PE Hub

JULY 13, 2023

Brookfield will invest in and manage the portfolio. The post Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield appeared first on PE Hub.

Portfolios 217

Portfolios Investing Funds 217

PE Hub

JULY 26, 2023

agrees to acquire RBmedia from KKR; unrealized value in PE portfolios at all-time high appeared first on PE Hub. is buying audiobook publisher RBmedia. The post H.I.G.

Portfolios 238

Portfolios 238

Private Equity Insights

AUGUST 9, 2023

Fiesta and Pollo Tropical restaurants are a natural fit into ARB’s existing portfolio,” said Matt Perelman, Managing Partner and Co-Founder of Garnett Station Partners. Garnett Station partners with experienced and entrepreneurial management teams and strategic investors to build value for its portfolio of growth platforms.

Portfolios 237

Portfolios Private Equity Firms Private Equity Firms Investment Firms 237

Top 1000 Funds

SEPTEMBER 27, 2023

Evolving portfolio construction techniques that include more attention to liquidity management, diversification and resilience are needed in a macro environment that has more complexity and volatility delegates at the Fiduciary Investors Symposium at Stanford University heard.

Portfolios 59

Portfolios Investors Investing 59

Private Equity Insights

AUGUST 10, 2023

WindRose Health Investors, LLC, a leading healthcare-focused private equity firm, announced that its portfolio company, Healthmap Solutions, Inc. read more WindRose Portfolio Company Healthmap Raises $100m to Continue Fighting Kidney Disease WindRose Health Investors, LLC, a leading healthcare-focused private equity firm, announced that.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Portfolios Companies 130

Private Equity Insights

JULY 5, 2023

The business includes operating assets of REC Solar, which Duke had acquired in 2015, development pipeline and operations and maintenance portfolio, as well as distributed fuel cell projects managed by Bloom Energy. The deal is expected to close by the end of 2023. Source: Yahoo Sport Can’t stop reading?

Portfolios 130

Portfolios Private Equity Firms Private Equity Firms Capital 130

PE Hub

JUNE 14, 2023

The post Dividend recaps may help reignite exit markets; Arcline expands engineered systems and components portfolio appeared first on PE Hub. Arcline acquires International Water-Guard.

Portfolios 181

Portfolios 181

AltAssets

SEPTEMBER 27, 2023

Energy tech-focused private equity firm GEC has completed a $215m continuation fund for its portfolio company Estis, with Kline Hill Partners the sole lead secondaries buyer among a consortium of institutional investors.

Private Equity Firms 89

Private Equity Firms Private Equity Firms Portfolios Funds 89

Top 1000 Funds

AUGUST 23, 2023

Hanna Hiidenpalo, Elo’s CIO discusses progress around internal management, the impact of Finnish equities on the portfolio, and the fund’s sustainability program which includes a target of carbon-neutral energy use in direct real estate by 2027.

Portfolios 98

Portfolios Funds Assets Investors 98

The Motley Fool

AUGUST 9, 2023

It's the type of investment you would expect to see in the billionaire investor's portfolio. But while Amazon is now in Berkshire's portfolio (accounting for a very modest 0.4%), Microsoft still isn't -- and might not be, at least as long as Buffett is running things. Here's a closer look at why that is. At around $2.5

Portfolios 98

Portfolios Investors Investing Banks 98

The Motley Fool

SEPTEMBER 12, 2023

You might even wonder if now's the right moment to completely revamp your portfolio. Adding growth stocks First, let's start out by saying that, yes, if you have some cash to deploy as we appear to be approaching a bull market, it would be a great idea to add a couple of stocks to your portfolio that could thrive in such an environment.

Portfolios 98

Portfolios Investors Investing Returns 98

Entrepreneur - VC

SEPTEMBER 12, 2023

Hiring the right patent portfolio manager is critical to maximizing your enterprise's intellectual property (IP) potential. A competent manager must possess a blend of these five key competencies.

