Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

Active investing is drawing growing interest as investors look to spread their money beyond a handful of mega- cap technology stocks. Strategies that blend data-driven models with managers' judgment calls are gaining ground over purely passive approaches. Smart beta ETFs, which some describe as "quasi-active,†pulled in about $37 billion during 2025, according to insights from Nate Geraci, president of NovaDius Wealth Management and co-founder of The ETF Store. These funds follow factor-based rules without m ...

Key Takeaways Comments from Fundstrat’s Tom Lee and a viral Ethereum post have renewed bullish sentiment in some traders. Some traders see Ethereum’s recent consolidation as constructive. Despite improving sentiment, analysts caution that Ethereum has failed to hold key technical levels. Bullish predictions for Ethereum’s (ETH) price have resurfaced following comments from Fundstrat’s Tom Lee and a now-viral post highlighting a wave of recent announcements from major financial institutions building ...

修改后的协会章程规定，增设个人会员。吸纳具有行业影响力的高级管理人员及专家成为个人会员，个 人会员与单位会员发挥组合优势、从而强化协会国内国际影响力。 会上，贾飙代表上海资产管理协会发布"2025上海全球资产管理中心建设十项大事"。协会启用基于会徽 设计的徽章。 会间，会员代表听取了复旦大学计算机科学技术学院教授、上海市智能信息处理重点实验室副主任张 奇"人工智能如何应用落地：支持机构拟定AI发展战略"报告。 按照协会章程规定，会员大会表决通过了会长贾飙所作上海资产管理协会理事会工作报告、监事长潘莉 华所作上海资产管理协会监事会工作报告、秘书处关于上海资产管理协会财务报告。秘书长韩康作关于 修订《上海资产管理协会章程》有关情况的说明。会员大会表决通过了《上海资产管理协会章程（修订 案）》等12项议案。 理事会增补选协会副会长：平安资管副总经理张剑颖，渣打中国副行长、财富管理及零售银行业务总经 理、全球华人业务集团主管李峰。增选后协会副会长是：黄德（中国银行上海总部）、郭力璞（交银理 财）、陈兵（上海信托）、陶耿（国泰海通资管）、朱民（上海科创集团）、范华（贝莱德基金）、徐 军（上海股交中心）、于业明（太保资产 ...

Barings BDC's quarterly and full year financial results conference call will also be available via a live webcast on the investor relations section of its website at https://ir.barings.com/ir-calendar. Access the website 15 minutes prior to the start of the call to download and install any necessary audio software. An archived webcast replay will be available on the Company's website until February 27, 2026. CHARLOTTE, N.C.--(BUSINESS WIRE)--Barings BDC, Inc. (NYSE: BBDC) ("Barings BDC†or the "Company†) a ...

We recently published 15 Fresh Stocks Jim Cramer Discussed.  BlackRock, Inc. (NYSE:BLK) is one of the stocks Jim Cramer discussed. BlackRock, Inc. (NYSE:BLK) is one of the biggest asset managers in the world. Its shares are up by 14.9% over the past year and by 7.2% year-to-date. BlackRock, Inc. (NYSE:BLK) scored a major win in January after reporting its fourth-quarter earnings. The results saw BlackRock, Inc. (NYSE:BLK) post $14 trillion in assets under management, which set yet another record. The firm ...

Cloud Computing - Amazon Web Services (AWS) has launched new foundational models and services, including Bedrock for generative AI application development, AI agents for coding, security, and incident monitoring, and a business intelligence platform called Quick Suite that utilizes generative AI for data analysis and workflow automation [1] E-commerce - Amazon has developed hundreds of generative AI applications aimed at improving operational efficiency, automating customer service, optimizing demand forecasting, enhancing inventory placement, and expediting last-mile delivery. Additionally, an AI model named DeepFleet has been created to assist robots in navigating warehouses more efficiently [2] Business Segments - Amazon maintains a strong presence in e-commerce, digital advertising, and cloud computing, leveraging its competitive advantages to integrate AI products across these segments, which is expected to drive revenue growth and enhance profit margins [3] Financial Performance and Valuation - Wall Street analysts project Amazon's earnings to grow at an annual rate of 19% over the next three years, making the current valuation of 34 times earnings appear reasonable. The median forecast for Amazon's stock price is $300 per share, indicating a potential upside of 25% from its current price of $239 per share [7][8] Hedge Fund Activity - Hedge fund managers Philippe Laffont and Steven Schonfeld sold significant portions of their Amazon shares, reducing their positions by 14% and 72% respectively, while simultaneously increasing their stakes in the iShares Bitcoin Trust [5][6][7]

