Jan Silagi is the founder and CEO of Reflexivity. You may recall he's been on the show before for our market navigator segments talking to us a little bit about how the tools you use can shine a light on certain parts of the market that are maybe indicative of things to come. So Yan, thank you very much for being here with us. Thank you for having me.All right, let's talk about AI and whether or not the headline case here is can an AI tool like Reflexivity or something else replace my financial adviser. So ...

Company will leverage AI/ML, cybersecurity, cloud computing and data analytics capabilities to enhance operational readiness Accessibility StatementSkip Navigation Under the task order, GDIT will continue to deliver enterprise IT, communications and mission command support services to U.S. Army Europe and Africa's headquarters, subordinate organizations, NATO and other partners throughout its area of responsibility. The company will modernize the command's network infrastructure, mature its mission partner ...

By Milana Vinn (Reuters) -Boutique investment bank Cascadia Capital is expanding into technology M&A as it hires a veteran technology banker and prepares to open a Silicon Valley office, the firm’s executives told Reuters. The bank has appointed Jonathan Cantwell, previously a partner and head of software investment banking at GP Bullhound, as head of its new technology group. Cantwell will lead recruitment for the new office and build out the firm's advisory practice for companies in the enterprise Sof ...

Core Viewpoint - Huize Holding Limited announced the resignation of Mr. Aaron Xiaolei Hou as an independent director, effective September 30, 2025, due to personal reasons, with no disagreements reported with the company [1][2]. Company Overview - Huize Holding Limited is a leading insurance technology platform in Asia, connecting consumers, insurance carriers, and distribution partners through data-driven and AI-powered solutions [2]. - The company targets mass affluent consumers and aims to meet their lifelong insurance needs through an integrated online-to-offline insurance ecosystem [2]. - Huize offers a wide range of insurance products and services, enhancing the insurance service chain with proprietary technology-enabled solutions for consultation, user engagement, marketing, risk management, and claims service [2]. Management Changes - Mr. Cunjun Ma has been appointed as the chairperson of the nominating and corporate governance committee, succeeding Mr. Hou [1]. - The company expressed gratitude for Mr. Hou's contributions during his tenure, highlighting his experience and insights as instrumental for corporate governance and strategic development [2].

Core Insights - Treasure Global Inc. has filed a Notification of Late Filing on Form 12b-25 with the SEC, allowing additional time to submit its Annual Report on Form 10-K for the fiscal year ended June 30, 2025 [1][2] - The company expects to file its Form 10-K on or before October 15, 2025, and will provide updates on its earnings release and investor communications [2] Company Overview - Treasure Global is a Malaysia-based technology solutions provider focused on digital transformation in retail and services [3] - The flagship product, ZCITY Super App, integrates e-payment solutions with customer loyalty rewards, boasting over 2.7 million registered users as of March 2025 [3] - The company utilizes advanced technologies such as artificial intelligence and data analytics to enhance its platform across e-commerce and fintech sectors [3]

KUALA LUMPUR, Malaysia, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”) today announced that it has filed a Notification of Late Filing on Form 12b-25 with the U.S. Securities and Exchange Commission (“SEC”). The filing provides the Company with additional time to submit its Annual Report on Form 10-K for the fiscal year ended June 30, 2025. The extension is required to allow additional time to complete audit procedures related to certain fiscal yea ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 30, 2025 /PRNewswire/ --Â Hippo (NYSE: HIPO) today announced the appointment of Robin Gordon as Chief Data Officer. In this role, Ms. Gordon will spearhead the strategic growth and evolution of Hippo's Data & Analytics function, advancing the use of predictive modeling, machine learning, and AI to enhance Hippo's risk management capabilities and unlock new opportunities for sustainable and diversified growth. Continue Reading Robin Gordon, Chief ...

