Core Insights - P10, Inc. reported record organic fundraising and deployments exceeding $1.9 billion in gross new fee-paying assets under management (AUM) [1] - Fee-paying AUM grew by 21% year over year, reaching $28.9 billion following the acquisition of Qualitas Funds [1][4] - The company achieved a total revenue of $72.7 million, reflecting a 2% increase year over year [9] Financial Highlights - Fee-related revenue was $72.7 million, a 6% increase year over year [9] - GAAP net income decreased to $4.2 million from $7.4 million in the prior year, representing a 43% decline [9][16] - Adjusted net income was $26.7 million, down from $28.8 million in the previous year, a decrease of 7% [9][16] Shareholder Returns - The company repurchased 2,501,083 shares at an average price of $10.49 per share, with approximately $2.3 million remaining under the share repurchase authorization [5] - A quarterly cash dividend of $0.0375 per share was declared, payable on September 19, 2025 [6] Strategic Initiatives - P10's strategies focused on capital formation, global expansion, and cross-platform collaboration, resulting in nearly $3 billion increase in gross fee-paying AUM during the quarter [4] - The company emphasizes its focus on the middle and lower-middle market, which is expected to drive long-term demand for its solutions [4]

Southeastern Asset Management has been a leader in value equity investing for over four decades. Southeastern Asset Management created the Longleaf Partners Funds in 1987, as a way for its employees to invest alongside clients, and today Southeastern employees and related entities are the largest collective investor across Funds advised by Southeastern. Note: This account is not managed or monitored by The Longleaf Partners Funds, and any messages sent via Seeking Alpha will not receive a response. For inqu ...

Financial Data and Key Metrics Changes - Net income for Q1 was 107.3 billion yen, an increase of 20.6 billion yen year on year, with an annualized ROE of 10.4% [3][6] - Pre-tax profit was 155.5 billion yen, up 35.3 billion yen from last year [4][10] - The company completed 40.9 billion yen of its 100 billion yen share buyback program announced in May [5][37] Business Line Data and Key Metrics Changes - Finance segment profit increased by 5% year on year to 49 billion yen, with a progress rate of 27% against the full year forecast [7] - Operation segment profit also rose by 5% year on year to 55.8 billion yen, with a progress rate of 24% against the full year forecast [8] - Investment segment profit surged by 61% year on year to 60.1 billion yen, driven by gains from the sale of Hotel Universal Port Vita and valuation gains on Ormat shares [9][10] Market Data and Key Metrics Changes - The concession business at Kansai International Airport is experiencing growth due to increased international passenger numbers, reflecting steady performance [25] - RevPAR at hotels in the Kansai area has been improving, with new luxury hotel openings anticipated to drive future demand [26] Company Strategy and Development Direction - The company is focusing on capital recycling and optimizing its portfolio in the renewable energy sector, including the sale of GreenCo shares and investment in AM Green [17][20] - The investment pipeline is robust at 2 trillion yen, emphasizing sustainable growth through immediate revenue-generating projects and those requiring longer development periods [24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged increasing macroeconomic uncertainty and is reviewing planned exits and full-year net income targets [4][38] - The outlook for the first half is strong, with expected gains from the sale of GreenCo and new investments [6][38] Other Important Information - The company plans to maintain a conservative investment approach due to inflation and rising construction costs [26] - The company aims to enhance corporate value by increasing direct dialogue with institutional investors and focusing on improving ROE and EPS growth [39] Q&A Session Summary Question: Concerns regarding US-related business risks due to tariffs and renewable energy incentives - Management indicated that while the direct exposure in the US is limited, they will remain flexible in managing assets and continue to invest in Hilco Global, which is countercyclical [41][48] Question: Inquiry about capital recycling and outlook for capital losses - Management stated that the capital gain budget is under review, and they are assessing the timing for potential capital losses and impairments [50][54] Question: Clarification on investment discipline and dividend payout timing - Management explained that the decision to terminate discussions with Panasonic was based on a reassessment of business feasibility, and the dividend payout was made to return capital while maintaining financial soundness [60][66] Question: Inquiry about base profit sustainability and guidance - Management confirmed that while the first quarter base profit was solid, it included some one-off profits, and they aim to maintain momentum moving forward [80][82] Question: Clarification on the meaning of "under review" for fiscal year guidance - Management clarified that "under review" means they are reassessing the budget and performance expectations, not necessarily indicating a negative outlook [84][86] Question: Inquiry about asset management growth and AUM increase - Management attributed the increase in AUM to cash inflows and improved market conditions, particularly in the US and Europe [90][93]

