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...Castlelake has taken advantage of recent market turmoil to expand its credit portfolio beyond aircraft leases, buying up billions of dollars of consumer instalment loans from fintech group Upstart....
...It was unclear if Abel would want to run the common stock portfolio himself, or simply have the investment managers report to him, allowing them to make their own trades....
...Leverage has been applied ‘downstream’ at the portfolio company level, ‘upstream’ with recourse to GPs and LPs, and ‘midstream’ to the funds that own portfolio companies in the form of NAV loans....
...The secretive investment firm is in talks with 30 portfolio managers across the industry, as a war for talent rages with multi-manager hedge funds such as Citadel and Millennium....
...and Russell Investments....
...Many investors assumed that Ted Weschler and Todd Combs, Buffett’s two investment deputies, would take a leading role in managing Berkshire’s $336bn stock portfolio and deploying its record-setting $189bn...
...As a result the value of its stock portfolio slipped to $336bn, from $354bn at year-end....
...But he also offered his thoughts on investment market structure....
...Investment bankers from the likes of Barclays, BNP Paribas and Morgan Stanley are shepherding the deal through the market, while Canadian ratings agency DBRS has provisionally awarded the top tranche of...
...“Familiarity bias” means investors tend to have more exposure to stocks they know and less diverse portfolios, academic research shows....
...That suggestion is anathema to Bronwyn King, founder and director of the non-profit Tobacco-Free Portfolios, which has won UN support for its effort to persuade financiers to reduce their exposure to the...
...In the years since, however, their portfolios have more often lagged behind the S&P 500 and the performance of Buffett himself, who still runs about 90 per cent of Berkshire’s investments....
...The idea is to reflect investor costs, which indices don’t, and capture the true make-up of individual portfolios....
...test the merits of assets” that are not currently eligible to be used in the relevant insurer portfolios but may be in future....
...Private equity groups generally own portfolio companies for three to five years, though in some cases it can be longer. “Half of that $3.2tn should be in the window of being sold,” MacArthur said....
...propositions, a focus on whole portfolio outcomes, a rise in digital wealth platforms, a new market regime — all mean our clients require a broader set of investment strategies across index and active,...
...Yesterday, a team led by DD’s Eric Platt published its findings after reconstructing the portfolios itself, trawling through almost everything Buffett has written or said on his investments over the past...
...Novavax will receive an upfront payment of $500mn in cash and an equity investment, and will stand to receive the remaining $700mn upon the completion of certain regulatory and development milestones....
...Franklin Templeton, which has embarked on a spate of acquisitions in recent years including a $1bn-plus deal for Putnam Investments, is trying to build a single third-party platform for portfolio management...
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...But he said wealthy clients of private banks, family offices and independent wealth managers were partly behind the boom in investment seen since February....
...with in-kind transactions and efficient rebalancing, modifying the fund’s investment strategy, and liquidating the fund,” the filing reads....
...The stock sales meant that the number of securities Berkshire held in its multibillion-dollar stock portfolio fell to 41 at the end of 2023....
...Icahn said in a press release last week: “Given our hedge portfolio and the frequent long time horizon of our complex activist investments, our returns can often be lumpy....
...Is the resulting long-short portfolio one we would actually like to hold with our own money? Of course not!...
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