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]

Core Viewpoint - Apollo Global Management, Inc. is facing a class action lawsuit due to alleged securities fraud related to its connections with Jeffrey Epstein, which has resulted in significant stock price declines during the class period from May 10, 2021, to February 21, 2026 [1] Summary by Relevant Sections Stock Price Impact - On February 1, 2026, Apollo's stock price fell by $7.89, or 5.7%, closing at $126.85 per share after revelations about CEO Marc Rowan's consultations with Epstein [1] - Following a February 17, 2026 article urging an SEC investigation, the stock dropped by $6.81, or 5.4%, to close at $118.34 per share [1] - On February 21, 2026, further negative coverage led to a decline of $5.99, or 5%, with the stock closing at $113.73 per share [1] Allegations in the Lawsuit - The lawsuit claims that Apollo's leadership made materially false and misleading statements regarding their business operations and connections to Epstein [1] - Specific allegations include the failure to disclose frequent communications between Apollo's leadership and Epstein, contradicting the company's assertion of no business dealings with him [1] - The lawsuit argues that the reputational harm from these connections was significant and that positive statements made by the company lacked a reasonable basis [1] Class Action Details - Investors who purchased Apollo securities during the class period are encouraged to file a lead plaintiff motion by May 1, 2026 [1] - The law firm Glancy Prongay Wolke & Rotter LLP is leading the class action and is available for inquiries regarding participation [1]

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 strategies [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]

Core Viewpoint - Cohen & Steers reported a significant increase in assets under management (AUM) to $98.4 billion as of February 28, 2026, reflecting a growth driven by market appreciation and net inflows [1] Group 1: Assets Under Management - Preliminary AUM reached $98.4 billion, up $5.4 billion from $93.1 billion at the end of January 2026 [1] - The increase in AUM was attributed to market appreciation of $5.5 billion and net inflows of $7 million, which were partially offset by distributions totaling $151 million [1] Group 2: Breakdown by Investment Vehicle - Institutional Accounts saw a total AUM of $38.5 billion, with advisory accounts at $23.1 billion and subadvisory accounts at $15.4 billion [1] - Open-end Funds increased to $47.1 billion, while Closed-end Funds rose to $12.8 billion [1] Group 3: Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including various asset classes such as real estate, preferred securities, and commodities [1] - The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore [1]

Core Insights - The financial markets experienced a strong performance in 2025, with most major asset classes closing positively, particularly in the fourth quarter, while the U.S. Dollar showed weakness and gold performed exceptionally well [1] - Global equity markets are considered fairly valued or expensive compared to historical averages, with smaller market cap equities and value asset classes appearing more attractive [1] - The fixed income markets performed well despite earlier volatility due to concerns over Trump tariff policies, with the Federal Reserve cutting rates three times in the fourth quarter, ending the year with a Federal Funds Rate between 3.5-3.75% [1] Fundamental Portfolios - The investment team is optimistic for 2026, anticipating that Trump's pro-growth economic policies could boost corporate profits, leading to increased equity exposure in Global Tactical Portfolios, particularly in the DF Tactical 30 ETF [1] - Fixed income exposure has been reduced, with a focus on high-yield credit in bank loans and high-yield bonds, while higher quality, lower yielding positions have been minimized [1] - The bond market is expected to be yield-driven, with two rate cuts anticipated from the Federal Reserve later in the year [1] Rules Based Portfolios - Rules-based equity strategies had a strong performance in 2025, with momentum and dividend strategies remaining invested throughout the year [1] - The momentum strategy focuses on large cap blended markets with higher trailing three-month risk-adjusted price momentum, while the dividend strategy emphasizes higher yielding stocks [1] - The overall market is richly priced, and corporate earnings will need to deliver to sustain current valuations, with potential volatility linked to Federal Reserve actions [1] Blended Portfolios - Blended portfolios combine global macro fundamental research with rules-based technical strategies, favoring U.S. equities and higher yielding credit while maintaining some exposure to intermediate-term treasuries [1] - The investment team is prepared to increase equity exposure tactically but will also be ready to reduce risk if market trends reverse [1]

Core Viewpoint - Patria Investments (PAX) has experienced a significant decline of 15.5% over the past four weeks, but it is now in oversold territory, indicating a potential trend reversal supported by analyst consensus for better-than-expected earnings [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to determine if a stock is oversold, with readings below 30 typically indicating this condition [2]. - PAX's current RSI reading is 20.75, suggesting that the heavy selling pressure may be exhausting, and a trend reversal could be imminent [5]. - RSI helps investors identify potential entry points for stocks that have fallen below their fair value due to excessive selling [3]. Group 2: Fundamental Analysis - Analysts have raised earnings estimates for PAX by 2.6% over the last 30 days, indicating a positive outlook for the company's earnings [7]. - PAX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a turnaround [8].

