The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. What’s it like running a public company?

Mutual Funds 59

Mutual Funds Assets Companies Banks 59

Pension Pulse

MAY 17, 2024

‘In an environment where US equity markets are about to move to T+1 settlement, and trades are executed in millionths of a second, shareholdings are reported just four times per year, 45 days after the end of each quarter,’ says Matthew Brusch, CEO of NIRI, in a LinkedIn post. ‘IR Here are some funds worth tracking closely.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

The Motley Fool

SEPTEMBER 17, 2024

Similarly, Rand, in your work at Stagen, you have a long term focus on the development of not public company stocks, but human beings. I want to say this again, in the early years in our experience, everybody in the big companies was playing the short term game. David Gardner: Wow. We're not afraid to say that.

Capital 130

Capital Public Companies Banks Companies 130

The Motley Fool

APRIL 25, 2024

By elevating artificial intelligence to a position of enterprise wide strategic focus, we're accelerating the development of new tools, deploying common capabilities across multiple divisions and increasing the value we create for our customers and our shareholders. We also saw an increase in revenue for OTC products.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Motley Fool

DECEMBER 23, 2023

Some investors might argue that this is shareholder money and it should be paid out as dividends, but Buffett doesn't believe in paying dividends -- though he doesn't mind collecting them. Buffett prefers to hoard the company's cash as he looks for new investments. What it most certainly isn't is a typical company.

Mutual Funds 130

Mutual Funds Hedge Funds Shareholders Public Companies 130

Sara Grillo

FEBRUARY 13, 2023

First of all, Secondary market trading doesn’t really impact the company. Your money goes to a different shareholder. Secondly, The ”bad companies” who are the offenders already have enough capital. They aren’t issuing shares to fund their operations. These are key points that many financial advisors do not understand.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

NOVEMBER 25, 2024

Now, I want to note four times over the past 20 years, the company split its stock, two for one in 2006, three for two in 2007, four for one in 2021, and 10 for one in 2024. Thus, shareholders today now have 120 shares for every one share they own back in 2005 when I first recommended it. Think about it. It is a classic Rule Breaker.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? That new name of the company became Franklin Templeton. So it was Franklin, along with mutual fund pioneer Sir John Templeton. You have half the number of public companies that you had in 2000.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. I was a public company, CEO, I enjoyed working with investors.

Taxes 59

Taxes Mutual Funds Finance Financing 59

The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. In 2024, a lot of media highlighted the sales Berkshire Hathaway made within its public portfolio.

Conglomerates 246

Conglomerates Investing Mutual Funds Public Companies 246

The Motley Fool

JANUARY 28, 2025

As I think back to close here, friends, I'm thinking about, we look at other companies, family based companies. Let's go with Old Dominion Freight Lin e , which is a multigenerational public company, fantastic trucking logistics company. They own such a big, impressive company. Mutual funds are in and out.

Education 130

Education Hedge Funds Returns Mutual Funds 130