Sunday, December 22

Tag: trusts

Falfurrias Raises $400 Million for Debut Growth Fund
7Dec By adminNo Comments
World

Falfurrias Raises $400 Million for Debut Growth Fund

Dec. 7, 2023 7:00 am ET|WSJ ProFalfurrias Management Partners has wrapped up fundraising for its debut vehicle to back newer businesses with the potential for rapid growth, after expanding into the strategy last year and hiring a senior Carlyle Group executive as part of the effort. The Charlotte, N.C.-based private-equity manager said it has collected $400 million for Falfurrias Growth Partners I, hitting its upper fundraising limit for the vehicle. Investors included backers of the firm’s buyout funds. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Eye-Popping Yields Mask Paltry Returns From These Funds
6Dec By adminNo Comments
Money

Eye-Popping Yields Mask Paltry Returns From These Funds

For conservative income investors, some new funds look too good to be true. That’s because they are.Touting annual distribution rates of 50% or more, they generate cash by selling options contracts on some of the most speculative parts of the stock market. The good news is that the exchange-traded funds don’t carry the risk of instant ruin that sellers of the derivatives can face. The bad news is that what sounds edgy and lucrative are new flavors of an old and often disappointing strategy.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Pro Take: Nine West LBO Payouts Upheld, a Blow to Creditors
5Dec By adminNo Comments
World

Pro Take: Nine West LBO Payouts Upheld, a Blow to Creditors

Dec. 5, 2023 9:00 am ET|WSJ ProMore than $1 billion doled out to shareholders in Sycamore Partners’ 2014 buyout of retailer Nine West and other apparel brands owned by Jones Group is legitimate and can’t be unwound, according to an appeals court ruling that gave priority to market stability over creditors seeking to recoup funds in bankruptcy.In a long-awaited 56-page ruling, the U.S. Second Circuit Court of Appeals last week affirmed the Southern District of New York’s 2020 decision that extended safe harbor protections to payments distributed to shareholders in the deal. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Failure of Bid for Origin Energy Signals Rising Power of Funds
5Dec By adminNo Comments
World

Failure of Bid for Origin Energy Signals Rising Power of Funds

Dec. 4, 2023 11:47 pm ET|WSJ ProSYDNEY—The failure of an US$11 billion takeover bid for Origin Energy marks the beginning of a cycle where long-term investors could play a more dominant role in capital markets.That is the view of Andrew Polson, chief executive of Frontier Advisors, which advises institutional clients who own around 630 billion Australian dollars (US$417.12 billion) in assets. After a wave of mergers in recent years, pension funds in Australia have been increasing their firepower to support investments by companies that until now have largely had to turn to banks, a deep-pocketed buyer or equity raising.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Pro Take: Venture Investors Move the Goal Posts for Seed-Stage Companies
4Dec By adminNo Comments
World

Pro Take: Venture Investors Move the Goal Posts for Seed-Stage Companies

Dec. 4, 2023 6:00 am ET|WSJ ProVenture capitalists focused on backing companies at the seed stage—the earliest chapter of startup investing—broadly say they have become pickier about which startups they are willing to back, yet another sign of how the venture industry’s slowdown is affecting companies previously insulated from the choppy environment. Nascent startups must clear a higher bar for metrics like annual recurring revenue and customer acquisition to attract investors, who also say they are reviewing more deals before committing. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Momentum Investing Has Struggled for 20 Years. Here’s Why.
4Dec By adminNo Comments
Money

Momentum Investing Has Struggled for 20 Years. Here’s Why.

Journal Reports: Investing MonthlyCould You Benefit From Credit Counseling? Answer These Questions FirstBy Cheryl Winokur MunkDecember 2, 2023 at 1:30 PM ETHouseholds grappling with high-interest debt and the resumption of student-loan repayments could benefit from expert advice.
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How to Use Industry ETFs to Ride Waves of Momentum
3Dec By adminNo Comments
Money

How to Use Industry ETFs to Ride Waves of Momentum

Journal Reports: Investing MonthlyMomentum Investing Has Struggled for 20 Years. Here’s Why.By Mark HulbertDecember 3, 2023 at 1:30 PM ETA mutual-funds rating company changed its methodology over a decade ago, and that apparently has made all the difference.
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How to Use Industry ETFs to Ride Waves of Momentum
3Dec By adminNo Comments
World

How to Use Industry ETFs to Ride Waves of Momentum

Journal Reports: Investing MonthlyMomentum Investing Has Struggled for 20 Years. Here’s Why.By Mark HulbertDecember 3, 2023 at 1:30 PM ETA mutual-funds rating company changed its methodology over a decade ago, and that apparently has made all the difference.
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