Trading at low earnings multiples, this trio also offers attractive payouts. Dividend growth stocks can be great long-term investments to put into any portfolio. If a company grows its dividend on a regular basis, that can help ensure that inflation doesn't diminish the value of the payout over time. And the longer you hang on, the higher your dividend income becomes. Dividends increases are by no means a guarantee, and that's why it's important to focus on quality stocks. Three solid dividend stocks that y ...

The iShares Bitcoin Trust (IBIT 1.49%) is an exchange-traded fund that tracks the price of Bitcoin (BTC 0.80%). The fund is run by BlackRock, the largest asset manager in the world. Bitcoin currently trades at $115,000. But several Wall Street analyst have made predictions that imply big gains in the remaining months of 2025. Recently filed Forms 13F show an important trend: The number of large asset managers (i.e., those with $100 million in securities) with positions in the two most popular spot Bitcoin E ...

Core Insights - GAM Holding AG is now fully focused on growth with new investment partnerships and leadership in place, marking a significant transformation in its business strategy [1][6][20] Financial Performance - The underlying pre-tax loss for H1 2025 was CHF 34.1 million, slightly higher than the CHF 33.2 million loss in H1 2024, primarily due to lower net fee and commission income [4] - GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3 million of reorganisation and other charges [7] - Assets under Management (AuM) stood at CHF 12.7 billion as of 30 June 2025, down from CHF 16.3 billion at the end of 2024, with outflows driven by changes in the European Equity investment team [16][17] Strategic Initiatives - GAM has completed its transformation and is entering a new phase focused on sustainable growth, innovation, and client-centric excellence [6] - The company has enhanced its investment platform with the establishment of a new European Equity team and partnerships with Swiss Re and Gramercy for Cat Bond strategies and Emerging Market Debt strategies, respectively [12][16] - GAM's distribution leadership has been strengthened with new senior hires and the return of Tim Rainsford as Group Chief Distribution Officer [12] Investment Performance - GAM continues to deliver strong investment performance, with 73% of Investment Management AuM outperforming their three-year benchmark and 74% outperforming their five-year benchmark as of 30 June 2025 [10][14] - GAM has also outperformed its peer group, with 55% of Investment Management AuM outperforming their three-year Morningstar peer group and 76% outperforming their five-year peer group [14][15] Awards and Recognition - GAM has received multiple awards, including LSEG Lipper's 2025 Best Overall Investment Group across Europe over three years and the PAM Award 2025 for Investment Performance – Growth Portfolios [12]

Consistent with Manulife's strategy to increase earnings from its highest potential businesses Comvest is a rapidly growing, middle market private credit manager Alignment creates a comprehensive US$18.4 billion1 private credit asset management platform Comvest leadership will lead the aligned private credit platform and there will be no changes to investment process or strategy Financially attractive transaction for Manulife shareholders, expected to be immediately accretive to core EPS, core ROE, and cor ...

PHILADELPHIA, Aug. 6, 2025 /PRNewswire/ -- FS Credit Opportunities Corp. (NYSE: FSCO) today announced that it will release its financial results for the second quarter ended June 30, 2025, on Monday, August 25, 2025, after the market close.The Company will also post an earnings presentation with financial information, which will be accessible after the market close on Monday, August 25, 2025, on the FSCO website under the Investor Relations section at: https://www.futurestandard.com/investments/fs-credit-op ...

