CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management 115

Portfolio Management Management Portfolio Funds 115

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management 115

Portfolio Management Management Portfolio IT 115

JD Supra: Mergers

MAY 14, 2024

In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. By: Proskauer - Private Market Talks Podcast

Asset Management 152

Asset Management Portfolio Funds Management 152

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Portfolio Management 98

Portfolio Management Funds Management Portfolio 98

CNBC: Investing

DECEMBER 29, 2023

1 spot for a winning stock fund in 2023, according to Morningstar. Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1

Portfolio Management 103

Portfolio Management Funds Stock Portfolio 103

CNBC: Investing

NOVEMBER 14, 2024

Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.

Asset Management 120

Asset Management Portfolio Investors Funds 120

PE Hub

JANUARY 10, 2024

The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.

Portfolio 82

Portfolio Management IT Funds 82

Global Newswire by Notified: M&A

DECEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that funds managed by Apollo affiliates (the “Apollo Funds”) have agreed to acquire a 50% stake in a Texas solar and battery energy storage system (“BESS”) portfolio from TotalEnergies. NEW YORK, Dec.

Portfolio 75

Portfolio Funds Management 75

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

Portfolio Management 142

Portfolio Management Portfolio Funds Management 142

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. According to a report by Hedge Fund Research, Inc., as of the end of 2020, hedge funds managed approximately $3.6 Hedge funds can take concentrated positions.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Growth Business

JANUARY 22, 2025

As a matter of necessity, bootstrapped companies tend to be tightly run, with strong margins, satisfied customers, controlled expenses, and a strong emphasis on cash management. Bootstrapped companies have common challenges, with growth often constrained by a lack of capital, expertise in scaling a business and management.

Investors 98

Investors Business Portfolio Investment 98

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management 124

Portfolio Management Stock Investors Portfolio 124

JD Supra: Mergers

JUNE 11, 2024

Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in funds and supports a portfolio of about 50 businesses worth an aggregate enterprise value of over $140 billion. By: Proskauer - Private Market Talks Podcast

Capital 152

Capital Private Equity Financial Services Healthcare 152

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. The post BNY Mellon launches new FX platform to help manage execution and access to price transparency appeared first on The TRADE.

Management 110

Management Financial Institution Portfolio Investment Manager 110

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

PE Hub

DECEMBER 5, 2023

Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada. The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub.

Portfolio 81

Portfolio Funds Acquisitions Management 81

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

Portfolio Management 103

Portfolio Management Funds Investors Portfolio 103

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. However, whether or not all firms are able to monetise the tool by managing risk effectively in today’s environment, is up for debate.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management 115

Portfolio Management Portfolio Trading Funds 115

JD Supra: Mergers

DECEMBER 12, 2023

As background, secondary transactions have proven useful to both limited partners (LPs) and general partners (GPs) who are looking to manage their portfolios during a stale or sluggish economic market. By: Woodruff Sawyer

Insurance 130

Insurance Portfolio Economics Funds 130

Business Standard - FInance

JUNE 29, 2023

Sundaram Alternates, an arm of Chennai-based Sundaram Group, on Thursday launched its fourth high-yield credit fund with a corpus of Rs 1,500 crore. The new fund seeks to raise Rs 750 crore with a green shoe option worth Rs 750 crore, taking the aggregated target size to Rs 1,500 crore.

Funds 98

Funds M&A Portfolio Securities 98

CNBC: Investing

AUGUST 14, 2023

The billionaire hedge fund manager picked up $125 million worth of Amazon shares in the second quarter.

Retail 98

Retail Portfolio Funds Shares 98

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

Global Newswire by Notified: M&A

JUNE 25, 2024

TORONTO, June 25, 2024 (GLOBE NEWSWIRE) -- Middlefield Limited (the “Manager”), the manager of Middlefield Global Real Asset Fund (“Real Asset”), is pleased to announce that Real Asset intends to merge into Real Estate Split Corp.,

Funds 81

Funds Healthcare Retail Portfolio 81

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

Portfolio Management 103

Portfolio Management Stock Portfolio Funds 103

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management 52

Risk Management Valuation Portfolio Management 52

CNBC: Investing

MARCH 21, 2025

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Portfolio Management 63

Portfolio Management Management Portfolio Funds 63

PE Hub

JUNE 5, 2023

Based in Toronto, Cordelio is a renewable power producer that manages an operating portfolio of more than 1,200 megawatts of assets in Canada and the US. The post CPP Investments’ Cordelio gets funding for Moraine Sands wind project appeared first on PE Hub.

Funds 76

Funds Investment Portfolio Management 76

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.

Portfolio 70

Portfolio Investment Management Funds 70

TechCrunch: M&A

JUNE 26, 2023

IBM said that the plan will be to have Apptio sit alongside IBM’s existing IT automation software and its AI platform to develop and sell solutions to businesses to manage and optimize spend within their IT stacks. ApptioOne is focused on spend management and planning within hybrid cloud environments.

Management 50

Management Business Acquisitions IT 50

OfficeHours

JUNE 2, 2023

Blackstone: Leveraging some of the deepest pockets within the world of private equity and hedge funds, the company has been amongst the largest private equity deals within the past three decades, with a budding real estate to boot. however, a majority of Blackstone portfolio companies are companies that you have likely never heard of.

Private Equity 147

Private Equity Equities Middle Market Funds 147

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed debt investing offers advantages over other hedge fund strategies , but the marketing often oversells the benefits.

Debt 103

Debt Funds Investment Equities 103

Accenture Capital Markets

SEPTEMBER 5, 2023

The year ahead will be busy for institutional investors and pension funds as they navigate political turbulence and speculations around when the economic cycle will shift. The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. Blockchain.

Investment 89

Investment Funds Management Investors 89

CNBC: Investing

AUGUST 22, 2024

The dominance of a group of megacap stocks, dubbed the "Magnificent Seven," has become a problem for mutual fund managers seeking to diversify their portfolios.

Funds 50

Funds Management Portfolio Stock 50

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52