Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational content but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment management [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $869 billion in October 2025, up from $860 billion at the end of September, reflecting a 1% month-over-month growth driven by market appreciation and modest net inflows [1][2] Summary by Category Assets Under Management - As of October 31, 2025, total AUM reached $869 billion, with a breakdown of $356 billion in private institutions, $359 billion in retail, and $154 billion in private wealth [2] - The increase in AUM was primarily attributed to market appreciation, with institutional net inflows partially offset by retail net outflows and slight net outflows from private wealth [1] Investment Performance - The total equity AUM was $362 billion, which includes $283 billion in actively managed equity and $79 billion in passive equity [2] - Total fixed income AUM amounted to $314 billion, with $217 billion in taxable fixed income and $88 billion in tax-exempt fixed income [2] - Alternatives and multi-asset solutions contributed $193 billion to the total AUM [2] Company Overview - AllianceBernstein is recognized as a leading global investment management firm, providing diversified investment services to institutional investors, individuals, and private wealth clients across major world markets [4]

Core Insights - The article discusses Oxford Lane Capital Corporation (OXLC) and highlights the importance of thorough due diligence before investing, especially in high-yield opportunities [1] Group 1: Company Overview - Oxford Lane Capital Corporation (OXLC) is presented as a high-yield investment option, but the article emphasizes the need for careful analysis before making investment decisions [1] Group 2: Investment Strategy - The investment group Trapping Value focuses on generating options income while prioritizing capital preservation, operating alongside Preferred Stock Trader [1] - The Covered Calls Portfolio aims to provide lower volatility income investing, while the fixed income portfolio targets securities with high income potential and significant undervaluation [1]

I invest in midcap stocks. Fifteen % of my investment portfolio is allocated to the midcap space. Some of my best all-time returns have come from the midcap space. There was a time when I would have invested inThe Barnacle is a quantitative analyst and has been in and out of the investing business since 2003. He is a former member of Marketocracy's M100 Club. He has a degree in mathematics and believes that mathematics is the root of all success. If the numbers tell one to do something, then do it. When one ...

Core Insights - The Polen U.S. SMID Cap Growth Composite has shown significant performance, with a gross return of 34.84% for the year ending 2024, outperforming the Russell 2500 Growth Index, which returned 13.90% [11][24] - The composite has a strong historical performance, with annualized returns of 15.32% over five years and 14.49% over ten years [11] - The strategy has undergone several management transitions, with Andrew Cupps serving as the portfolio manager since inception in October 2005 [14] Performance Metrics - For 2024, the Polen U.S. SMID Cap Growth Composite reported a net return of 33.74%, while the Russell 2500 Growth Index had a net return of 13.90% [11] - The composite's performance in previous years includes a gross return of 30.72% in 2023 and a significant drop of -37.20% in 2022 [10] - The composite's three-year standard deviation was reported at 24.84%, compared to the Russell 2000's 22.80% [10] Management and Strategy - The Polen U.S. SMID Cap Growth strategy was created on July 1, 2025, and has been managed by various firms before transitioning to Polen Capital [14] - The strategy focuses on small to mid-cap equity accounts and is benchmarked against the Russell 2500 Growth Index [14] - The management fee structure for institutional accounts is tiered, starting at 0.95% for the first $10 million [22]

Accessibility StatementSkip Navigation NEW YORK, Nov. 11, 2025 /PRNewswire/ -- Fundstrat Capital today announced that the Fundstrat Granny Shots US Small- & Mid-Cap ETF ("SMID Granny") (NYSE: GRNJ) and the Fundstrat Granny Shots US Large Cap & Income ETF ("Granny Income") (NYSE: GRNI) are expected to commence trading soon on NYSE Arca. These two new ETFs broaden and strengthen Fundstrat's Granny Shots ETF family, adding a SMID and an income-oriented product, providing investors with enhanced ways to invest ...

Core Insights - SoftBank Group reported a net profit of 2.5 trillion yen ($16.6 billion) for the July-September quarter [1] Financial Performance - The reported net profit of 2.5 trillion yen represents a significant financial achievement for the company during this period [1] - The profit figure translates to approximately $16.6 billion, indicating strong performance in the financial markets [1]

Core Insights - Cohen & Steers, Inc. reported preliminary assets under management (AUM) of $90.6 billion as of October 31, 2025, reflecting a decrease of $312 million from $90.9 billion at September 30, 2025 [1][2] AUM Breakdown - The decrease in AUM was attributed to market depreciation of $1.3 billion and distributions of $150 million, which were partially offset by net inflows of $1.1 billion [1][2] - AUM by investment vehicle as of September 30, 2025, and October 31, 2025: - Institutional Accounts: - Advisory: Increased from $20.208 billion to $20.274 billion - Subadvisory: Increased from $14.503 billion to $14.540 billion - Total Institutional Accounts: Increased from $34.711 billion to $34.814 billion - Open-end Funds: Decreased from $44.421 billion to $43.647 billion - Closed-end Funds: Increased from $11.765 billion to $12.124 billion [2]

Core Insights - Stellus Capital Investment Corporation reported solid operating results for the fiscal quarter ended September 30, 2025, with U.S. GAAP net investment income of $0.32 per share and core net investment income of $0.34 per share [2][9] - The company funded $64 million in investments and received $39 million in repayments, resulting in a total portfolio valued at $1.01 billion [2][4] - Since inception, investors have received a total of $318 million in distributions, equating to $17.75 per share [2] Financial Highlights - For the three months ended September 30, 2025, net investment income was $9.14 million, down from $10.26 million in the same period of 2024, with a per share decrease from $0.39 to $0.32 [3][9] - Core net investment income for the same period was $9.65 million, compared to $10.62 million in 2024, with per share amounts of $0.34 and $0.40 respectively [3][9] - Total realized income for the quarter was $11.83 million, an increase from $6.94 million in the previous year [3] Portfolio Activity - As of September 30, 2025, investments at fair value totaled $1,010.2 million, up from $953.5 million at the end of 2024 [4] - The company had 115 portfolio company investments, an increase from 105 at the end of 2024 [5] - New investments for the quarter amounted to $63.8 million, significantly higher than $17.8 million in the same quarter of 2024 [5] Operating Expenses - Gross operating expenses for the quarter were $17.6 million, compared to $16.2 million in the same period of 2024 [8] - Base management fees increased to $4.4 million from $3.9 million year-over-year [8] - The company waived $0.5 million in income incentive fees due to total return limitations [8] Liquidity and Capital Resources - As of September 30, 2025, the company had $167.6 million in outstanding borrowings under its credit facility, compared to $175.4 million at the end of 2024 [13] - The credit facility allows for borrowings up to $335 million, with an accordion feature for potential expansion [12] Distributions - The company declared aggregate distributions of $0.40 per share for both the three months ended September 30, 2025, and 2024, totaling $11.4 million and $10.6 million respectively [15] - Distributions are not expected to include a return of capital [15] Recent Portfolio Activity - The company made several new investments in various sectors, including healthcare, technology, and consumer services, totaling over $50 million during the quarter [16][18] - Realized investments during the quarter included significant repayments from portfolio companies, contributing to the overall financial performance [17]