The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone. Before I turn it over to Larry, I'll review our financial performance and business results. On an equivalent day count basis, our annualized effective fee rate was 0.2

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. But ultimately, flows follow performance as well as innovation as we're seeing now. Blackstone is built on long-term investment performance.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

JULY 31, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 29, 2024 In addition, we will be discussing some non-GAAP financial measures during today's call.

Capital 130

Capital Amortization Shareholders Financing 130

Pension Pulse

MARCH 19, 2024

Redwood stands to earn administrative and potential performance fees. Redwood will earn ongoing fees to oversee the administration of the Joint Venture and is entitled to earn additional performance fees upon realization of specified return hurdles.

Investing 59

Investing Performance Fees Financing Finance 59

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. It used to be that we had to rely on stocks and PE to get the returns I’m focused on.” percent on Treasuries, and 5.5

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Motley Fool

JULY 31, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $635,614 !*

Leveraging 130

Leveraging Taxes Returns Shareholders 130

The Motley Fool

AUGUST 5, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. So, no early returns on that. And do you expect to see those return to year-over-year growth in the back half? But usually 20 days after the month.

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio. billion Net annual return of 8.0%

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 8, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. To achieve the top end of our range or higher, we need to slightly outperform our historical margin maturation pace or see utilization trends return to 2023 levels.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

SEPTEMBER 4, 2024

Assets such as data centers, mobile phone towers and fiber networks have become popular targets for investors, given their stable returns and strong growth prospects as humanity becomes increasingly reliant upon technology. The deal triggers a large performance fee for ASX-listed Macquarie Group, which manages the fund.

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. Today, with interest rates that are higher than four per cent, (and) credit returns that are 7.5

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

JULY 28, 2023

See the 10 stocks *Stock Advisor returns as of July 27, 2023 To this end, we recently announced the placement of a parametric insurance program for the government of Puerto Rico. I know you had highlighted difficult comp on performance fees in the quarter. and Aon Plc wasn't one of them! billion of share repurchase year to date.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. And I’m not returning the call, right? WEINSTEIN: He’s put up great consistent returns and he’s been very commercial as to how he’s grown the fund.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 The CPP fund has a 10-year net return of 10 per cent. That beat the fund’s reference portfolio (an internal benchmark it sets for itself), which had a return of just 0.1 CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 2, 2023

See the 10 stocks *Stock Advisor returns as of August 1, 2023 And now with that, I'll turn the call over to Evolent's CEO, Seth Blackley. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. That’s a, that’s a function of returns.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

JUNE 13, 2023

Because for what we do, and I mean, you know the business, Barry, like risk underwriting is about effectively scaling the risk, the return. And all of a sudden, you realize that if your cost of funding goes down, as a consequence of some extra financial goals being met, well, your return on equity goes up. RITHOLTZ: Right.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

So there were just a ton of distressed, and therefore returns were easier to come by. RITHOLTZ: You cite in the book a study that says, men over trade so much that it reduces their risk-adjusted returns by 2.6 If you look at their returns, you know, they’re not outperforming the market, at least not systematically.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

OCTOBER 31, 2023

Stock Advisor returns as of October 23, 2023 This video was recorded on Oct. Blackstone is in the business of investing capital, and earning management and performance fees on that invested capital. Coming up after the break, Matt Argersinger and Jason Moser return with a couple of stocks on their radar.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Learn more *Stock Advisor returns as of February 7, 2025 And now, I'd like to turn the call over to Evolent's CEO, Seth Blackley.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. In 2023, we returned over 4.5

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. You can’t just hope to lever up a good company and generate a return that way.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

DECEMBER 23, 2024

The S&P 500 index has produced a total average annual return (a figure that includes dividends) of 10.3% However, investors can supercharge their returns by also investing fresh cash at regular intervals, a strategy known as dollar-cost averaging (DCA). I also think over-diversification is a problem that results in poor returns.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 4, 2025

Learn more *Stock Advisor returns as of February 3, 2025 Kate Johnson -- President and Chief Executive Officer Thanks, Jim, and thanks to everybody for joining the call today. With a combination of improved revenue mix and cost takeout, we see Lumen returning to full year EBITDA growth in 2026. billion and 3.4

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Wire

JANUARY 17, 2025

The fund aims to generate long-term annual net returns between 14% and 18%. Management fees are set at 1.5%, with performance fees of 12.5% Sagard, along with some clients, will initially seed the fund with CAD50m, primarily for acquiring stakes in middle-market private companies. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JULY 15, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 15, 2024 Larry Fink -- Chairman and Chief Executive Officer Thank you, Chris. Operating income of 1.9

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

See 3 Double Down stocks *Stock Advisor returns as of January 13, 2025 And markets revenue was up 1.2 billion or 5%, predominantly driven by compensation, as well as higher brokerage and distribution fees. So, as we think about your returns going forward, the definition of excess also continues to shift. billion or 21%.

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JANUARY 15, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of January 13, 2025 Martin Small -- Chief Financial Officer Thanks, Chris. Operating income of 8.1

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Stepping back, over the last two years, the campaign by central banks to control inflation has resulted in muted returns for most traditional asset classes.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 In addition, we will be discussing some non-GAAP financial measures during today's call. per diluted share with a return on equity number of 18% Book value closed the quarter at $6.4 For the quarter, GAAP net income, $97 million, $0.20 per diluted share.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. billion of fee revenues. This performance has fueled exceptional growth with AUM today of $55 billion, up 34% just in the past year alone.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Even through this period, Blackstone real estate has delivered differentiated performance. Performance has been exceptional.

Assets 130

Assets Financing Finance Management Fees 130