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 on February 2, 2026, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Blue Owl securities between February 6, 2025, and November 16, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must act by the lead plaintiff deadline to represent other class members [2]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in this area [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company, and has consistently ranked highly in terms of settlements recovered for investors [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 damages for investors when the true situation was revealed [4].

新华财经北京1月20日电交易商协会20日消息称，2025年，在人民银行指导下，全面查处各类违规行 为，重点强化对新型典型案件、非市场化发行以及违规交易的惩戒力度，持续完善自律规则体系，推动 业务规范与自律查处相互促进，深化与监管部门的协同配合。 数据显示，2025年交易商协会作出自律处分143家（人）次，涉及机构108家，对79家机构的轻微违规行 为给予自律管理措施。总体来看，银行间债券市场自律惩戒呈现五方面特点。 （文章来源：新华财经） 三是严厉打击各类型交易违规行为，全面覆盖各类型市场参与者。全年对交易违规机构作出处分32家， 占处分机构数量的30%。其中，处分农商行9家，处分信托、期货等资产管理公司7家，违规情形覆盖操 纵价格、利益输送、出借账户、调节产品间损益、交易违约、代持等。对货币经纪行业进行全面检查和 处分，重点整治客户身份识别、交易留痕、数据报送、参与违规交易等突出问题。 四是持续强化对信息披露、募集资金的关注与违规查处力度，加强对城投企业的合规管理。针对平台企 业挪用募集资金、违规划转资产、贸易收入异常等问题，开展专项排查。全年累计对20家涉事机构实施 自律处分，覆盖发行企业、会计师事务所、 ...

Core Viewpoint - Bill Ackman's investment strategy through Pershing Square Capital shows strong performance in 2025, with potential for continued success in 2026, focusing on building a diversified holding company similar to Berkshire Hathaway [1][2]. Group 1: Alphabet Inc. - Ackman's investment in Alphabet represents 22.6% of his marketable equities, driven by the belief that the market undervalues its AI capabilities and overestimates competition from AI chatbots [3][4]. - Alphabet's Google Cloud revenue grew by 34% year-over-year in Q3, with expanding operating margins and strong adoption of its AI accelerators, TPUs [4][5]. - The company has made significant advancements with its Gemini AI model, leading to a 15% growth in Google Search revenue in Q3 2025, and a partnership with Apple to enhance Siri, expected to generate billions in revenue [5][6]. Group 2: Brookfield Corp. - Brookfield Corp. accounts for 17.7% of Ackman's marketable equities, primarily driven by its subsidiary Brookfield Asset Management, which constitutes about 75% of its value [7][9]. - The company reported $154 million in net carried interest in Q3, a significant increase from $61 million year-over-year, with expectations of $25 billion in net carried interest over the next decade [10][11]. - Brookfield's Wealth Solutions insurance business is projected to double its assets in five years, with a 15% return on equity, leading to strong earnings growth [11]. Group 3: Uber Technologies - Uber Technologies makes up 15.5% of Ackman's marketable equities, facing concerns about competition from autonomous vehicles but positioned as a key partner for self-driving initiatives [12][13]. - The company has seen a 17% increase in monthly active users and a 4% rise in trips per user in Q3, contributing to strong top-line growth and 33% adjusted EBITDA growth [15][16]. - Despite significant investments in future technologies, Uber's stock is valued at around 22 times its trailing adjusted EBITDA, indicating strong growth potential [16].