Portfolios 140

Portfolios 140

The Motley Fool

AUGUST 8, 2023

Image source: Getty Images When you retire, what you need from your investment portfolio changes. In 2011, 38% of Vanguard 401(k) investors over age 55 had at least 70% of their portfolios in stocks. Why a stock-heavy portfolio is risky for older investors Stocks are an excellent investment. Now, nearly half do.

Portfolios 97

Portfolios Investing Investors Stock Market 97

The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolios 133

Portfolios Investment Horizon Active Investors Investing 133

The Motley Fool

AUGUST 24, 2023

Many people believe, for example, that you need to be wealthy to make a lot of money in the stock market or you must be a finance guru to build a solid portfolio. It's possible for the average investor to build a million-dollar portfolio with the right strategy. But there are three steps you'll need to take to get there.

Portfolios 98

Portfolios Investing Stock Market Stock Market 98

AltAssets

AUGUST 2, 2023

Tramondo Investment Partners announces that Benedikt Popp has joined the company as a senior portfolio manager. The post Benedikt Popp joins Tramondo Investment Partners as senior portfolio manager first appeared on AltAssets Private Equity News. In addition, he will join Tramondo's Investment Committee.

Portfolios 90

Portfolios Investing Companies 90

The Motley Fool

SEPTEMBER 20, 2023

In 1996, Warren Buffett shared his thoughts on portfolio diversification at Berkshire Hathaway 's annual meeting. Berkshire practices that philosophy and, as a result, its stock portfolio leans very heavily toward one specific market sector (and one specific stock). Readers should not misinterpret that sentiment. Here are the details.

Portfolios 98

Portfolios Stock Market Stock Market Investing 98

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolios 52

Portfolios Mutual Funds Funds Returns 52

PE Hub

JUNE 5, 2023

The post Percheron adds Marchesan, Roever and O’Connor to senior roles in portfolio support group appeared first on PE Hub. Percheron Capital invests in essential services businesses.

Portfolios 139

Portfolios Capital Investments Capital Investing 139

The Motley Fool

AUGUST 23, 2023

Three resilient businesses to consider adding to your diversified portfolio today are Progressive (NYSE: PGR) , Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , and Costco (NASDAQ: COST). Progressive Insurance companies are excellent at generating cash flows, and their stocks can make for robust investments in your portfolio.

Portfolios 98

Portfolios Investors Investing Stock Market 98

Top 1000 Funds

AUGUST 2, 2023

NZ Super has revamped its multi-factor equities portfolios, working with its three external managers to integrate sustainability.

Portfolios 97

Portfolios Investing Investors 97

Entrepreneur - VC

SEPTEMBER 22, 2023

A complex portfolio filled with high fees can make investing overwhelming, but it can also grow your wealth over time. By simplifying your investment strategy, however, you can achieve better.

Portfolios 131

Portfolios Investing Financing Finance 131

The Motley Fool

SEPTEMBER 20, 2023

But what investors might not realize about Buffett is that he also strongly favors portfolio concentration. billion) of Berkshire Hathaway's $352 billion portfolio was invested in stocks housed in just four sectors of the market. billion) The second-largest sector in Berkshire Hathaway's $352 billion portfolio is financials.

Portfolios 98

Portfolios Investing Assets Exchange-Traded Funds 98

SEI

SEPTEMBER 28, 2023

A portfolio check-up—and possible corrective action—is VITAL Yields may be back, but risks remain.

Portfolios 52

Portfolios 52

Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

Portfolios 105

Portfolios Stock Market Stock Market Investors 105

The Motley Fool

SEPTEMBER 14, 2023

Today, Berkshire holds a $164 billion stake, so the iPhone maker represents 46% of its entire public equities portfolio. Loyal customers Take a peek at Berkshire's portfolio, and it's easy to see that he loves companies that possess a strong brand. And the company currently has a net-cash position of $57 billion on its balance sheet.

