First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...

I am bullish on AbCellera Biologics Inc. (NASDAQ: ABCL ), driven by long-term outlook gains expected from the completion of the clinical manufacturing facility by the end of 2025. The companyFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment op ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Perigon Wealth Management, a $9.3 billion San Francisco-based registered investment advisor, has acquired Gitterman Wealth Management and Gitterman Asset Management, Edison, N.J.-based sister firms managing $1.3 billion in client assets. Merchant has been a minority investor in Gitterman since 2019. Diffractive Managers Group, the asset management platform of 1251 Capital Group, took a minority ...

I am bullish on Ondas Holdings Inc. (NASDAQ: ONDS ), driven by $150 million in capital intended to expand its global defense and security technologies, specifically in Eastern Europe (Estonia, Ukraine, and the United Kingdom). InFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling ...

First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...

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]