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Top Funds' Activity in Q4 2019
Aparna Narayanan of Investor's Business Daily reports that Warren Buffett made some surprising buys and sells for Berkshire Hathaway in Q4:Warren Buffett bought shares of Kroger (KR) and Biogen (BIIB)...
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The End of CDPQ's Bombardier Saga?
On Monday, CDPQ announced it has become Alstom’s largest shareholder following the announced acquisition of Bombardier Transportation:CDPQ’s total investment in Alstom will amount up to €2.78 billion...
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OTPP Buys Stake in Dell's Cybersecurity Unit
Dell Technologies Inc said on Tuesday it would sell its cybersecurity unit RSA for $2.08 billion to a consortium led by Symphony Technology Group, Ontario Teachers’ Pension Plan and AlpInvest Partners....
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CDPQ Gains 10.4% in 2019
Today, CDPQ announced its results, posting a 10.4% annualized return in 2019 and 8.1% over five years (added emphasis is mine):Caisse de dépôt et placement du Québec (CDPQ) today released its financial...
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Has The Market Met Its Match?
Fred Imbert of CNBC reports the Dow drops more than 200 points, stocks head for losing week as coronavirus fears resurface:Stocks fell sharply on Friday after the number of new coronavirus cases...
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OMERS Gains 11.9% in 2019
Today, OMERS reported its 2019 results, gaining 11.9% last year:2019 HighlightsNet return of 11.9% or $11.5 billionFunded status of 97%Net assets of $109 billionOMERS, the defined benefit pension plan...
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Trouble at CDPQ's Ivanhoé Cambridge?
André Dubuc of La Presse wrote an article today stating the cleanup has commenced at Ivanhoé Cambridge, the Caisse's real estate subsidiary. The article is in French so I translated it using Google and...
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OTPP's Innovative Deal With New Gold
Aoyon Ashraf and Paula Sambo of Bloomberg News report Ontario Teachers' signs US$300M investment deal with New Gold:New Gold Inc. surged after forming an unusual partnership with Ontario Teachers’...
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Norway's Pension Soars 20% in 2019
Alicia McElhaney of Institutional Investor reports that Norway's massive pension fund returned 19.9% last year:Norway’s government pension fund had a banner year in 2019, returning a whopping 19.9...
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Pandemic Fears Strike Wall Street
Fred Imbert and Eustance Huang of CNBC report the Dow falls 350 points to cap the worst week for Wall Street since the financial crisis:Stocks tumbled once again on Friday, adding losses to the...
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A Miserable March For Markets?
Yun Li of CNBC reports the Dow falls 250 points, ekes out small weekly gain after a wild runStocks fell on Friday, capping a roller-coaster week on Wall Street, as the coronavirus outbreak kept...
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Fully Funded OPTrust Gains 11.2% in 2019
OPTrust released its 2019 Funded Status Report stating it will lower its discount rate and remains fully funded for the 11th consecutive year:OPTrust today released its 2019 Funded Status Report,...
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Meet HOOPP's New President and CEO
The Healthcare of Ontario Pension Plan (HOOPP) released a statement this morning announcing its CIO, Jeff Wendling, has been appointed the new president and CEO, effective April 1, 2020:The Healthcare...
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Impact Measurement in Private Equity
Jim Totty and Richard Burrett of Earth Capital sent me a very interesting paper they wrote, Impact Measurement in Private Equity – Cutting through the Complexity:As global capital markets embrace the...
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CDPQ Acquires Plenary Americas
The Australian Financial Review reports that Plenary gets out of North American infrastructure as CDPQ swoops in:Infrastructure investment group Plenary will bid for more projects in Australia and Asia...
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The Great Coronavirus Unwinding?
Fred Imbert, Yun Li and Eustance Huang of CNBC report stocks post biggest rally since 2008, clawing back some of their coronavirus collapse:Stocks rose sharply in volatile trading Friday as Wall Street...
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Canadian Pensions' Call to Action on COVID-19
CPPIB and other large Canadian pensions joined some major organizations to make a call to action to corporate Canada urging every leader in the country to help slow the pace of transmission of...
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The 'Ackman Bottom' or Bottom of Hell?
Yun Li of CNBC reports‘Hell is coming’ — Bill Ackman has dire warning for Trump, CEOs if drastic measures aren’t taken now:Investor Bill Ackman urged President Donald Trump and corporate America in an...
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Coronavirus Taking its Highest Toll?
Fred Imbert and Pippa Stevens of CNBC report the Dow tumbles 900 points to end Wall Street’s worst week since 2008:Stocks attempted to rally on Friday, but failed, concluding one of the most volatile...
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Fully Funded HOOPP Gains 17% in 2019
On Monday, HOOPP announced its 2019 results amidst economic uncertainty, posting strong returns position Plan to weather current market environment:The Healthcare of Ontario Pension Plan (HOOPP)...
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