Group 1 - The author has been active in the markets for several years, focusing primarily on long/short equities [1] - The author holds a Bachelor of Science Degree from Lehigh University, majoring in Finance and Accounting, with a minor in History [1] - The author has experience managing portfolios, including serving as the Head Portfolio Manager of the Investment Management Group at Lehigh University [1] Group 2 - The article emphasizes the importance of conducting proper due diligence before making any investment decisions [3] - Investors are encouraged to seek advice from brokers or financial advisers when considering investments [3] - The article states that past performance is not indicative of future results, highlighting the uncertainty in investment outcomes [4]

Shares of Wall Street’s largest alternative-investment firms plunged, driven by fears that artificial intelligence-driven disruptions would cause steep losses on their books https://t.co/80obsagtrt ...

Haverford, PA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Investview, Inc. (OTCQB: INVU), a diversified financial technology services company operating across multiple business units that feature the sale of financial education products and services through a global network of independent distributors, the manufacture and sale of consumer health, wellness and nutrition products, an early-stage online trading broker-dealer platform for self-directed retail investors, and a sustainable blockchain technology focused on ...

Core Viewpoint - Hamilton Lane reported strong growth in assets and fee-related results during its fiscal third-quarter 2026 earnings call, highlighting a strategic partnership with Guardian and the performance of its Evergreen platform. Financial Performance - The company declared a quarterly dividend of $0.54 per share, targeting $2.16 per share for fiscal year 2026, representing a planned 10% increase over the prior fiscal year [1] - GAAP EPS was $4.35 on $183 million of GAAP net income, while non-GAAP EPS was $4.41 on $240.1 million of adjusted net income [1] Asset Management - Hamilton Lane ended the quarter with a total asset footprint of over $1 trillion, up 6% year-over-year [2][6] - Assets under management (AUM) were $146 billion, an increase of $11 billion or 8%, driven by specialized funds and customized separate accounts [2] - Assets under advisement (AUA) totaled $871 billion, up $50 billion or 6%, attributed to market value growth and technology solutions [2] Growth Drivers - Fee-earning AUM rose to $79.1 billion, an increase of 11%, with specialized fund fee-earning AUM reaching $38.1 billion, up 22% [4][9] - The Evergreen platform surpassed $16 billion in AUM with over $1.2 billion of net inflows this quarter, contributing to a blended fee rate of 67 basis points [4][16] Strategic Partnership - The strategic partnership with Guardian has closed, with Hamilton Lane overseeing nearly $5 billion of Guardian's private equity portfolio and expecting approximately $500 million in annual commitments for at least 10 years [5][7] - Initial economic impacts from the partnership are expected in fiscal Q4 2026, with warrant dilution anticipated to be under 1% [8] Fundraising and Product Development - The firm expects first closes for its seventh secondary fund and second venture access product in the second calendar quarter of 2026 [12] - The sixth Equity Opportunities Fund raised nearly $300 million during the quarter, with a total exceeding $2.3 billion [13] - The second infrastructure fund raised nearly $2 billion, with over $1.5 billion committed to the fund [14] Market Outlook - Distribution activity is increasing as buyers and sellers approach price equilibrium, with expectations for a stronger exit environment in 2026 compared to 2025 [18] - The secondaries market is characterized as undercapitalized relative to transaction demand, indicating growth potential for Hamilton Lane [18] Technology Investment - Hamilton Lane made an investment in Pluto Financial Technologies, an AI-driven platform aimed at enhancing access to private market portfolios and providing liquidity solutions for investors [19]

Financial Data and Key Metrics Changes - The company held its Annual General Meeting on February 3, 2026, where it reported the election of two directors and the ratification of its independent accounting firm for the fiscal year ending September 30, 2026 [10][11]. Business Line Data and Key Metrics Changes - No specific financial data or key metrics related to business lines were provided in the meeting [12]. Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting [12]. Company Strategy and Development Direction and Industry Competition - The company is focused on maintaining its governance structure by electing directors and ensuring the continuity of its independent audit firm, which reflects a commitment to corporate governance and transparency [10][11]. Management Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [12]. Other Important Information - The meeting was conducted virtually, and stockholders were encouraged to participate through a web portal [4][5]. - The company confirmed that a quorum was present for conducting business [6]. Q&A Session Summary - No questions were submitted during the Q&A session, and the meeting concluded without any further inquiries from stockholders [12].

