The Motley Fool

MAY 10, 2024

They are typically managed by a team of experts who adjust the portfolios as necessary, which makes them ideal for passive investors. It has developed its own models, but it agreed to invest $10 billion in ChatGPT creator OpenAI last year, so it's leveraging that start-up's technology, too.

Stock Market 245

Stock Market Stock Market Exchange-Traded Funds Passive Investors 245

The Big Picture

JANUARY 14, 2023

Grancio believes that even passive investors should vote their shares. This allows passive investors the opportunity to drive positive impact as active owners. The firm has successfully driven policy changes at such industrial giants as Exxon Mobil and General Motors. VOTE invests in a portfolio of the 500 largest U.S.

Leveraged Buyouts 108

Leveraged Buyouts Passive Investors Buyout Leveraging 108

Blackstone

NOVEMBER 16, 2023

From March 2009 when the S&P 500 traded at 13x earnings to August 2020 when it peaked at 23x, a passive investor in the market earned 16% per annum. With slower bank and leveraged loan growth, demand for partners in private credit is high. Private credit funds tend to be levered ~1.0x

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Big Picture

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. Back half of ‘23 or ’24?

Hedge Funds 65

Hedge Funds Assets Asset Management Capital 65

The Big Picture

MARCH 14, 2023

BERNSTEIN: You know, if you go back to Jack Bogle and the whole idea, and always in my career, I have tremendous respect for Jack, both as a businessman and as an investor. And Jack’s whole thing was you want to be a passive investor. Okay, we could argue whether that’s right or wrong. RITHOLTZ: Right.

Banks 61

Banks Portfolios Investment Banking Investment Banks 61