Core Viewpoint - Ares Management Corporation (ARES) is set to announce its fiscal fourth-quarter earnings for 2025, with analysts expecting significant growth in earnings per share (EPS) compared to the previous year [1][2]. Financial Performance - Analysts anticipate ARES will report a profit of $1.72 per share on a diluted basis, reflecting a 39.8% increase from $1.23 per share in the same quarter last year [2]. - For the full fiscal year, ARES is expected to achieve an EPS of $5.08, which is a 28% increase from $3.97 in fiscal 2024 [3]. - The EPS is projected to rise further to $6.58 in fiscal 2026, marking a year-over-year increase of 29.5% [3]. Stock Performance - Over the past 52 weeks, ARES stock has underperformed, with a decline of 2.4%, while the S&P 500 Index and the Financial Select Sector SPDR Fund gained 16.2% and 16.4%, respectively [4]. - Following the Q3 results announcement on Nov. 3, 2025, ARES shares increased by 4.6%, with an adjusted EPS of $1.19 surpassing Wall Street expectations of $1.14 [5]. Analyst Ratings - The consensus opinion on ARES stock is moderately bullish, with a "Moderate Buy" rating overall. Out of 19 analysts, nine recommend a "Strong Buy," two suggest a "Moderate Buy," and eight give a "Hold" rating [5]. - The average analyst price target for ARES is $190.29, indicating a potential upside of 8.1% from current levels [5].

Core Insights - The article highlights the extensive experience of Donald A. Steinbrugge in the investment management industry, particularly in hedge funds [1] - Steinbrugge is the Chairman of Agecroft Partners, a consulting and marketing firm for hedge funds, which engages with over a thousand hedge fund investors monthly [1] - His background includes leadership roles in major hedge fund organizations and institutional investment management firms, showcasing his influence in the industry [1] Company Overview - Agecroft Partners specializes in consulting and third-party marketing for hedge funds, indicating a focus on connecting hedge fund managers with potential investors [1] - The firm conducts significant due diligence on hedge fund managers, emphasizing the importance of thorough research in investment decisions [1] Industry Context - Steinbrugge's experience includes being the head of sales for one of the largest hedge fund organizations and institutional investment management firms, reflecting the competitive landscape of the hedge fund industry [1] - His previous roles at Andor Capital Management and Merrill Lynch Investment Managers highlight the evolution and growth of hedge fund firms in the global market [1]

Alternative investment managers are starting to take a serious interest in catastrophe bonds tied to wildfires, moving into a risk category that just a few years ago was seen as too difficult to model https://t.co/uGsF0aEXUl ...

Group 1 - Stonepeak, through Typewriter Ascend Ltd, has acquired Global Sea Containers Limited from Bohai Leasing Co., Ltd, reinforcing its commitment to the container leasing sector [1][2] - The acquisition results in a combined fleet of approximately 8.3 million CEU, establishing the largest and most diversified container fleet globally [3] - The merger aims to enhance service offerings and inventory availability, leveraging the strengths of both Textainer and Seaco [3][4] Group 2 - Textainer's CEO emphasized that the transaction will support seamless global leasing services and facilitate customer business growth [4] - The collaboration is expected to bring together industry expertise and resources, positioning the companies for growth in a dynamic market [4][5] - Stonepeak manages approximately $80 billion in assets, focusing on infrastructure and real assets, aiming for strong risk-adjusted returns [5] Group 3 - Textainer has been a leading lessor of intermodal containers since 1979, with a fleet of 4.4 million TEU, serving around 200 customers globally [6] - The company operates through a network of 14 offices and approximately 400 independent depots worldwide [6]

Core Viewpoint - The Marygold Companies, Inc. has launched the USCF Oil Plus Bitcoin Strategy Fund, marking its first entry into the cryptocurrency market through its subsidiary USCF Investments [1] Group 1: Company Developments - The USCF Oil Plus Bitcoin Strategy Fund is an exchange-traded fund (ETF) that represents a significant milestone for USCF Investments [1] - This launch expands the portfolio of alternative investment products offered by the Marygold Companies [1]

