财务数据和关键指标变化 - 公司报告了每股ENI(经济净收益)为0.44美元,较2023年同期的0.28美元增长57%,主要是由于管理费收入增加导致的AUM(资产管理规模)上升[1][2] - 公司AUM达到1100亿美元,较2023年末增长6.5%[2] - 公司EPS(每股收益)也受益于2023年12月开始的股票回购计划,已回购约10%的已发行股份[1] 各条业务线数据和关键指标变化 - Acadian的投资业绩保持强劲,截至2024年3月31日,83%、91%和93%的Acadian策略在3年、5年和10年期内战胜基准指数[2] - 净客户现金流为4亿美元,主要是由于被动型策略和其他策略的流出被其他领域的流入所抵消[2] 各个市场数据和关键指标变化 - 新兴市场策略的销售有所放缓,因为近年来新兴市场指数表现不及美国市场[12] 公司战略和发展方向及行业竞争 - 公司继续推进增长计划,Acadian的股票替代平台和系统化信用平台的新策略表现良好[2][3] - 公司将继续利用自由现金流支持有机增长和股票回购,以最大化股东价值[3] 管理层对经营环境和未来前景的评论 - 公司预计未来几个季度的净流入可能持平,因为一些客户会从股票市场转向固定收益市场去除风险[14] - 公司对系统化信用平台的发展感到兴奋,因为这可以使公司从客户去风险的趋势中获益[14] 问答环节重要的提问和回答 问题1 **Michael Cyprys 提问** 询问公司现金使用和未来资本使用计划[7][9] **Suren Rana 回答** - 公司目前有约1亿美元现金,计划用于股票回购、新产品种子投资等[8][10] - 公司目前倾向于采取机会性回购,而不是固定回购计划,因为这样可以更灵活地进行产品种子投资和利用市场波动[10] 问题2 **John Dunn 提问** 询问公司其他增长领域和减少被动型策略流出所需的市场环境[11][13] **Suren Rana 回答** - 公司在全球股票、非美股票、小盘股等策略看到较好的销售和流入[12] - 被动型策略需要较低的贝塔和较为平稳的市场环境才能表现良好,而过去10年一直是高贝塔市场,不利于被动型策略[12] 问题3 **Kenneth Lee 提问** 询问公司未来EBITDA增长和费用展望[16] **Suren Rana 回答** - 随着市场持续上涨,公司应能从操作杠杆中获益,收入增长会高于费用增长[16] - 公司过去几年已投资提升基础设施的可扩展性,未来费用增长应较缓和[16]

BrightSphere Investment Group (BSIG) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.41%. A quarter ago, it was expected that this asset manager would post earnings of $0.58 per share when it actually produced earnings of $0.77, delivering a surprise of 32.76%.Over the last four qu ...

Exhibit 99.1 . U.S. GAAP earnings per share of $0.37 for the quarter, compared to $0.28 for Q1'23 U.S. GAAP net income attributable to controlling interests of $14.6 million for the quarter, compared to $12.0 million f . . ENI earnings per share of $0.44 for the quarter, compared to $0.28 for Q1'23 AUM of $110.4 billion at March 31, 2024 compared to $103.7 billion at December 31, 2023 . . 83%, 91% and 93% of strategies by revenue beat their respective benchmarks over the prior 3-, 5-, and 10- year period . ...

股票评级 - BrightSphere Investment Group (BSIG)最近被升级为Zacks Rank 1 (强烈买入)[1] - Zacks评级的唯一决定因素是公司盈利情况的变化[2] - BrightSphere Investment Group的Zacks评级升级实际上是对其盈利前景的积极评价，可能对其股价产生有利影响[4] 盈利预期 - 机构投资者使用盈利和盈利预期来计算公司股票的公允价值，盈利预期的增加或减少会导致股票的公允价值上升或下降，机构投资者通常会买入或卖出股票，他们的大量交易会导致股价的波动[5] - BrightSphere Investment Group预计在截至2024年12月的财年将每股盈利2.18美元，同比增长22.5%[9] - 分析师们一直在稳步提高对BrightSphere Investment Group的估计。过去三个月，该公司的Zacks共识估计增长了21.1%[10] 股票表现 - BrightSphere Investment Group的升级为Zacks Rank 1将其定位在Zacks覆盖股票中估计修订的前5%，这意味着股票可能在短期内上涨[13]

BSIG公司 - BSIG是金融领域中表现优异的公司之一[1] - BSIG目前拥有Zacks Rank 2 (Buy)，全年盈利预期增长12.2%[3] - BSIG今年迄今回报率为18.7%，高于金融领域平均水平[4] - BSIG所属的金融-投资管理行业今年迄今平均涨幅为10.2%，表现良好[7] COIN公司 - Coinbase Global, Inc. (COIN)是另一家金融股票，今年迄今涨幅达45%[5] - COIN的当前年度每股盈利预期较过去三个月增长353.8%，拥有Zacks Rank 1 (Strong Buy)[6] - COIN所属的证券和交易行业今年迄今涨幅为10.1%，排名较低[8] - 投资者应继续关注BSIG和COIN，它们有望继续表现出色[9]

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation m ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has BrightSphere Investment Group (BSIG) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.BrightSphere Investment Group is one of 856 individual stocks in the Finance sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sect ...

Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Is BrightSphere Investment Group (BSIG) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.BrightSphere Investment Group is a member of our Finance group, which includes 857 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst i ...

We believe our ability to attract and retain employees is a key to our success. Accordingly, we strive to offer competitive compensation and employee benefits and monitor compensation and benefits to the competitive market. Our total rewards philosophy includes competitive compensation, talent development and a comprehensive benefits package that includes extensive health and welfare benefits. In addition, we provide a Profit Sharing and 401(k) Plan for all employees and contribute a percentage of compensat ...

BrightSphere Investment Group Inc. (BSIG) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, BSIG's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves t ...