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ASHFORD INC. NAMES JIM PLOHG EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY
Prnewswire· 2025-12-18 22:40
Core Viewpoint - Ashford Inc. has appointed Jim Plohg as Executive Vice President, General Counsel, and Secretary, effective December 16, 2025, to enhance its leadership team and support its growth in the real estate and hospitality sectors [1][2]. Group 1: Appointment Details - Jim Plohg has been with Ashford since 2014, previously serving as Division General Counsel and Managing Director [1]. - His new role involves overseeing all legal, compliance, and regulatory affairs for Ashford Inc., Ashford Hospitality Trust, and Braemar Hotels & Resorts [2]. Group 2: Leadership Perspective - CEO Monty Bennett expressed confidence in Plohg's contributions, highlighting his legal, real estate, and hospitality experience as vital for the company's growth [2]. - Plohg emphasized his commitment to leading the legal team and supporting the organization in expanding its commercial real estate investment and related services [3]. Group 3: Professional Background - Plohg has over 25 years of experience in legal, operational, and investment roles, including senior positions at multi-billion dollar alternative investment firms [3]. - He began his career at the international law firm Norton Rose Fulbright, which adds to his extensive legal expertise [3]. Group 4: Company Overview - Ashford Inc. provides global asset management, investment management, and related services specifically targeting the real estate and hospitality sectors [4].
Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) - Cohen & Steers (NYSE:CNS), Cohen & Steers Infr Fund (NYSE:UTF)
Benzinga· 2025-12-18 22:03
Core Viewpoint - The press release provides shareholders of Cohen & Steers Infrastructure Fund, Inc. with details regarding the distribution sources for the upcoming payment on December 31, 2025, and cumulative distributions for the fiscal year to date [1]. Distribution Policy - The Fund has a managed distribution policy since March 2015, allowing for regular monthly distributions at a fixed rate per common share, aimed at delivering long-term total return potential [2]. - The Board of Directors retains the authority to amend, terminate, or suspend this policy, which could negatively impact the market price of the Fund's shares [2]. Distribution Sources - Monthly distributions may consist of long-term capital gains, short-term capital gains, net investment income, and/or return of capital for federal income tax purposes [3]. - Return of capital includes distributions exceeding net investment income and net realized capital gains, which reduces a shareholder's tax basis in their shares [3]. Distribution Estimates - For December 2025, the estimated distribution per share is $0.1550, entirely sourced from net realized long-term capital gains, while year-to-date distributions total $1.8600 per share [6]. - Year-to-date cumulative distributions show that net investment income contributed 49.45%, net realized short-term capital gains contributed 5.83%, net realized long-term capital gains contributed 36.66%, and return of capital contributed 8.06% [6]. Performance Metrics - The Fund's year-to-date cumulative total return for fiscal year 2025 (January 1, 2025, to November 30, 2025) is 17.97%, with a cumulative distribution rate of 7.08% [9]. - Over the five-year period ending November 30, 2025, the average annual total return is 9.54%, with a current annualized distribution rate of 7.08% [10]. Tax Reporting - Shareholders will receive a Form 1099-DIV for the calendar year, detailing how to report distributions for federal income tax purposes [11]. Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, and commodities [12].
Invesco Small Cap Equity Fund Q3 2025 Commentary (Mutual Fund:SMEAX)
Seeking Alpha· 2025-12-18 05:05
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 information 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 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - The company operates through various affiliated investment advisers that provide advisory services without selling securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, highlighting the firm's extensive distribution network [1]
Cohen & Steers Infrastructure Fund, Inc. Declares Distributions for January, February, and March 2026
Prnewswire· 2025-12-17 21:00
Core Viewpoint - The Cohen & Steers Infrastructure Fund, Inc. has announced its monthly distributions for January, February, and March 2026, with a monthly dividend of $0.155 per share [2]. Distribution Schedule - The distribution schedule is as follows: - January: Ex-Dividend Date on Jan. 13, 2026, Payable Date on Jan. 30, 2026 - February: Ex-Dividend Date on Feb. 10, 2026, Payable Date on Feb. 27, 2026 - March: Ex-Dividend Date on Mar. 10, 2026, Payable Date on Mar. 31, 2026 [2]. Managed Distribution Policy - The Fund operates under a managed distribution policy, allowing for greater flexibility in realizing long-term capital gains and distributing them regularly to shareholders [2][4]. - The Board of Directors retains the right to amend, terminate, or suspend this policy at any time, which could impact the market price of the Fund's shares [2]. Distribution Composition - Distributions may include net investment income, long-term capital gains, short-term capital gains, and/or return of capital [4]. - The characterization of distributions from investments in REITs, MLPs, and CEFs may vary based on the dividends reported to the Fund after year-end [3]. Shareholder Communication - Prior to each monthly payment, the Fund will issue a press release and notice detailing the amount and sources of the distribution for shareholders of record [4].
2026 Market Outlook: A Fed Rally Coming
Seeking Alpha· 2025-12-17 16:12
As 2025 comes to a close, the U.S. market finds itself in a very interesting place. Despite some recent data points that suggest the economy is not doing that great, the major indices have flirted with all-time highs. AsI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I ha ...
Why T. Rowe Price (TROW) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-12-17 15:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks ...
Invesco Rising Dividends Fund Q3 2025 Commentary (Mutual Fund:OARDX)
Seeking Alpha· 2025-12-17 12:38
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
Norway's sovereign wealth fund supports Metaplanet bitcoin plan ahead of EGM vote
Yahoo Finance· 2025-12-17 12:12
Norway’s Norges Bank Investment Management (NBIM) has endorsed Metaplanet's (3350) bitcoin (BTC) focused strategy, voting in favour of all five management proposals ahead of the company’s Extraordinary General Meeting (EGM) on Dec. 22, according to a Bloomberg screenshot shared by Dylan LeClair, Metaplanet’s director of bitcoin strategy. NBIM, which is one of the world's largest sovereign wealth funds, managing about $1.7 trillion in assets, reported that it held approximately 0.3% of Metaplanet as of Ju ...
Time To Consider Value?
Seeking Alpha· 2025-12-17 08:45
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
Invesco Main Street Mid Cap Fund Q3 2025 Commentary (Mutual Fund:OPMSX)
Seeking Alpha· 2025-12-17 04:45
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...