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Burney Company Launches Second ETF: Burney U.S. Equity Select ETF (BRES)
Prnewswire· 2026-02-05 12:09
Core U.S. equity strategy brings decades of stock selection expertise to broader portfolio format RESTON, Va., Feb. 5, 2026 /PRNewswire/ -- Burney Company announces the launch of the Burney U.S. Equity Select ETF (BRES), the firm's second exchange-traded fund. BRES provides core U.S. equity exposure through a systematic stock selection process refined over 50 years. BRNY, the firm's first ETF, earned a 5-Star Overall Morningstar Ratingâ"¢ in its third year. The rating confirmed that Burney's investment appr ...
KKR & Co. Inc. Reports Fourth Quarter 2025 Results
Businesswire· 2026-02-05 11:50
NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) today reported its fourth quarter 2025 results, which have been posted to the Investor Center section of KKR's website at https://ir.kkr.com/events-presentations/. A conference call to discuss KKR's financial results will be held today, Thursday, February 5, 2026 at 9:00 a.m. ET. The conference call may be accessed by dialing (877) 407-0312 (U.S. callers) or +1 (201) 389-0899 (non-U.S. callers); a pass code is not required. Additionally,. ...
Is now the time to invest in international stocks?
Yahoo Finance· 2026-02-04 20:00
Last year we saw almost ma all major international markets outperform the US and you know after 15 years of uh having outperformance now other markets I think will catch up on the US market because the in terms of valuations the US is a bit more expensive than other market. So David, share with our listeners and viewers why we're starting to diversify our personal investments a little bit away from the United States. >> Yeah.Well, international markets have outper outperformed US markets and since the begin ...
Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against BlackRock TCP Capital Corp. (TCPC)
Globenewswire· 2026-02-04 19:53
Group 1 - A securities class action lawsuit has been filed against BlackRock TCP Capital Corp. for alleged misrepresentations during the class period from November 6, 2024, to January 23, 2026 [1] - The lawsuit claims that BlackRock failed to disclose that its investments were not being valued appropriately, and that its portfolio restructuring efforts were ineffective, leading to understated unrealized losses and overstated net asset value (NAV) [2] - On February 27, 2025, BlackRock disclosed that the number of portfolio companies on non-accrual status had more than doubled, and its NAV had fallen over 22% year over year to $9.23 per share, despite claiming that the NAV was accurate [3] Group 2 - The lawsuit invites investors who purchased BlackRock shares to contact the firm before the April 6, 2026, lead plaintiff motion deadline [4] - The lead plaintiff will act on behalf of other class members in directing the litigation [4]
Why Franklin Resources (BEN) is a Top Momentum Stock for the Long-Term
ZACKS· 2026-02-04 15:50
Company Overview - Franklin Resources, Inc. is a global investment management company headquartered in San Mateo, CA, primarily generating revenue from investment management services for retail mutual funds, institutional, and high-net-worth investors worldwide [11]. Zacks Rank and Style Scores - Franklin Resources has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a moderate investment outlook [12]. - The company has a Momentum Style Score of A, with shares increasing by 7.5% over the past four weeks [12]. - For fiscal 2026, three analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate rising by $0.03 to $2.54 per share [12]. - Franklin Resources has an average earnings surprise of +11.7%, suggesting a positive trend in earnings performance [12]. Investment Considerations - With a solid Zacks Rank and strong Momentum and VGM Style Scores, Franklin Resources is recommended for investors' consideration [13].
Vanguard Just Cut Fees, Again
Yahoo Finance· 2026-02-04 05:01
How about we take a little bit off the top? Vanguard unveiled its latest round of expense ratio cuts on Monday, estimating that the reductions across 53 passively managed funds will save customers a total of about $250 million this year. It’s becoming something like an annual event, as the company a year ago made a similar round of cuts, to the tune of about $350 million in investor savings among 87 funds. With the newest reductions, the average fund fee at the investor-owned financial giant is just 0.06% ...
