Core Viewpoint - Hamilton Lane (HLNE) has shown a downtrend recently, losing 6.3% over the past week, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging to counteract selling pressure [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be subsiding, which is a bullish signal for HLNE [2][5]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a new low, buying interest has emerged to push the stock price up towards the opening price [4][5]. - The effectiveness of the hammer pattern is enhanced when used alongside other bullish indicators, as its strength is dependent on its placement on the chart [6]. Fundamental Analysis - There has been a notable upward trend in earnings estimate revisions for HLNE, which is a positive fundamental indicator, as such trends are correlated with near-term stock price movements [7]. - Over the last 30 days, the consensus EPS estimate for HLNE has increased by 6.1%, indicating that analysts expect better earnings than previously predicted [8]. - HLNE holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Group 1 - KKR & Co. Inc. is recognized as one of the best dividend stocks to buy, with Piper Sandler reaffirming its Overweight rating and setting a price target of $166 [1][2] - The firm highlighted stronger transaction volumes across various business areas, attributing this growth in deal momentum as a key factor for its positive outlook on KKR [1][3] - Digital infrastructure is identified as a core strength for KKR, presenting a "multi-year opportunity," along with the potential growth in the 401K market [2][3] Group 2 - Despite the favorable overall outlook, KKR's insurance operations are facing near-term pressures due to tight asset spreads and intense competition on the liability side [3] - The insights from Piper Sandler followed a meeting with KKR's CFO Rob Lewin, which reinforced the constructive perspective on the company's business momentum and growth opportunities [3]

Company Overview - KKR & Co. Inc. has a market cap of $131.2 billion and specializes in private equity, real estate, credit, and infrastructure investments, employing various strategies such as leveraged buyouts and impact investing across diverse sectors and geographies [1] - KKR is classified as a "large-cap" stock, actively seeking controlling or strategic minority positions in companies worldwide, typically holding investments for five to seven years before exiting through IPOs, secondary offerings, or strategic sales [2] Stock Performance - KKR shares have declined 19.1% from their 52-week high of $170.40, but have returned nearly 8% over the past three months, slightly outperforming the Dow Jones Industrials Average's over 7% rise during the same period [3] - Year-to-date, KKR stock is down 6.7%, lagging behind the Dow Jones Industrials Average's 8.4% gain, and has risen 4.2% over the past 52 weeks compared to the Dow's 9.3% increase [4] Financial Performance - In Q2 2025, KKR reported adjusted EPS of $1.18, exceeding consensus estimates, but shares fell 2.6% due to a significant drop in net income on a GAAP basis to $472.4 million from $667.9 million a year earlier, alongside rising expenses which increased by 12.8% to $396.9 million [5] - In comparison, rival BlackRock, Inc. has performed better, with its stock soaring over 10% year-to-date and 19.8% over the past 52 weeks [5] Analyst Sentiment - Despite the stock's underperformance, analysts maintain a bullish outlook, with a consensus rating of "Strong Buy" from 20 analysts and a mean price target of $164.79, representing a premium of 19.5% to current levels [6]

Montaka Global Investments, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is focused on sustainably compounding its portfolio over the long term. The June quarter was interesting for investors. In the first week, Trump’s ‘Liberation Day’ tariff policy caused a double-digit drop in the S&P 500. However, the index then rebounded nearly 25%, despite ongoing Israeli and US attacks on Iran. Although volatile, such market ...

Strive, Inc. (Nasdaq: ASST), the investment firm co-founded by Vivek Ramaswamy, announced on Sep. 22 that it is acquiring Semler Scientific (Nasdaq: SMLR), a Bitcoin treasury firm, in an all-stock transaction. Ramaswamy is an entrepreneur and politician who entered U.S. politics as the youngest presidential candidate in the 2024 Republican primaries. However, he withdrew his bid and endorsed Donald Trump who later became the president. He is now campaigning to contest the 2026 Ohio gubernatorial election, ...

