Core Viewpoint - Apollo Global Management, Inc. is facing a class action lawsuit for securities fraud due to alleged false and misleading statements regarding its connections with Jeffrey Epstein [1] Summary by Sections Lawsuit Details - The Schall Law Firm is leading a class action lawsuit against Apollo Global Management for violations of the Securities Exchange Act of 1934 [1] - The class period for the lawsuit is from May 10, 2021, to February 21, 2026 [1] - Investors who suffered losses during this period are encouraged to participate in the lawsuit [1] Allegations - The lawsuit claims that Apollo's leadership was in regular contact with Jeffrey Epstein throughout the 2010s, despite the company's public statements denying any business relationship with him [1] - The connection to Epstein is expected to harm Apollo's reputation, and the company's public statements are deemed false and materially misleading [1] Investor Participation - Investors are urged to contact the Schall Law Firm to discuss their rights and potential participation in the lawsuit [1] - The class has not yet been certified, meaning that until certification occurs, investors are not represented by an attorney [1]

Portfolio Manager, financial analyst, attorney, finance author, a regular guest on North American media. Danielle Park is the author of the best selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog:www.jugglingdynamite.com Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions ...

Core Insights - Carillon Tower Advisers released its fourth-quarter 2025 investor letter for the Carillon Eagle Mid Cap Growth Fund, highlighting mixed results for midcap stocks, with the Russell Midcap® Growth Index decreasing by 3.70% and the Russell Midcap® Value Index increasing by 1.41% [1] - The firm anticipates a favorable year ahead for equity markets, identifying potential opportunities in sectors such as Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending through 2026 [1] Midcap Stock Performance - In 2025, midcap stocks generated positive returns but lagged behind 2024, with the Russell Midcap Growth Index rising by 8.66% compared to the Russell Midcap Value Index's 11.04% return [1] - Utilities recorded the highest absolute return in the growth index, up 29.40%, while materials achieved a return of 17.51% but had limited overall contribution due to their smaller weight in the index [1] Veeva Systems Inc. Overview - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $30.56 billion [2] - The stock closed at $185.91 per share on March 3, 2026, with a one-month return of -2.51% and a 52-week loss of 15.47% [2] Veeva Systems Inc. Performance Analysis - Veeva Systems faced challenges after its third-quarter results, with management acknowledging competitive losses despite solid performance [3] - The company has introduced a suite of AI products to mitigate these losses and aims to win back customers, leveraging its broad product portfolio and deep expertise in life sciences [3] Hedge Fund Interest - Veeva Systems Inc. was held by 75 hedge fund portfolios at the end of the fourth quarter, an increase from 57 in the previous quarter, indicating growing interest [4] - Despite its potential, certain AI stocks are viewed as offering greater upside potential and less downside risk compared to Veeva Systems [4]

Company Overview - Rubicon Associates is led by a Chartered Financial Analyst with over 20 years of experience in investment management, focusing on fixed income and preferred stock portfolios, as well as asset allocation and macro portfolios [1] - The principal has managed nearly $7 billion in credit investments and oversaw research and trading activities in the credit market, including a $20 billion short-duration fund [1] Investment Strategy - The company has experience analyzing and investing in both public and private companies globally, advising institutional clients on fixed income strategies, manager selection, and asset allocation [1] - Rubicon Associates has contributed written content to platforms such as Seeking Alpha, Learn Bonds, and TheStreet.com, in addition to providing advisory services to institutional and private investors [1]

Core Insights - The article highlights Danielle Park's extensive experience in finance, emphasizing her role as a Portfolio Manager and financial analyst, where she manages investments for wealthy families in Canada [1] Company Overview - Danielle Park co-founded Venable Park Investment Counsel Inc., an independent investment counsel firm that manages millions for affluent clients [1] - The firm focuses on educating investors about the risks and realities of investment behaviors, reflecting a commitment to responsible money management [1] Industry Impact - Danielle Park is recognized for her contributions to the finance industry, including her bestselling book "Juggling Dynamite," which addresses money management and market insights [1] - As a Chartered Financial Analyst (CFA), she is affiliated with prestigious organizations such as the CFA Institute and the Toronto Society of Financial Analysts, indicating her professional credibility and influence in the financial sector [1]

Core Viewpoint - Sprott Focus Trust, Inc. has declared a quarterly distribution of $0.1335 per share, payable on March 27, 2026, to stockholders of record as of March 13, 2026, with options for cash or additional shares [1]. Distribution Policy - 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]. - The fourth quarter distribution will be the greater of 1.50% of the rolling average or the minimum required by IRS regulations, with the policy subject to change at the discretion of the Board of Directors [2]. Estimated Sources of Distribution - For the distribution on March 27, 2026, the estimated sources are as follows: - Total distribution per share: $0.1335 - Net investment income: $0.0416 (31.16%) - Long-term gains: $0.0919 (68.84%) - No short-term gains or return of capital [3]. Fund Performance - The Fund's average annual total return in relation to NAV for the five-year period ending February 28, 2026, is 13.71% [4]. - The annualized current distribution rate as of February 28, 2026, is 4.73%, with a cumulative fiscal year distribution rate of 1.18% [5][6]. Company Overview - Sprott Focus Trust, Inc. is a closed-end diversified investment management company, listed on the Nasdaq Global Select Market, with a goal of long-term capital growth by investing at least 65% of its assets in equity securities [7].

NEW YORK, March 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Apollo Global Management, Inc. (“Apollo” or the “Company”) (NYSE: APO).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.  The class action concerns whether Apollo and certa ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving KKR & Co. Inc. and its officers or directors [1] Group 1: Dividend Cut and Financial Performance - FS KKR Capital Corp., managed by KKR, reduced its dividend from $0.70 to $0.48 per share due to challenges with certain investments [3] - Approximately 3.4% of FS KKR's portfolio, equating to around $440 million, was on non-accrual at year-end, indicating a lack of expected interest collection on those investments [3] Group 2: Stock Price Reaction - Following the dividend cut announcement, KKR's stock price dropped by $8.95, or 9.26%, closing at $87.68 per share on February 27, 2026 [4]

Core Viewpoint - Diamond Hill Investment Group, Inc. has received all necessary shareholder approvals for its acquisition by First Eagle Investment Management, LLC [1] Group 1 - The acquisition aligns with Diamond Hill's valuation-driven principles and long-term perspective [1] - The company emphasizes capacity discipline and client alignment in its investment management approach [1]

Core Viewpoint - A class action lawsuit has been filed against BlackRock TCP Capital Corp. for alleged securities fraud and unlawful business practices [2][4]. Group 1: Lawsuit Details - Investors are encouraged to contact Pomerantz LLP for participation in the class action, with a deadline to apply as Lead Plaintiff by April 6, 2026 [2][3]. - The lawsuit claims that BlackRock TCP and its officers may have engaged in fraudulent activities related to the company's financial disclosures [2]. Group 2: Financial Performance - On February 27, 2025, BlackRock TCP reported that the number of portfolio companies on non-accrual status had more than doubled, and its net asset value (NAV) fell over 22% year-over-year to $9.23 per share, leading to a 9.6% drop in stock price [4]. - On January 23, 2026, BlackRock TCP disclosed that its NAV per share was actually between $7.05 and $7.09, which is 19% lower than the previous quarter and 23.4% lower than the previous year, resulting in a nearly 13% decline in stock price [5].