Performance Overview - Baron Fifth Avenue Growth Fund gained 24.9% in Q2, outperforming the Russell 1000 Growth Index (17.8%) and the S&P 500 Index (10.9%) [2][4] - Year-to-date performance shows the Fund up 8.2%, compared to 6.1% for the Russell 1000 Growth Index and 6.2% for the S&P 500 Index [2][4] Annualized Performance - The Fund's annualized performance for various periods shows strong returns, with 1-year performance at 25.15% for Institutional Shares, compared to 17.22% for the Russell 1000 Growth Index [3] - Over the last 3 years, the Fund achieved 28.45% annualized returns, significantly higher than the 25.76% for the Russell 1000 Growth Index [3] Stock Selection and Sector Performance - The Fund's outperformance in Q2 was driven by stock selection, contributing 743 basis points, while sector allocation had a modest negative impact [5] - Notable performance in Information Technology (34.0% gain) and Consumer Discretionary (23.6% gain), outperforming the Index in these sectors [5] Key Contributors and Detractors - Top contributors included NVIDIA (4.07%), Cloudflare (2.86%), and Meta Platforms (2.23%) [14] - NVIDIA's stock rose 45.8% in Q2, driven by strong demand for AI infrastructure [14] - Key detractors included argenx SE (-0.23%) and Eli Lilly (-0.12%), with argenx facing lower-than-expected sales and Eli Lilly impacted by competitive concerns [17][18] Recent Activity and Portfolio Adjustments - The Fund added to positions in Eli Lilly, Samsara, Illumina, TSMC, ASML, Datadog, KKR, and Trade Desk during Q2 [24] - The largest addition was Eli Lilly, focusing on its GLP-1 medications for diabetes and obesity, which are expected to drive significant revenue growth [26] Market Outlook and Investment Philosophy - The company emphasizes a long-term investment approach, focusing on fundamentals rather than short-term market volatility [38] - The outlook suggests a wide range of potential outcomes, indicating that extreme market volatility is likely [38] Portfolio Structure - As of June 30, 2025, the top 10 holdings represented 58.0% of the Fund's net assets, with a total of 32 investments in the portfolio [22] - The portfolio is heavily weighted in Information Technology, Consumer Discretionary, Communication Services, Health Care, and Financials, comprising 98.0% of net assets [22]

KUALA LUMPUR, Malaysia, Sept. 26, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a Southeast Asia–anchored technology company, today announced the appointment of Michael Chan as an Executive Director of its Board of Directors, effective immediately. Michael previously served as Chief Financial Officer of Treasure Global, where he contributed to key financial and strategic initiatives, including capital management and operational optimization. After a period ...

Core Viewpoint - The Travelers Companies, Inc. (TRV) is experiencing strong organic growth driven by disciplined underwriting, technological advancements, and a stable investment portfolio, despite facing challenges from inflation and catastrophic exposures [12][19]. Group 1: Financial Performance - TRV shares are trading at a price-to-book value of 2.11X, higher than the industry average of 1.54X, indicating a premium valuation [1]. - The market capitalization of TRV is $62.2 billion, with a year-to-date share price increase of 14.7%, outperforming the industry growth of 7.9% [3]. - The Zacks Consensus Estimate for TRV's 2025 revenues is $48.9 billion, reflecting a year-over-year improvement of 5.2% [6]. Group 2: Growth Drivers - TRV's premium growth is supported by renewals, new business, and disciplined underwriting, with net written premiums exceeding $43 billion, a 70% increase over the past eight years [8][13]. - The company is leveraging AI, analytics, and digital tools to enhance operations and customer engagement, backed by over $1 billion in annual technology investments [14]. - The return on equity (ROE) for TRV is 18.7%, significantly higher than the industry average of 7.7%, showcasing efficient use of shareholders' funds [11]. Group 3: Challenges and Risks - TRV faces challenges from inflation, which increases costs related to auto and home repairs, and exposure to catastrophic events that can introduce volatility in underwriting [16]. - The company's debt-to-capital ratio is 21.4, above the industry average of 16.1, indicating higher leverage levels that require careful management [17]. Group 4: Shareholder Value - TRV has raised dividends five times in the past five years, with an annualized growth rate of 5.7% and a current payout ratio of 19% [18]. - The average target price for TRV, based on 21 analysts, is $294.3 per share, suggesting a 6.6% upside from the last closing price [10].