Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach to identify overlooked investment opportunities [1] Group 1: Company Overview - First Principles Partners employs a "First Principles" methodology to break down complex financial and technological problems, aiming to uncover potential investment opportunities [1] - The company has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] Group 2: Investment Focus - The articles produced by First Principles Partners on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - The company expresses a commitment to sharing insights with a broader audience and engaging with fellow investors to promote positive change in sustainability and innovation [1]

Core Viewpoint - AbCellera Biologics Inc. (NASDAQ: ABCL) is expected to benefit from the completion of its clinical manufacturing facility by the end of 2025, which is anticipated to drive long-term growth [1] Company Analysis - The company is positioned in the biotechnology sector, focusing on innovative solutions and sustainable practices [1] - AbCellera's strategic development includes enhancing its manufacturing capabilities, which is crucial for scaling operations and meeting future demand [1] Investment Perspective - The investment thesis is based on a unique analytical approach termed "First Principles," which aims to identify overlooked investment opportunities by simplifying complex financial and technological problems [1] - The analyst has a strong background in investment, private equity, and venture capital, indicating a robust understanding of market dynamics and potential returns [1]

Core Insights - Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, increasing its assets under management to approximately $10.6 billion [1][2] Company Overview - Perigon Wealth Management is a registered investment advisor based in San Francisco, managing $9.3 billion in client assets prior to the acquisition [1] - Gitterman Wealth Management and Gitterman Asset Management are based in Edison, New Jersey, managing $1.3 billion in client assets [1][2] Acquisition Details - The acquisition will add Gitterman's assets to Perigon, bringing the total to about $10.6 billion [2] - Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as managing directors [2] Team and Client Focus - The six-person wealth management team at Gitterman serves individual investors and professionals from colleges and universities through specific programs [3] - Gitterman specializes in sustainable investing, focusing on climate adaptation and resilience [4] Strategic Alignment - Gitterman expressed that Perigon's strength in impact investing influenced their decision to join the firm, enhancing their asset management strategy for clients [5] - Perigon's CEO emphasized a growth strategy that aligns with firms and individuals sharing similar values, aiming for thoughtful expansion [6]

Core Viewpoint - Ondas Holdings Inc. (NASDAQ: ONDS) is positioned for growth with a $150 million capital investment aimed at expanding its global defense and security technologies, particularly in Eastern Europe, including Estonia, Ukraine, and the United Kingdom [1] Group 1: Investment Strategy - The investment strategy focuses on leveraging capital to enhance technological capabilities in defense and security sectors [1] - The approach taken is termed "First Principles," which involves deconstructing complex problems to identify fundamental financial and technological elements, thereby revealing overlooked investment opportunities [1] Group 2: Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] - The articles produced emphasize emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster a collaborative investment community [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Investment Focus - The company emphasizes uncovering overlooked investment opportunities through a strong background in investment, private equity, and venture capital [1] - Articles produced by the company on Seeking Alpha concentrate on emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Engagement and Community - The company expresses a passion for sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]

Group 1 - AGF Investments Inc. announced cash distributions for various funds, including AGF Enhanced U.S. Equity Income Fund, AGF Total Return Bond Fund, AGF Systematic Global Infrastructure ETF, and AGF Global Sustainable Growth Equity ETF, with payments scheduled for October 6, 2025 [1][2] - The cash distribution amounts per unit are as follows: AGF Enhanced U.S. Equity Income Fund at $0.171091, AGF Total Return Bond Fund at $0.106000, AGF Systematic Global Infrastructure ETF at $0.150552, and AGF Global Sustainable Growth Equity ETF at $0.028000 [2] Group 2 - AGF Management Limited, founded in 1957, is an independent asset management firm with over $56 billion in total assets under management, serving more than 815,000 investors [5][7] - AGF operates through three business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth, focusing on responsible and sustainable corporate practices [6][5] - AGF Investments is a group of subsidiaries under AGF Management Limited, managing mutual funds in Canada and providing investment advisory services [8][9]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - The company has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - Articles produced by the company on Seeking Alpha emphasize emerging technologies, sustainable investing, and the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - The company has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - Articles produced by the company emphasize emerging technologies, sustainable investing, and the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by simplifying complex financial and technological issues [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Core Insights - Nebius Group's partnership with NVIDIA is highlighted as a significant factor contributing to its potential for growth and upside [1] Group 1: Company Overview - Nebius Group is positioned in the technology sector, focusing on innovation and sustainability [1] - The company is associated with First Principles Partners, which specializes in equity research within technology and sustainable investments [1] Group 2: Investment Strategy - The investment approach utilized by First Principles Partners involves deconstructing complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst emphasizes a strong background in investment, private equity, and venture capital, indicating a proven track record of delivering strong returns [1] Group 3: Market Focus - The articles produced by the analyst on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - There is a commitment to sharing insights and learning from fellow investors to foster positive change in sustainability and innovation [1]

Regulatory Landscape - The European Commission is acting to align sustainable investing regulations with efforts to boost capital into the defense industry [1] Industry Focus - The focus is on preventing conflicts between regulations supporting sustainable investing and the need to fund the defense industry [1]