Core Insights - Nolan Capital, a family office focused on middle-market investments, has agreed to sell its portfolio company Water Engineering to Kemira, a leader in sustainable chemical solutions for water-intensive industries [1] - The transaction is anticipated to close before the end of 2025, pending regulatory approvals and customary closing conditions [1] Company Overview - Nolan Capital is based in Hermosa Beach, California, and specializes in investing in leading middle-market companies [1] - Kemira, headquartered in Helsinki, Finland, is recognized for its sustainable chemical solutions aimed at water-intensive industries [1] Transaction Details - The sale of Water Engineering to Kemira marks a strategic move for both companies, aligning with Kemira's focus on sustainability [1] - The completion of the transaction is subject to regulatory approvals, indicating a standard process for such deals in the industry [1]

Core Viewpoint - Wendel successfully completed the accelerated placement of approximately 23.3 million Bureau Veritas shares, raising around 591 million euros to prepare for the settlement of an exchangeable bond maturing in March 2026 [1][2][4]. Group 1: Transaction Details - The sale was executed through an accelerated bookbuilding process aimed at qualified and international institutional investors, with a share price set at 25.40 euros [2][3]. - The proceeds from the placement will reduce Wendel's Loan-To-Value (LTV) ratio to approximately 13%, enhancing its financial flexibility ahead of the bond's maturity [4]. Group 2: Impact on Shareholding - Following the placement, Wendel's stake in Bureau Veritas decreased from 26.5% of the share capital and 41% of voting rights to about 21.4% of the share capital and 35% of voting rights [5]. - Wendel has committed to a lock-up period of 180 calendar days for its remaining Bureau Veritas shares post-placement [5]. Group 3: Market Context - The transaction was strategically timed due to the short period until the bond's maturity, upcoming negative windows constraints, and favorable market conditions [4]. - The placement was led by BNP PARIBAS and Goldman Sachs Bank Europe SE, with Société Générale also participating as a joint bookrunner [6].

Core Viewpoint - Wendel is launching the accelerated placement of approximately 23.3 million Bureau Veritas shares to prepare for the settlement of an exchangeable bond maturing in March 2026, aiming to enhance financial flexibility and reduce its Loan-To-Value ratio ahead of the bond's maturity [1][4]. Group 1: Transaction Details - The exchangeable bond (EB) was issued in March 2023, raising €750 million with an annual coupon of 2.625%, which is lower than a straight bond due to its optional component [2]. - The transaction involves monetizing the underlying shares of the EB and implementing a symmetrical hedging protection to neutralize the optional component, with BNP PARIBAS and Goldman Sachs acting as hedging counterparties [3]. - Approximately 2.3 million shares will be ordered by the hedging counterparties as part of the placement, which will be fully allocated by Wendel [3]. Group 2: Financial Implications - The proceeds from the placement will help reduce Wendel's Loan-To-Value ratio, allowing the company to pursue its strategic plan more effectively [4]. - Following the placement, Wendel's stake in Bureau Veritas will decrease from 26.5% of the share capital and 41% of voting rights to approximately 21.4% of the share capital and 35% of voting rights [5]. Group 3: Market and Regulatory Context - The placement is reserved for qualified investors and international institutional investors, and it is not a public offering in any country, including France [7][10]. - The final terms of the placement will be announced after the completion of the bookbuilding process, which is expected to settle on September 18, 2025 [6].

Core Viewpoint - Marlton Partners L.P. asserts that the revised terms of the business combination between 180 Degree Capital Corp. and Mount Logan Capital Inc. validate the shareholder value by delivering 110% of Net Asset Value (NAV) to TURN shareholders [2][3]. Group 1: Transaction Details - The business combination was completed under revised terms on September 12, 2025, which were influenced by Marlton's pressure on management [1][2]. - The revised terms include a 60-day tender offer, providing TURN shareholders with a near-term opportunity for partial liquidity [3]. Group 2: Shareholder Value and Performance - Marlton emphasizes the importance of delivering a premium to NAV, which has been a focal point since the deal's announcement in January [3]. - Since Marlton nominated directors on December 17, 2024, TURN's share price has increased by 35.5%, outperforming the S&P 500's 8.8% and the Russell 2000's 2.78% [4]. Group 3: Company Background - Marlton Partners L.P. is a Chicago-based investment firm with a focus on closed-end funds and enhancing long-term value through active ownership [5].

Group 1 - Brookfield Corporation (NYSE:BN) is recognized as one of the best TSX stocks to buy, with a Buy rating initiated by Goldman Sachs and a price target of C$92 [1] - The company has a large and diverse asset portfolio, including real estate, infrastructure, and renewable energy, which reduces risk and supports growth [2] - Brookfield Corporation is expected to generate increasing excess capital in the coming years, driving growth in book value and improving returns on equity [2] Group 2 - Cash flow from the Real Estate segment is forecasted to grow, along with performance fees and insurance income, presenting an opportunity to buy undervalued shares with strong growth potential [3]