T. Rowe Price shares surged 6% Thursday as the investment manager teamed up with financial giant Goldman Sachs to offer clients public-private investment solutions. https://t.co/56D6lf80EX ...

DigitalBridge ( DBRG ) is an investment manager focused on the infrastructure that will enable and empower AI. Where GPU makers have been rewarded with rich multiples, DBRG strikes me as very cheap for a company servingI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst ...

AQR lost a $4.7 billion mandate with Dutch pension fund PFZW — part of review that also saw Blackrock lose out https://t.co/YV4S7LARUR ...

New Ethereum ETF broadens platform of solutions for a growing Ethereum investor baseSTAMFORD, Conn., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Grayscale, the world's largest digital asset-focused investment platform, today announced the launch of its latest exchange-traded fund (ETF), Grayscale® Ethereum Covered Call ETF (Ticker: ETCO) (the “Fund”). As the second largest investable opportunity in crypto by market cap, Ether represents a compelling diversification play for many investors in digital assets. The Fund ...

Core Points - Sprott Focus Trust, Inc. has declared a quarterly distribution of $0.1274 per share, payable on September 29, 2025, to stockholders of record as of September 15, 2025 [1] - The Fund has a Distribution Policy of paying quarterly distributions at an annual rate of 6% based on the rolling average of the prior four calendar quarter-end net asset values (NAVs) [2] Distribution Details - The estimated sources of the upcoming distribution include $0.0453 from net investment income, $0.0040 from short-term gains, and $0.0781 from long-term gains, with no return of capital [3] - For the year-to-date 2025, the total estimated distribution per share is $0.3859, with allocations of $0.1334 from net investment income, $0.0061 from short-term gains, $0.2067 from long-term gains, and $0.0397 as return of capital [3] Fund Performance - The average annual total return of the Fund in relation to NAV for the five-year period ending August 31, 2025, is 13.00%, with an annualized current distribution rate of 5.48% [4] - The cumulative total return from December 31, 2024, to August 31, 2025, is reported, with the cumulative fiscal year distribution rate at 4.15% [6] Company Overview - Sprott Focus Trust, Inc. is a closed-end diversified investment management company, aiming for long-term capital growth by investing at least 65% of its assets in equity securities [7]

In the newest episode, host Eric Veiel, Head of Global Investments and Chief Investment Officer for T. Rowe Price, interviews Jane Fraser, Chief Executive Officer of Citi, one of the world's largest global financial services firms. In a comprehensive discussion, they discuss Citi's strategic focus and global positioning, the current economic outlook and investor resilience, and growth opportunities and innovation in the banking sector. "The banking industry is at a pivotal moment, with globalization, techno ...

Core Insights - Hamilton Lane has launched the Hamilton Lane Global Private Secondary Fund (HLGPS), an evergreen investment vehicle focused on the secondary market, which has already secured over $365 million in assets under management, nearly doubling its launch target size [1][2][6] Fund Strategy - HLGPS aims to provide long-term capital appreciation by building a diversified portfolio of secondary investments, focusing on high-quality middle market buyout funds and assets with significant near-term distribution potential [2][4] - The fund offers access to a variety of private market investments diversified across strategies, industries, vintages, and geography, with quarterly limited liquidity [2] Market Context - The secondary market is recognized as one of the fastest-growing strategies in private markets, with increasing demand for evergreen funds globally [4] - Secondary investments typically offer benefits such as diversification, J-curve mitigation, knowledge of underlying assets, increased pace of capital deployment, and value through discounts compared to primary investments [3] Company Background - Hamilton Lane is one of the largest private markets investment firms globally, with approximately $986 billion in assets under management and supervision, including nearly $141 billion in discretionary assets as of June 30, 2025 [5] - The firm has over 30 years of experience in private markets investing and employs around 750 professionals across various regions [5]

Global alternative investment manager Oaktree Capital Management has hired Roger Zhang to lead a new private debt strategy in Asia Pacific, focusing on performing credit, sources say https://t.co/vWTujZDgoq ...

Core Viewpoint - XAI Octagon Floating Rate & Alternative Income Trust has declared a regular monthly distribution of $0.070 per share, with no change from the previous month, payable on October 1, 2025, to shareholders of record as of September 16, 2025 [1] Distribution Details - The distribution amount is $0.070 per common share, with the ex-dividend date and record date both set for September 16, 2025, and the payable date on October 1, 2025 [1] - The Trust's distributions may come from net investment income, capital gains, or a return of capital, and specific tax characteristics will be reported to shareholders on Form 1099 after the end of the calendar year [1][4] Investment Strategy - The Trust aims to achieve attractive total returns with a focus on income generation by investing in a dynamically managed portfolio primarily within private credit markets, targeting at least 80% of its Managed Assets in floating rate credit instruments and structured credit investments [8] Tax Considerations - As a registered investment company, the Trust is subject to a 4% excise tax if it does not distribute at least 98% of its ordinary income and 98.2% of its capital gains by the end of the calendar year [3] - The Trust's net investment income and capital gains can vary significantly, and the final taxable income for the current fiscal year will not be known until tax returns are filed [2] Future Distributions - Future distributions will depend on various factors, including compliance with financial covenants, net investment income, and available cash, with no assurance that future distributions will match current levels [6][7]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.Being riskier, these investments also yield higher returns than their investment-grade brethren. Consequently, this is also where the "income at all costs" investors hang out untilTrapping Value provides Covered Calls, an ...