Portfolios 98

Portfolios Investing Investors Shareholders 98

The Motley Fool

SEPTEMBER 15, 2023

But perhaps most important in Warren Buffett's moneymaking recipe is his penchant for portfolio concentration. billion portfolio Buffett and his team oversee is invested in just three stocks. 8, 2023, it accounted for more than 46% of Berkshire's investment portfolio. billion) of the $353.3 As of the closing bell on Sept.

Portfolios 98

Portfolios Investing Banks Assets 98

The Motley Fool

AUGUST 6, 2023

Building a stock portfolio is like building a house. Let's explore three stocks and see how they can play a role in building a perfect $25,000 portfolio. So for a hypothetical $25,000 portfolio, I would allocate $12,500 (50%) to Microsoft (NASDAQ: MSFT). still earns a spot in my portfolio thanks to its mind-blowing growth.

Portfolios 98

Portfolios Investors Capital Returns 98

Top 1000 Funds

SEPTEMBER 26, 2023

Bridgewater co-CIO Greg Jensen said government policy has steadily increased in influence over the economy and portfolio construction over the past 20 years and now outstrips the importance of private sector incentives. He says the pace of deglobalisation is a key trend for institutional investors to keep abreast of.

Portfolios 52

Portfolios Investors 52

The Big Picture

SEPTEMBER 30, 2022

TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios. The post The Sherman Show: Clients, Advisers, Markets & Portfolios appeared first on The Big Picture. It’s fun conversation, and Jeff & Sam are great hosts.

Portfolios 119

Portfolios Investing 119

The Motley Fool

JULY 24, 2023

Buffett owns many stocks through Berkshire, which is why beginner and seasoned investors alike often track his portfolio, especially his largest holdings. Although Apple alone constitutes almost 46% of Buffett's $372 billion portfolio, the bulk of the remaining investment is in 7 stocks, with each constituting 2% or more of his portfolio.

Portfolios 98

Portfolios Investing Investors Stakes 98

Top 1000 Funds

AUGUST 30, 2023

The $315 billion CalSTRS is looking to build a top-down portfolio function to better incorporate liquidity management alongside portfolio construction fund and to consider how it can better deal with often lumpy cashflows to maximise returns, while continuing to keep a tight rein on risk.

Portfolios 52

Portfolios Funds Returns Assets 52

Blackstone News

JUNE 26, 2023

These high-quality properties are complementary to our portfolio and fit perfectly into our long-term strategic plan for growth,” said Dan Letter, president, Prologis. “We’re pleased to be working with Blackstone on this deal. Billion Deal appeared first on Blackstone.

Portfolios 126

Portfolios Debt Capital Investors 126

The Motley Fool

AUGUST 20, 2023

portfolio is invested in these five high-yield dividend stocks. of Berkshire's overall portfolio. of its portfolio. of Berkshire's total portfolio. of Berkshire's overall portfolio. of the conglomerate's portfolio. In fact, roughly 25% of his Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) It makes up 8.7%

Portfolios 98

Portfolios Investing Banks Investors 98

The Motley Fool

SEPTEMBER 17, 2023

of his company's $353 billion stock portfolio is actually held in just two artificial intelligence (AI) growth stocks right now. To shed some light on how the Oracle of Omaha's current bets on AI are positioned, two Motley Fool contributors have profiled a top AI stock in the investment conglomerate's portfolio. Coming in at just 0.4%

Portfolios 105

Portfolios Conglomerates Investors Banks 105

The Motley Fool

AUGUST 15, 2023

And owning stock in strong businesses over the long term will boost an investment portfolio. If that stock also pays a dividend, it's even better as your portfolio will generate steady passive income. Let's look at two dividend-paying stocks with these characteristics you might consider adding to your investment portfolio.

Portfolios 90

Portfolios Investors Investing Returns 90

A Wealth of Common Sense

AUGUST 7, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

Portfolios 67

Portfolios Capital Funds Investing 67