Core Viewpoint - Brookfield Corporation (NYSE:BN) is recognized as a top investment by billionaire Bill Ackman, comprising 18.15% of his portfolio, indicating strong confidence in the company's potential for growth [1]. Investment Position - As of Q4 2025, Bill Ackman holds 61.40 million shares of Brookfield Corporation valued at $2.82 billion, a slight increase from $2.81 billion in Q3, making it the firm's top holding [2]. Investment Thesis - Ackman views Brookfield Corporation as a structurally undervalued compounder, highlighting its high-quality, asset-rich nature and strong capital allocation. The company is expected to achieve approximately 20% compounded growth in cash flows over the medium term, with potential for significant earnings multiple expansion [3]. Hedge Fund Sentiment - The number of hedge funds holding positions in Brookfield Corporation increased from 42 to 46, with the combined stake rising to $6.5 billion from $6.29 billion, reflecting growing institutional interest in the company's diversified real asset platform [4]. Strategic Developments - Brookfield Corporation is strategically pivoting towards emerging infrastructure themes, having established a $1.00 billion unsecured commercial paper program to enhance liquidity. Additionally, its AI infrastructure venture, Radiant, reached a valuation of $1.30 billion following a merger with Ori Industries [5]. Company Overview - Brookfield Corporation is a global investment firm that manages both private and public investments, focusing on real assets such as infrastructure, renewable power, real estate, private equity, and credit [6].

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]

Price Target Adjustments - Analysts have recently adjusted their price targets for Virtus Investment Partners, with Piper Sandler lowering their target from $218.00 to $206.00 while maintaining an "overweight" rating [1] - Morgan Stanley reduced their price objective from $168.00 to $155.00, assigning an "underweight" rating [1] - Zacks Research upgraded the stock from a "strong sell" to a "hold" rating [1] - TD Cowen decreased their price target from $180.00 to $173.00, also giving a "hold" rating [1] - Barclays reiterated an "underweight" rating with a price objective of $142.00 [1] - The consensus price target for Virtus Investment Partners is currently $169.00, with an average rating of "Reduce" [1] Financial Metrics - Virtus Investment Partners has a market capitalization of $900.41 million and a P/E ratio of 7.96 [2][3] - The company has a debt-to-equity ratio of 0.27, a quick ratio of 11.86, and a current ratio of 11.86 [2][3] - The fifty-day simple moving average is $154.99, while the 200-day simple moving average is $169.54 [2][3] Dividend Information - The company announced a quarterly dividend of $2.40 per share, payable on May 13th, with an annualized dividend of $9.60 and a yield of 7.1% [4] - The dividend payout ratio (DPR) is currently 48.02% [4] Institutional Holdings - Institutional investors hold 80.52% of Virtus Investment Partners' stock [5] - State Street Corp increased its stake by 0.5%, now owning 306,375 shares valued at approximately $49.99 million [5] - Charles Schwab Investment Management Inc. raised its holdings by 1.0%, owning 300,098 shares worth about $48.96 million [5] - Dimensional Fund Advisors LP grew its holdings by 2.4%, now owning 297,128 shares valued at around $48.48 million [5] - Victory Capital Management Inc. increased its stake by 7.0%, owning 245,344 shares valued at approximately $40.03 million [5] - American Century Companies Inc. raised its position by 23.8%, now owning 155,881 shares worth about $29.62 million [5] Stock Performance - Virtus Investment Partners' stock price recently hit a new 52-week low of $131.87, with the last trade at $133.28 [7]

Core Insights - The article emphasizes the importance of preparation and maintaining a diversified portfolio during periods of market uncertainty, rather than reacting emotionally to market volatility [2][5][20] Market Conditions - Escalating tensions in the Middle East have caused disruptions in energy trade routes, leading to increased oil prices and heightened market uncertainty [5][11] - The Strait of Hormuz is a critical chokepoint for global oil consumption, responsible for approximately one-fifth of it, which adds to the volatility in energy markets [3][11] Investor Behavior - Panic selling during downturns can lock in losses for long-term investors, while those who remain invested and diversified tend to perform better [2][6] - Historical data shows that the average investor often underperforms the broader market due to poorly timed decisions driven by emotional responses [6][20] Investment Strategies - Professional guidance from financial advisors can help investors navigate turbulent markets and make informed decisions [6][7] - Automated investment platforms and high-yield accounts can provide better returns on cash holdings, allowing investors to maintain liquidity while generating interest [17][18] Long-term Investment Philosophy - Warren Buffett's advice highlights the importance of contrarian investing, suggesting that investors should be cautious when others are overly optimistic and vice versa [19][20] - Studies indicate that markets typically recover from geopolitical shocks, and the risk of missing out on rebounds is greater for those who panic sell [20][22] Alternative Investments - Gold has historically been a strong performer during geopolitical instability, serving as a diversifier in investment portfolios [12][11] - Investing in physical precious metals or gold IRAs can be part of a long-term wealth preservation strategy amid economic uncertainty [12][13]