Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Khaveen Investments is a global investment advisory firm that serves high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Investment Strategy - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis [1] - The firm blends three core strategies: global macro, fundamental, and quantitative [1] - The core expertise of the firm lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

MULTITUDE CAPITAL OYJ, STOCK EXCHANGE RELEASE, 18 December 2025 at 17:30 (EET), Choice of the Home Member State Helsinki, 18 December 2025 – Multitude Capital Oyj (the “Company”), a wholly-owned subsidiary of Multitude AG, announces that the Company has chosen Finland as its home Member State for the purposes of Directive 2004/109/EC of the European Parliament and of the Council of 15 December 2004 on the harmonisation of transparency requirements in relation to information about issuers whose securities a ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] - The firm's core expertise lies in disruptive technologies reshaping modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - TransGlobal Assets, Inc. (TMSH) has executed a Letter of Intent (LOI) to acquire majority control of M Love Vintage Holdings, Inc. (M Love), a boutique brand specializing in rare American workwear and curated vintage apparel [1][3] - The acquisition aligns with TMSH's strategy of merging high-value consumer brands with technology-driven platforms, positioning the company as a leader in the convergence of culture and technology [4] Company Overview - M Love Vintage specializes in premium vintage denim and American workwear, featuring brands such as Levi's, Wrangler, and Lee [5][6] - The brand targets upscale customers who value scarcity, authenticity, craftsmanship, and personalization [7] Strategic Rationale - The acquisition is driven by strong industry trends, as consumers increasingly seek limited-supply, high-story-value goods as alternatives to mass-produced fashion [9] - Vintage denim is likened to rare collectibles, with its value appreciating due to scarcity [9] Synergies and Integration - TMSH plans to integrate M Love's offerings with its technology strategy, including AI-powered inventory intelligence and emotional intelligence-based consumer insights [10][12] - The acquisition will enhance TMSH's portfolio with immediate brand recognition and a physical retail presence, creating new pathways for tech-driven growth [12] Transaction Details - TMSH will acquire all of M Love through the issuance of Preferred Shares, with specific terms to be finalized in a Definitive Agreement [10] - The transaction is subject to satisfactory due diligence, board approvals, and compliance with relevant laws [13][14] Management Commentary - TMSH management views the acquisition as a significant step in building a portfolio that blends culture, technology, and high-growth sectors, positioning the company for new verticals in apparel and lifestyle branding [15]

Summary of Evercore Conference Call Company Overview - **Company**: Evercore - **Position**: Chairman and CEO John Weinberg has been in this role for nearly four years, overseeing significant growth and expansion in various sectors and regions [1][3] Key Points and Arguments Growth and Expansion - Evercore has significantly expanded its client footprint and market presence over the past five to six years, particularly in Europe and the sponsor business [3][4] - The firm is now ranked third globally in total advisory revenues, indicating a strong improvement in market share [5] - The brand recognition of Evercore has increased, with more clients approaching the firm without solicitation [6] Strategic Priorities - The focus for the next three to five years includes expanding client reach, broadening product offerings, and investing in high-growth areas such as software, AI, FinTech, and Biotech [7] - The acquisition of Robey Warshaw is seen as a strategic move to enhance Evercore's presence in Europe, particularly in the UK [9] Market Conditions and Client Sentiment - There is a positive sentiment in boardrooms, with management teams open to exploring various strategic options due to improved financing conditions and a more favorable regulatory environment [13][14] - Private equity sponsors are under pressure to execute deals, leading to increased activity in the market [16][17] European Market Outlook - Evercore has established a strong market position in Europe, with record activity levels and a focus on building long-term relationships [19][20] - Recent successful deals, such as the sale of Kering's beauty business to L'Oréal, highlight the firm's growing influence in the region [20] Advisory and ECM Market Trends - The advisory business is expected to continue its upward trajectory, with a strong pipeline of deals anticipated in 2024 and beyond [24][25] - The equity capital markets (ECM) segment is also showing signs of strength, particularly in IPOs and healthcare-related activities [27][28] Restructuring and Liability Management - The restructuring business remains robust, with an increase in larger traditional assignments and a strong backlog [41][42] - The perception of restructuring as a liability management tool is evolving, leading to more significant engagements [44] Financial Management and Capital Return - Evercore is focused on balancing growth investments with margin improvement, aiming to reduce the compensation ratio while managing non-comp expenses [45][46] - The firm has been actively repurchasing shares and plans to continue returning capital to shareholders [47] Future Outlook - The firm is optimistic about 2025 and 2026, with a strong talent pool and a collaborative culture that supports growth [48] Additional Important Insights - The firm has seen a record pace in its secondaries business, with no signs of slowing down, indicating strong client relationships and market acceptance of its products [33][34] - There is no cannibalization between GP and LP secondary businesses, as both serve distinct needs for sponsors [37][38] This summary encapsulates the key insights from the Evercore conference call, highlighting the company's growth strategies, market conditions, and future outlook.