Core Insights - Franklin Resources, Inc. (BEN) reported preliminary assets under management (AUM) of $1.62 trillion for July 2025, reflecting a slight increase from the previous month due to market gains and flat long-term net inflows, which included $3 billion of long-term net outflows at Western Asset Management [1][10]. AUM Breakdown - Equity assets reached $662.8 billion, marking a 1% increase from the previous month. Multi-asset AUM was $184.7 billion, also up nearly 1%. Cash management balance increased marginally to $72 billion. However, fixed income AUM declined to $440 billion, and alternative AUM fell to $257.5 billion [2]. Growth Trends - Over the last five fiscal years ending in 2024, BEN's AUM experienced a compound annual growth rate (CAGR) of 3.1%, with continued growth in the first nine months of fiscal 2025. Strategic acquisitions have played a significant role in supporting this growth [3]. Strategic Partnerships and Acquisitions - In July 2024, Franklin partnered with Japan's SBI Holdings to focus on ETFs and emerging asset classes, including digital assets and cryptocurrencies. The acquisition of Putnam Investments in January 2024 is expected to enhance Franklin's growth in the retirement sector, increasing its defined contribution AUM to over $100 billion [4]. Diversification Efforts - Franklin's strategy to diversify into asset classes with growing client demand is anticipated to drive AUM growth. A regionally-focused distribution model has improved BEN's non-U.S. business, resulting in favorable net flows [5]. Competitor Performance - Competitors like Invesco and T. Rowe Price have also shown AUM growth. Invesco's AUM grew at a CAGR of 8.5% over the last five years, while T. Rowe Price's AUM saw a CAGR of 2.3% over the past four years [6][8]. Price Performance and Valuation - Franklin's shares have increased by 24.4% in 2025, contrasting with a marginal decline in the industry. The company trades at a forward price-to-earnings (P/E) ratio of 10.91, which is below the industry average [9][11]. Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year decline of 13% in fiscal 2025 earnings, with a projected growth of 14.7% for fiscal 2026. Earnings estimates for both years have been revised upward over the past 30 days [12].

Core Viewpoint - BlackRock, Inc. has demonstrated strong stock performance with a 20.6% increase over the past three months, outperforming major indices and peers, supported by strategic acquisitions and product diversification efforts [1][11]. Group 1: Stock Performance - BlackRock's shares have risen 20.6% in the last three months, outperforming the S&P 500 index and the Zacks Finance sector [1]. - The stock has outperformed SEI Investments but underperformed Invesco Ltd. [1]. Group 2: Strategic Acquisitions - BlackRock has been expanding its market presence through strategic acquisitions, including the buyout of HPS Investment Partners and ElmTree Funds, enhancing its private market offerings [6][8]. - The acquisition of Preqin for approximately $3.2 billion in March 2025 and Global Infrastructure Partners in October 2024 further solidifies its infrastructure capabilities [7][8]. - The company has also acquired Kreos Capital in 2023, reflecting a consistent strategy of strengthening its market share through acquisitions [8]. Group 3: Assets Under Management (AUM) - BlackRock's total AUM reached a record $12.52 trillion as of June 30, 2025, with a five-year compound annual growth rate (CAGR) of 9.2% [10]. - The company experienced net inflows of $152 billion in the first half of 2025 and $641 billion in the previous year, driven by its strong ETF operations [10][11]. - The focus on diversifying its product suite is expected to bolster revenue and reduce concentration risk, aiding AUM growth [13]. Group 4: Financial Performance and Capital Distributions - BlackRock announced a 2% increase in its quarterly dividend to $5.21 per share, with a history of five dividend increases over the past five years [16]. - The company has a 45% dividend payout ratio, which is competitive compared to its peers [16]. - In the first half of 2025, BlackRock repurchased $750 million worth of shares and plans to continue with at least $375 million in quarterly repurchases [19]. Group 5: Analyst Sentiments and Valuation - The Zacks Consensus Estimate for BlackRock's earnings in 2025 and 2026 has been revised upward to $47.35 and $51.91, indicating expected growth of 8.6% and 9.6% respectively [20][22]. - BlackRock's price-to-book ratio of 3.57X is lower than the industry average of 3.92X, suggesting the stock is trading at a discount [23][28]. - The company's return on equity (ROE) stands at 15.83%, outperforming the industry average of 10.60% [28].