Core Viewpoint - Neuberger Berman focuses on delivering compelling long-term investment results for clients, driven by a culture of fundamental research and innovation [1] Company Overview - Founded in 1939, Neuberger Berman operates in 39 cities across 26 countries, managing a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] - The firm has a total of 2,850 employees, including 763 investment professionals, emphasizing a commitment to client outcomes and investment excellence [1] Employee and Culture - Neuberger Berman has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey as either first or second since 2014 [1] - As a private, independent, employee-owned investment manager, the firm aligns its structure with the long-term interests of clients, with no external parent or public shareholders [1] Financials - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]

The alternative asset-manager is adding an unleveraged sleeve to its Fortress Lending Fund V, in a bid to lure insurance companies as well as some other European institutional investors https://t.co/NK2yLnmi73 ...

Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The blog "Kody's Dividends" documents the author's journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].

Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The author runs a blog called Kody's Dividends, which documents the journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].

Core Viewpoint - Matthews International Capital Management is transitioning back to leadership from its founding era, with founder G. Paul Matthews and executive chairman Mark Headley set to take a controlling interest in the firm, pending necessary approvals [1][4]. Group 1: Leadership Transition - G. Paul Matthews and Mark Headley will regain control of Matthews International Capital Management, reflecting a return to its founding leadership [1][4]. - Several longstanding partners of the firm are expected to increase their equity stakes during this transition [1]. Group 2: Strategic Vision - Paul Matthews expressed confidence in the firm's future and the importance of international diversification, which he believes remains compelling [2]. - Mark Headley emphasized the commitment to serving clients with independence and focus, highlighting the shared conviction in the firm's future [4]. Group 3: New Appointments - Kathy Xu will join Matthews International Capital Management in Hong Kong, bringing experience from APG Asset Management and Aberdeen Asset Management [2][3]. - Xu will collaborate with Headley on the Matthews Pacific Tiger Fund and the Matthews Pacific Tiger Active ETF starting March 9, 2026 [3].

Anyone who wants their ETF with a side of extra initials is in luck: the letters “CLO” are appearing more and more often alongside fund names. That is, collateralized loan obligation exchange traded funds. Recently, companies, including Fidelity, Principal, Janus Henderson and Reckoner Capital Management, have added or prepped new CLO ETFs to their product lines. The funds invest in bundled corporate loans of varying credit quality. They’re also something the industry does not want investors to conflate w ...

He also delves into DSP Mutual Fund’s counter-cyclical investment philosophy, explaining why discipline, valuation awareness, and patience matter more than prediction. The discussion spans India’s improving macro balance sheet, global investing opportunities, the role of multiasset strategies, and why some popular market narratives, particularly around gold and silver, deserve closer scrutiny. Edited excerpts:What are your views on the India–US trade deal, and how will it impact India’s macro outlook and ma ...

The Australian logistics operator has agreed to support a takeover offer from a consortium led by Macquarie Asset Management that values its equity at $6.51 billion. https://t.co/vGKRXog8tg ...

Core Viewpoint - Vanguard has announced a fee reduction on 53 of its mutual funds and ETFs, reinforcing its commitment to shareholder-friendly policies by minimizing management fees [1]. Group 1: Fee Reductions - The expense ratios for several major Vanguard ETFs have been reduced, including the Vanguard Dividend Appreciation ETF (VIG), Vanguard High Dividend Yield ETF (VYM), Vanguard Growth ETF, Vanguard Value ETF, and Vanguard Large Cap ETF [2]. - A detailed list of expense ratio changes shows reductions across various funds, with some notable decreases such as VIG from 0.05% to 0.04% and VYM from 0.06% to 0.04% [4]. - The Vanguard International High Dividend Yield ETF saw its expense ratio cut by more than half to 0.07%, while the Vanguard 0-3 Month Treasury Bill ETF, launched only a year ago, is also experiencing a fee reduction [5]. Group 2: Impact of Changes - Many of the changes are minimal, often a single basis point, indicating that the already low-cost funds are becoming even cheaper [5]. - While these fee reductions are not expected to lead to major performance changes, they represent a positive step for shareholders, aligning with Vanguard's long-standing focus on cost efficiency [5].

Group 1 - The primary goal of the "High Income DIY Portfolios" service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers seven portfolios, including three buy-and-hold, three rotational portfolios, and a conservative NPP strategy portfolio [1] - The portfolios are specifically designed for income investors, including retirees or near-retirees, focusing on creating stable, long-term passive income with sustainable yields [1] Group 2 - The "Financially Free Investor" emphasizes a unique 3-basket investment approach targeting 30% lower drawdowns and 6% current income [2] - The investing group "High Income DIY Portfolios" includes a total of 10 model portfolios with varying income targets and risk levels, along with buy and sell alerts and live chat support [2] - The focus is on investing in dividend-growing stocks with a long-term horizon to achieve market-beating growth [2]