Independence Realty Trust, Inc. (NYSE:IRT) is among the 20 Best Investments in 2026. Independence Realty Trust, Inc. (IRT) Swings to Q4 Profit With $33.3M in Net Income Independence Realty Trust, Inc. (NYSE:IRT) is among the best investments. TheFly reported on February 18 that Citi reduced its price target for IRT to $18 from $19.50 and maintained a Neutral rating on the stock. The fourth quarter and year-end results of Independence Realty Trust, Inc. (NYSE:IRT), which concluded on December 31, 2025, ...

Group 1 - Victory Capital has submitted a bid to acquire Janus Henderson, indicating a competitive interest in the asset [1] - The total value of Victory Capital's bid exceeds the deal previously agreed upon by Trian Fund Management and General Catalyst with Janus Henderson in December [1]

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. 2025 witnessed extreme market concentration and a strong focus on artificial intelligence, leaving many sectors behind. The Portfolio, which has been significantly reshaped, now trades at a substantial discount relative to the broader market. The firm strongly believes it will benefit as market fundamentals improve. For the year, the portfolio declined by 1.4%, un ...

Group 1 - The article introduces Daniel Herkenhoff as a new contributing analyst for Seeking Alpha, inviting others to share their investment ideas for publication [1] - Daniel Herkenhoff has been investing and covering Brazilian and U.S. markets since 2018, focusing on a long-term buy-and-hold strategy with companies that have strong financials and operational moats [2] - He began his career as a Financial Advisor at Golden Investimentos in Brazil and later became the company's CIO, overseeing asset allocation and maintaining relationships with asset managers and banks [2] Group 2 - The article includes a disclosure stating that the analyst has a beneficial long position in the shares of NU, indicating personal investment in the company [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and that no specific investment recommendations are provided [4]

Core Insights - Energy infrastructure company Sempra raised its five-year capital plan by 16% and exceeded Wall Street estimates for fourth-quarter adjusted profit, driven by increased power demand and investments [1] Group 1: Financial Performance - Sempra reported a fourth-quarter adjusted profit that surpassed Wall Street expectations [1] - The increase in power demand contributed significantly to the company's financial performance [1] Group 2: Capital Investment - The company increased its five-year capital plan by 16%, indicating a strong commitment to future growth and infrastructure development [1]

investing activities primarily for vessel capital expenditure improvements and for acquisitions.As of December 31, 2025, the Company had a total debt position of $675.0 million and was in compliance with all of its applicable debt covenants.Preferred SharesOn January 20, 2026, the Company issued a Notice of Conversion to each holder of the Preferred Stock, providing that the Company intended to exercise its right, pursuant to the terms of the Certificate of Designations of the Preferred Stock, to effect a m ...

Core Insights - The Fidelity Enhanced International ETF (FENI) has shown strong performance in foreign equities, returning 37.25% over the past year as of December 31, 2025, amidst a successful year for foreign equities [1] - FENI employs a quantitative data-driven investment approach, focusing on identifying businesses with durable competitive advantages at reasonable prices [1] - The ETF charges a fee of 28 basis points and is set to celebrate its three-year milestone in 2026, which is significant for brokerage consideration [1] Investment Strategy - FENI's investment strategy is grounded in systematic equity analysis, utilizing computer-aided models to objectively rank individual securities [1] - The fund primarily invests in stocks from the MSCI EAFE index, excluding the U.S. and Canada, and emphasizes metrics such as growth, profitability, and historical valuation [1] - The managers believe that financial markets are not fully efficient due to behavioral tendencies of investors, and thus apply a systematic process to mitigate emotional biases [1] Future Outlook - FENI's quantitative approach positions it well for continued outperformance in foreign equities as market conditions evolve in 2026 [1] - The fund's long-standing track record since its conversion from a mutual fund in 2007 supports its credibility and investment process [1]

Core Insights - Small-cap stocks have shown strong performance recently, with the Russell 2000 Index returning 10.6% over the last three months [1] - Small-cap ETFs are positioned to capitalize on ongoing trends such as faster earnings growth, lower interest rates, and improved lending conditions [1] Group 1: Small-Cap Performance - U.S. small-cap earnings have rebounded significantly, with a 27% increase from January 27, 2026, after a 36% decline from the end of 2022 to September 19, 2025, leaving earnings only 19% lower than their 2022 peak [1] - The resurgence in small-cap earnings began in late 2025, indicating a potential shift in market dynamics [1] Group 2: Factors Supporting Small-Cap Growth - The spread of AI benefits to smaller companies, fiscal stimulus, and an improved outlook for regional banks are contributing factors that may further enhance small-cap performance [1] - Active management in small-cap ETFs, such as the T. Rowe Price Small-Mid Cap ETF (TMSL), is highlighted as a strategy that can provide an edge in portfolio performance [1] Group 3: T. Rowe Price Small-Mid Cap ETF (TMSL) - TMSL has outperformed the Russell 2000 Index with a return of 14.5% over the last three months, showcasing the effectiveness of its active management approach [1] - The ETF charges 55 basis points and utilizes fundamental research to assess growth opportunities and value measures, focusing on metrics like profitability and cash flow [1] - TMSL's technical indicators suggest a buy signal, with its price above the 50- and 200-day simple moving averages, indicating strong momentum in the small-cap segment [1]

Core Viewpoint - Growth stocks are exhibiting stronger fundamentals compared to value stocks, with higher earnings growth and healthier balance sheets despite concerns over tariffs and deficits [1] Group 1: Earnings Growth and Financial Health - Growth indices show a projected long-term earnings per share growth of 14.4%, while value indices show only 10.2% [1] - Growth companies maintain healthier debt levels, with net debt at 0.4 times earnings before interest, taxes, depreciation, and amortization, compared to 2.2 times for value companies [1] - Approximately $10 trillion in announced private fixed investment in the U.S. supports these fundamentals, enhancing productivity and industrial capacity [1] Group 2: Investment Cycle and Valuation Metrics - The $10 trillion investment pipeline spans various sectors, including artificial intelligence infrastructure and manufacturing capacity, expected to boost productivity and industrial capacity in the coming years [1] - Traditional valuation metrics may become less effective in assessing companies whose value is increasingly driven by intangible assets, such as software and intellectual property [1] - A research-driven approach is essential to identify companies positioned for long-term innovation-led growth, as modern growth businesses often do not fully reflect their value in traditional accounting measures [1] Group 3: Growth Investing Strategy - The Alger 35 ETF takes a focused approach to growth investing, holding 35 companies identified through fundamental research as having promising growth potential [1] - The fund, launched in May 2021, currently has assets of $124 million and carries a 0.55% expense ratio [1] - The combination of superior earnings growth, stronger balance sheets, and a developing capital investment cycle suggests that growth stocks may be better positioned than traditional metrics indicate [1]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...