具体来看，伍峰私募成立于2025年10月22日，注册资本为1000万元，机构类型为私募证券投资基金管理人，目前有5名全职员工。 | 机构信息 | | | | --- | --- | --- | | 基金管理人全称(中文) | 伍峰私募基金管理(上海)有限公司 | 投诉 | | 基金管理人全称(英文) 登记编号 | P1075083 | 州城会信息公示 202 | | 组织机构代码 | 91310000MAG0R0XDXF | | | 登记时间 | 2026-01-12 | | | 成立时间 | 2025-10-22 | 一直筒成页 202 | | 注册地址 | 上海市虹口区东大名路391-393号4层 | | | 办公地址 | 上海市浦东新区芳甸路1155号浦东嘉里城办公室1806室 | | | 注册资本(万元)(人民币) | 1,000 2020-1- | 小物会信息少你 202 | | 实缴资本(万元)(人民币) | | | | 注册资本实缴比例 | 100% | | | 企业性质 | 内资企业 | | | 机构类型 | 私募证券投资基金管理人 | | | 业务类型 | 私募证券投资基金 私募证券投资类F ...

Imagine — a boat with two hulls. Preposterous! Oh, wait. Catamarans. Vanguard, the world’s largest nautically themed asset manager, just separated into two investment units. The company’s funds are now handled by either Vanguard Capital Management or Vanguard Portfolio Management, which are separate teams operating in different buildings. The division, completed this week, came about six months after Vanguard announced the pending establishment of the two US investment advisors, a process that it said was ...

This document is for informational purposes only. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. The indicated rates of return (other than for a money market fund) are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions. The indicated rates of return for a money market fund is an annualized historical yield based o ...

Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Blue Owl Capital Inc. during the specified class period of the upcoming lead plaintiff deadline, indicating potential compensation opportunities for affected investors [1]. Group 1: Class Action Details - The class action lawsuit against Blue Owl Capital Inc. has been filed, and investors who wish to serve as lead plaintiff must act by February 2, 2026 [2]. - Investors can join the class action without incurring out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [3]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [3]. Group 3: Case Allegations - The lawsuit alleges that Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [4]. - It is claimed that these misrepresentations led to significant investor damages when the true situation was revealed [4].

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The retail channel for professionally managed assets in the U.S. returned to near parity with the institutional channel as of the most recent data, driven by client demand and strong equity markets, according to Boston-based consultancy Cerulli. In its full-year 2024 assessment for retail and institutional asset management, Cerulli found that retail client channels held $36.6 trillion in assets ...

For years, central banks around the globe have tended to move in the same general direction when it comes to trimming rates. However, that is increasingly not becoming the case. To pick fixed income securities for its portfolio, BKUI's management team blends a top-down and bottom- up investment process. This is done to cultivate lower volatility while maintaining access to higher-income opportunities. In Europe, BNY Investments noted that uneven growth and uncertainty in France are straining the European Ce ...

Core Insights - 2025 experienced record inflows into international ETFs, indicating a strong interest from investors in this asset class [1] Group 1: Investment Trends - The dollar weakness observed in 2025 may present opportunities for investors focusing on international ETFs [1] - The article emphasizes a long-term value investment philosophy, highlighting the importance of rational decision-making and downside protection [1] Group 2: Author's Background - The author has 10 years of experience in managing a portfolio, with a focus on ETF cyclicality and value-oriented investments [1] - The author aims to provide research-based insights to help investors understand valuation, fundamentals, and risk [1]

Manning & Napier Update Summary Company Overview - **Company**: Manning & Napier (NYSE: MN) - **Affiliation**: Part of the Callodine Group, which focuses on income-generating areas in private credit and public equity markets [4][3] Key Industry Insights Economic and Market Contradictions - **2025 Market Performance**: The U.S. economy showed robust headline strength with GDP growth and S&P 500 returns, but underlying growth was narrow, heavily reliant on AI-related companies, which contributed to two-thirds to three-quarters of S&P profits [6][10] - **Market Valuation Discrepancies**: The market exhibited high valuations with significant spreads between expensive and inexpensive stocks, reaching a 35- to 40-year high [11][12] - **Consumer Sentiment vs. Market Performance**: Despite low consumer sentiment, the S&P 500 reached nearly 40 new all-time highs, indicating a disconnect driven by consumer spending despite inflation concerns [17][18] Federal Reserve and Interest Rates - **Rate Cuts**: The Federal Reserve's rate cuts occurred in a relatively healthy economic backdrop, which is historically contradictory [10][14] - **Inflation Trends**: Inflation remains above the Fed's 2% target, with demand-driven inflation still significant, complicating the Fed's rate-cutting strategy [19][20] AI Market Dynamics - **AI Stock Performance**: AI-related stocks have dominated market performance, leading to a narrow market where only a third of stocks outperformed the market, reminiscent of the tech bubble in the late 1990s [21][22] - **Speculative Behavior**: There is evidence of speculative investment behavior in AI stocks, with concerns about over-investment in unprofitable companies [23][26] Investment Opportunities U.S. Equity Markets - **Active Management**: The current market environment is favorable for active management and stock picking due to the diversity of opportunities [13][67] - **Cyclical Recovery Plays**: Opportunities exist in sectors like housing recovery and logistics, as well as undervalued pharmaceutical companies trading at low earnings multiples [67] International Equities - **Regime Shift Potential**: There is a belief that a regime shift towards non-U.S. equities is underway, with European markets trading at significant discounts compared to U.S. markets [34][35] - **Investment Opportunities**: Analysts are finding strong investment opportunities outside the U.S., with many international companies available at lower valuations than their U.S. counterparts [39] Fixed Income Market Insights - **Short vs. Long End of the Curve**: The short end of the curve is benefiting from rate cuts, while the long end remains complicated due to liquidity and economic conditions [42][43] - **Credit Market Conditions**: Credit spreads are tight, but defaults remain low, indicating a stable credit environment [48] Private Credit Market - **Strong Performance**: Private credit has shown strong returns with minimal losses, continuing to gain market share from traditional banks [53][55] - **Specialty Finance Focus**: The Callodine Group focuses on niche areas within private credit, such as asset-based lending and life sciences lending, which offer attractive risk-adjusted returns [63] Conclusion - **Outlook for 2026**: The focus will be on identifying attractive investment opportunities across various sectors while monitoring risks associated with speculative behavior in AI and potential economic downturns [64][66]