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Ellsworth Growth And Income Fund Ltd. Q2 2025 Commentary
Seeking Alpha· 2025-09-15 22:44
GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a respon ...
Seeking a High Yield Alternative? Give CAIE a Spin
Etftrends· 2025-09-15 22:16
Could now be a good time to pivot a portion of assets away from high-yield bonds? Although high-yield bonds have recently provided significant income on a relatively consistent basis, several emerging factors could work against them going forward. First, the recent job numbers have reignited concerns that the US economy could be slowing down, even as inflationary pressures persist. A slower US economy could create a challenging environment for high-yield bond investors because it can make it difficult for i ...
Bancroft Fund Ltd. Q2 2025 Commentary
Seeking Alpha· 2025-09-15 21:38
GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a respon ...
SEBI clears six IPOs worth ₹12,500 crore
BusinessLine· 2025-09-15 21:24
Capital markets regulator SEBI has cleared six initial public offerings including that of Canara Robeco AMC, Hero Motors and Pine Labs. The six IPOs will collectively raise about ₹12,500 crore.Canara Robeco Asset Management Company will be a complete offer for sale of 4.98 crore equity shares with existing promoters Canara Bank diluting 2.59 crore shares and ORIX Corporation Europe NV offering 2.39 crore shares.Fund profileThe fund house manages 25 schemes comprising 12 equity schemes, 10 debt schemes and t ...
Why a Bottom-Up Active Approach Matters in International Equities
Etftrends· 2025-09-15 21:14
One of 2025's big market stories has been the tariff dance facing investors. In the spring, tariff fears took a big bite out of market performance. At the same time, international equities spiked as investors sought out diversification. International funds have continued throughout the year to offer some intriguing opportunities, but some have fallen off since that spike. Those international equities can still provide both upside and diversification for investors, however, with the right approach. A bottom- ...
Goldman, T. Rowe to sell alternative investments for retirement accounts by year end
Yahoo Finance· 2025-09-15 21:07
By Tatiana Bautzer and Saeed Azhar NEW YORK (Reuters) -Goldman Sachs and asset manager T. Rowe Price, which announced a partnership earlier this month, plan to offer new alternative investments for retirement accounts by the end of the year, their executives told Reuters. The plan comes after an executive order by President Donald Trump broadened access of 401(k) retirement accounts to alternative investments such as private credit, private equity and others. The move could give private asset managers ac ...
Harbor Capital Advisors Celebrates 3-Year Anniversary of OSEA, the Harbor ETF Managed by Strategic Partner C WorldWide
Businesswire· 2025-09-15 21:02
CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors, Inc. ("Harbor"), the asset manager that curates a select suite of predominantly actively managed ETFs, mutual funds, and collective investment trusts, celebrates three years since launching the Harbor International Compounders ETF (OSEA). "We began our partnership with C WorldWide over three years ago, culminating with the launch of OSEA. We are steadfast in our belief there is a critical role in portfolios for international markets exposure an. ...
Tavistock to buy 76.59% stake in financial advisory firm Lifetime
Yahoo Finance· 2025-09-15 20:17
交易概述 - 私募股权公司Tavistock同意收购英国金融咨询公司Lifetime 76.59%的股权 [1] - 交易价值约为595万英镑 [1] - Lifetime首席执行官Ian Dickinson将保留剩余股权 [1] - 交易完成需获得英国金融行为监管局(FCA)批准 [2] 目标公司业务特点 - Lifetime采用混合服务模式 涵盖财务咨询、抵押贷款、投资、养老金、遗产规划、储蓄和保障服务 [1] - 公司提供财务健康解决方案 包括Lifetime Hub工具、应用程序及教育研讨会、网络研讨会和个性化辅导 [2] - 公司整合技术和人工智能提升服务 同时确保合格专业人员的参与 [2] 战略协同与未来发展 - Tavistock在2024年11月收购了伦敦和巴斯的资产管理公司Alpha Beta Partners [3] - Alpha Beta Partners成立于2017年 为咨询业务和网络提供外包投资解决方案 [4] - 收购Alpha Beta符合Tavistock增强客户投资解决方案的战略 客户包括第三方咨询公司和零售客户 [4] 管理层观点 - Lifetime首席执行官认为合作将推进共同目标 即提供专业且负担得起的财务建议及低成本投资解决方案 [3] - Lifetime首席运营官表示Tavistock共享价值观和愿景 带来规模、资源和全国影响力以加速实现使命 [3] - 现有客户和雇主合作伙伴将继续获得相同优质服务 但公司将拥有更多资源、联系和投资来扩展和增强服务 [3]
What Bonds To Own As Investors Brace For Fed Rate Cuts
Forbes· 2025-09-15 20:00
(Photo by Kevin Dietsch/Getty Images)Getty ImagesWith the Federal Reserve widely expected to cut rates by 0.25% at its September 16 meeting, attention is turning to where investors can find value in fixed income. Many default to the iShares Core U.S. Aggregate Bond ETF (AGG), which tracks the Bloomberg U.S. Aggregate Bond Index. But just as the S&P 500 captures only part of the equity universe, AGG represents a narrow slice of the bond market, often leaving higher-yielding and diversifying opportunities on ...
Strive Announces Board of Directors and Initial Bitcoin Strategy
Prnewswire· 2025-09-15 19:30
公司战略与定位 - 公司是首家公开交易的资产管理比特币库藏公司 专注于通过增加每股比特币持有量以实现长期跑赢比特币的目标 [4][8] - 公司董事会由比特币领域资深高管组成 包括Shirish Jajodia(战略)、Ben Werkman(Swan)、Pierre Rochard(比特币债券公司)等 具备比特币库藏管理、资本市场及治理领域的专业经验 [1][4] - 公司通过Section 351交易所获得初始69枚比特币持仓 并计划通过融资进一步扩展比特币战略 [2][4] 资本运作与财务规划 - 公司完成7.5亿美元融资轮 并可能通过认股权证在12个月内额外获得7.5亿美元资金 [2][4] - 作为知名成熟发行人(WKSI) 公司提交S-3 ASR储架注册 可通过市场发行、债务工具等多种融资工具筹集资金 [3][4] - 启动4.5亿美元市场发行计划(ATM)及5亿美元股票回购计划 以增强资产负债表灵活性 [3][4][6] 业务发展举措 - 公司计划发行公开注册的永久优先股权证券 以 accretive 方式购买更多比特币 旨在增强普通股股东的比特币风险敞口并为收益型投资者提供风险调整后的收入机会 [5][6] - 子公司Strive Asset Management自2022年8月推出首只ETF以来 资产管理规模已增长至20亿美元 [9] - 公司目前采用纯股权资本结构 但有意在2025年发行公开交易的永久优先股权证券 [6] 公司治理结构 - 董事会及高管团队包括CEO Matt Cole、CFO Ben Pham、CLO Logan Beirne、CMO Arshia Sarkhani等 并设比特币战略副总裁Jeff Walton作为董事会观察员 [4][7] - 董事会成员涵盖学术领域代表 包括耶鲁大学公司法、公司金融与证券法教授Jonathan Macey [7]