TOUS Offers a Bottom-Up Approach It's one thing to say an ETF is active; it's another to actually invest that way. TOUS offers a bottom-up approach to portfolio construction in the ETF wrapper. Specifically, the strategy invests in companies with quality business models and high growth potential across market capitalizations. Using local market inputs, macroeconomic data, and valuation metrics, the strategy creates a portfolio of about 150 stocks. The active international ETF has returned 32.5% YTD per ETF ...

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If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

PARIS--(BUSINESS WIRE)--Regulatory News: This transaction, which does not include any assets related to the G.H. Mumm Champagne brand or other international Mumm sparkling wines activities, will enable Pernod Ricard to continue focusing its resources on its portfolio of premium international spirits and champagne brands, in line with its premiumisation strategy. It reflects Pernod Ricard's continuous assessment of its strategic opportunities and active portfolio management, in line with its longstanding pol ...

If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

Global investors may be witnessing a historic turning point in how the world views US financial assets, according to Ron Temple, chief market strategist at Lazard. ...

US equity markets are extending early losses following the Trump administration threatening retaliation against the European Union in response to efforts to tax American tech companies.The White House singled out prominent companies, including Accenture Plc, Siemens AG and Spotify Technology SA, as possible targets for new restrictions or fees.“If the EU and EU Member States insist on continuing to restrict, limit, and deter the competitiveness of U.S. service providers through discriminatory means, the Uni ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Key Takeaways Berkshire's insurance float hit $176B in Q3 2025, backed by strong investments and financial flexibility.MET's New Frontier strategy targets cost cuts, global growth and AI-driven operational efficiency.MET boasts 21% ROE and 2025 EPS growth estimate of 7.2%, topping BRK.B's 7.3% ROE and 5.2% EPS decline.The Federal Reserve, in its latest meeting, cut interest rates for the third time in 2025, and there is a probability of one more next year. Meanwhile, equity markets continue to perform satis ...

Key Takeaways HIMS reported third-quarter 2025 net income as it invests in tech, marketing and platform expansion.HIMS is shifting toward personalized, recurring care with new specialties, diagnostics and AI-led innovation.HIMS expands into Canada, the U.K. and Europe, accepting short-term margin pressure to build global scale.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) exemplifies a public-market growth company where scale, profitability and reinvestment are evolving in paral ...