Lumen: Buy The Earnings Pullback
Seeking Alpha· 2026-02-04 04:29
Group 1 - The author has been active in the markets for several years, focusing primarily on long/short equities [1] - The author holds a Bachelor of Science Degree from Lehigh University, majoring in Finance and Accounting, with a minor in History [1] - The author has experience managing portfolios, including serving as the Head Portfolio Manager of the Investment Management Group at Lehigh University [1] Group 2 - The article emphasizes the importance of conducting proper due diligence before making any investment decisions [3] - Investors are encouraged to seek advice from brokers or financial advisers when considering investments [3] - The article states that past performance is not indicative of future results, highlighting the uncertainty in investment outcomes [4]
X @Bloomberg
Bloomberg· 2026-02-03 21:28
Shares of Wall Street’s largest alternative-investment firms plunged, driven by fears that artificial intelligence-driven disruptions would cause steep losses on their books https://t.co/80obsagtrt ...
Investview Strengthens Board with New Appointment of Robert Verdun to Board of Directors
Globenewswire· 2026-02-03 20:05
Core Insights - Investview, Inc. has appointed Robert Verdun to its Board of Directors, effective January 28, 2026, to support the company's growth initiatives [1][2]. Company Overview - Investview, Inc. is a diversified financial technology services company that operates across multiple business units, including financial education products, consumer health and wellness products, an online trading broker-dealer platform, and sustainable blockchain technology focused on Bitcoin mining [1][4]. - The company is in the process of creating a Brokerage and Financial Markets business, planning to commercialize a proprietary trading platform acquired in September 2021 [4]. Leadership Background - Robert Verdun, age 60, is the current CEO of Scaling Up Network LLC and a Senior Partner at Solyco Capital, which manages approximately $300 million in capital [2][3]. - Verdun has extensive experience in business strategy, operations, and corporate finance, having served on the Board of Directors for United Wholesale Mortgage and Medwatch Technologies [2][3]. - He has held leadership roles in the Young Presidents' Organization and has received the Ernst and Young Entrepreneur of the Year award in 2010 and 2014 [3].
Hamilton Lane Q3 Earnings Call Highlights
Yahoo Finance· 2026-02-03 17:38
Core Viewpoint - Hamilton Lane reported strong growth in assets and fee-related results during its fiscal third-quarter 2026 earnings call, highlighting a strategic partnership with Guardian and the performance of its Evergreen platform. Financial Performance - The company declared a quarterly dividend of $0.54 per share, targeting $2.16 per share for fiscal year 2026, representing a planned 10% increase over the prior fiscal year [1] - GAAP EPS was $4.35 on $183 million of GAAP net income, while non-GAAP EPS was $4.41 on $240.1 million of adjusted net income [1] Asset Management - Hamilton Lane ended the quarter with a total asset footprint of over $1 trillion, up 6% year-over-year [2][6] - Assets under management (AUM) were $146 billion, an increase of $11 billion or 8%, driven by specialized funds and customized separate accounts [2] - Assets under advisement (AUA) totaled $871 billion, up $50 billion or 6%, attributed to market value growth and technology solutions [2] Growth Drivers - Fee-earning AUM rose to $79.1 billion, an increase of 11%, with specialized fund fee-earning AUM reaching $38.1 billion, up 22% [4][9] - The Evergreen platform surpassed $16 billion in AUM with over $1.2 billion of net inflows this quarter, contributing to a blended fee rate of 67 basis points [4][16] Strategic Partnership - The strategic partnership with Guardian has closed, with Hamilton Lane overseeing nearly $5 billion of Guardian's private equity portfolio and expecting approximately $500 million in annual commitments for at least 10 years [5][7] - Initial economic impacts from the partnership are expected in fiscal Q4 2026, with warrant dilution anticipated to be under 1% [8] Fundraising and Product Development - The firm expects first closes for its seventh secondary fund and second venture access product in the second calendar quarter of 2026 [12] - The sixth Equity Opportunities Fund raised nearly $300 million during the quarter, with a total exceeding $2.3 billion [13] - The second infrastructure fund raised nearly $2 billion, with over $1.5 billion committed to the fund [14] Market Outlook - Distribution activity is increasing as buyers and sellers approach price equilibrium, with expectations for a stronger exit environment in 2026 compared to 2025 [18] - The secondaries market is characterized as undercapitalized relative to transaction demand, indicating growth potential for Hamilton Lane [18] Technology Investment - Hamilton Lane made an investment in Pluto Financial Technologies, an AI-driven platform aimed at enhancing access to private market portfolios and providing liquidity solutions for investors [19]