Core Insights - Apollo Global Management (NYSE:APO) is recognized as a leading global alternative investment manager, specializing in private equity, credit, and real estate investments, competing with firms like Blackstone and KKR [1][5] - A price target of $186 has been set by Michael Brown from UBS, indicating a potential upside of 24.79% from the current price of $149.06 [1][5] - The Investment Committee has identified Apollo Global as a top stock to watch for the second half of the year, suggesting potential opportunities for investors [2][5] Stock Performance - APO's stock price recently increased by 3.59%, or $5.17, reaching $149.06, with fluctuations between $143.12 and $149.60 during the trading day [3][5] - Over the past year, the stock has experienced significant volatility, with a high of $179.48 and a low of $102.58 [3][5] Market Capitalization and Trading Activity - Apollo Global Management has a market capitalization of approximately $86.51 billion, reflecting the total market value of the company's outstanding shares [4] - The trading volume for the day was 3,378,285 shares, indicating strong investor interest and activity in the stock [4]

Biggest names in banking are convening here in New York City for Goldman Sachs annual financial services conference. Been a busy week already, including Aries management co-founder and [music] CEO Michael Aragetti, who joins us now with Leslie Picker. Hey, Leslie. >> Hey, Carl.Thank you. And thank you, Michael. >> Hey, Leslie.It's good to be here. Good to have you. Um, so your stock was up about 7% yesterday on the inclusion into the S&P 500.Uh, what do you think that moment says about Aries in the industry ...

Core Insights - MGT has secured a $350 million investment from Ares Management Corporation, valuing the company at $1.25 billion [1] - The investment is aimed at expanding MGT's capacity for larger acquisitions and accelerating growth in its value-creation plan [1] - MGT has tripled its enterprise value since Vistria's majority investment in April 2023, driven by a programmatic M&A strategy and strong organic growth [1] Company Overview - MGT serves state, local, and education (SLED) clients, impacting over 200 million people annually, including 20 million K-12 students [1] - The company has over 1,100 employee-owners and serves more than 2,500 clients with a focus on technology modernization, AI, cyber security, and K-12 school improvement [1] - Founded in 1975, MGT has rapidly expanded since 2016 through organic growth and 13 strategic acquisitions [1] Financial Performance - MGT ranked No. 830 on the Inc. 5000 list of the fastest-growing private companies and No. 6 on CRN's Fast Growth 150 list in 2025 [1] - Ares Management Corporation manages approximately $572 billion in assets, indicating strong financial backing for MGT's future growth [1]

Core Insights - Ares Management Corporation has launched a new brand, Marq Logistics, to unify its global logistics real estate platforms, managing over 600 million square feet of facilities across the Americas, Europe, and APAC [1][5]. Group 1: Brand and Platform Consolidation - Marq combines Ares' logistics real estate platforms in North America and Europe, including Ares Industrial Management, with the global GLP logistics platform outside of China [2]. - The consolidation follows Ares' acquisition of GLP Capital Partners Limited's international business, which was completed in March 2025 [2]. Group 2: Strategic Goals and Operations - Marq aims to deliver global scale and local operational excellence to logistics tenants, positioning itself as a landlord of choice [3][4]. - The brand is focused on providing best-in-class solutions and a consistent experience for tenants globally [3][5]. Group 3: Company Overview - Ares Management Corporation manages approximately $110 billion in assets as of September 30, 2025, and has a global platform with over $595 billion in assets under management [4][6]. - The company operates across various asset classes, including credit, real estate, private equity, and infrastructure [6].

Investment & Asset Management - Benetton family's holding company Edizione is establishing an alternative investment firm [1] - The firm will manage approximately €3 billion in assets [1] Private Markets Focus - The new firm aims to expand Edizione's presence in private markets [1]