Group 1: Economic Investments and Initiatives - The Maryland Marketing Partnership is driving branding and marketing efforts to attract businesses and grow the state's economy [1] - BGE announced a $250,000 grant for Civic Works' Baltimore Shines solar initiative, which will support solar installations for 30 homes, generating over 182,000 kWh of clean electricity annually [2] - Montgomery County Economic Development Corporation is facilitating business relocations and expansions, celebrating Samsung Biologics' expansion and awarding $7.5 million in grants to 55 early-stage companies [2] Group 2: Real Estate and Development - Peterson Companies and Sphere Entertainment Co. plan to develop a new Sphere venue at National Harbor, expected to create approximately 2,500 construction jobs and 4,750 operational jobs, with an economic impact exceeding $1 billion annually [3] - St. John Properties signed two new leases totaling over 310,000 square feet at Glen Burnie Business Center, with tenants planning to open early next year [5][6] Group 3: Education and Workforce Development - The University System of Maryland's HBCUs are expanding academic programs and partnerships, awarding 1,742 undergraduate degrees last year, and generating $351.3 million in economic impact [9] Group 4: Venture Capital and Innovation - TEDCO continues to support startups in technology and life sciences, announcing several agreements for investment capital and collaborations, including a potential $50 million investment from Taiwanese entities [7] Group 5: Financial Services - T. Rowe Price has formed a strategic collaboration with First Abu Dhabi Bank to provide a range of investment solutions, enhancing the bank's offerings and supporting sustainable growth in the GCC [8]

Core Insights - Diamond Hill Capital's "Large Cap Fund" reported a 1.41% return in Q4 2025, underperforming the Russell 1000 Value Index, which increased by 3.8% [1] - The information technology and communication services sectors led the market rally, driven by optimism surrounding AI [1] - The firm remains cautious about AI-driven market enthusiasm, favoring fundamentally stable, high-quality, cash-generative businesses [1] Company-Specific Insights - Sysco Corporation (NYSE:SYY) was identified as a leading performance detractor for the Diamond Hill Large Cap Fund [2] - As of February 2, 2026, Sysco's stock closed at $82.86, with a market capitalization of $39.684 billion [2] - Sysco's stock delivered a 13.48% return in the past month and a 16.05% return over the past twelve months [2] - Concerns regarding the macro environment for restaurants and weakening consumer sentiment contributed to a decline in Sysco's shares [3] - Despite these concerns, the company maintains a strong market position due to its economies of scale, buying power, and product assortment [3] - Sysco's second-quarter fiscal 2025 revenue was reported at $21 billion, reflecting a 3% year-over-year growth [4] - Sysco is not among the 30 most popular stocks among hedge funds, although the number of hedge funds holding its shares increased from 45 to 54 [4]

Core Viewpoint - Bank of America highlights the "permanent portfolio" as a strong alternative to the traditional 60/40 investment strategy, noting its impressive performance over the past decade and particularly in 2025 [1] Group 1: Portfolio Performance - The permanent portfolio, consisting of 25% stocks, 25% bonds, 25% gold, and 25% cash, has achieved an average annual return of 8.7% over the last ten years [1] - The year 2025 marked the best single-year performance for the portfolio since 1979, with gains of 23% [1] - In the previous year, the S&P 500 rose by 15%, while gold prices surged by 65%, contributing to the portfolio's success [2] Group 2: Recent Market Trends - Despite a recent 12% drop in gold prices, the metal remains positive year-to-date, and stock prices have also seen slight increases [3] - Cash-equivalent investments, such as short-term Treasury notes, yielded between 3.8% and 4.3% [2] Group 3: Investment Options - Investors can gain exposure to the permanent portfolio through various exchange-traded funds (ETFs), including the SPDR S&P 500 ETF Trust, BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN), SPDR Gold Trust (GLD), and iShares 0-3 Month Treasury Bond ETF (SGOV) [4] Group 4: Alternative Strategies - Other investment firms, like Vanguard, have also proposed alternatives to the traditional 60/40 portfolio, suggesting a 60% allocation to bonds and 40% to stocks, reflecting a bullish stance on fixed income [5] - Vanguard has recommended that investors consider allocating up to 70% to bonds due to expectations of subdued stock returns in the coming years [5]

GREENWICH, Conn., Feb. 02, 2026 (GLOBE NEWSWIRE) -- GAMCO Investors, Inc. (“Gabelli”) (OTCQX: GAMI) today announced that certain of its affiliates intend to nominate David Schachter for election as a Trustee to the Boards of the Saba Income & Capital Opportunities Fund (NYSE: BRW) and the Saba Capital Income & Opportunities Fund II (NYSE: SABA), both closed-end funds (the “Funds”) managed by Saba Capital Management L.P. The Funds currently trade at discounts to their net asset values—approximately 11.26% fo ...

Core Viewpoint - Neuberger Berman focuses on delivering compelling long-term investment results for clients, driven by a culture of fundamental research and innovation [1] Company Overview - Founded in 1939, Neuberger Berman operates in 39 cities across 26 countries, managing a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] - The firm has a total of 2,850 employees, including 763 investment professionals, emphasizing a commitment to client outcomes and investment excellence [1] Employee and Culture - Neuberger Berman has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey as either first or second since 2014 [1] - As a private, independent, employee-owned investment manager, the firm aligns its structure with the long-term interests of clients, with no external parent or public shareholders [1] Financials - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]