Core Insights - VCI Global Limited has announced a strategic acquisition of V Capital Fund Management Limited, which is expected to close in Q3 2025, allowing the company to enter the digital asset management space with a fully licensed platform for institutional Bitcoin exposure [1][2][5] Group 1: Acquisition Details - The acquisition is made at a nominal consideration and is subject to customary closing conditions and regulatory approvals [1] - V Capital Fund Management Limited is licensed by the Labuan Financial Services Authority, providing VCI Global with immediate access to a regulated asset management framework [2][5] Group 2: Market Context - The global cryptocurrency market has surpassed approximately US$2.6 trillion in total market capitalization, with Bitcoin accounting for around US$1.2 trillion [4] - There is a rising institutional interest in digital assets, yet many investors in Asia remain underexposed due to regulatory hurdles and lack of trusted investment structures [4] Group 3: Product Launch - VCI Global plans to launch the VCIG Bitcoin Fund, a USD-dominated investment vehicle aimed at high-net-worth individuals, family offices, and institutional investors seeking compliant access to Bitcoin [3] - The fund is designed to provide secure, transparent, and tax-efficient exposure to digital assets within Labuan's regulatory framework [4][5]

Valour's SUI AUM Surpasses US$63.5 Million (C$87.1 Million); DeFi Technologies' SUI Treasury Hits US$20.2 Million (C$27.7 Million)—Now Its Second Largest Holding After Bitcoin Valour's SUI AUM Hits Record High of US$63.5M (C$87.1M): Reflecting a 54% increase since June 30, driven by investor demand and interest in emerging Layer 1 ecosystems like SUI.Valour's SUI ETP is also among the fastest-growing products in its portfolio of over 75 exchange-traded products (ETPs).  DeFi Technologies' SUI Treasury Grows ...

Core Viewpoint - Intermediate Capital Group (ICG) reported strong growth in assets under management (AUM) and fundraising activities for the first quarter of FY26, indicating a positive investment landscape and robust demand for its funds [2][4][12]. AUM Performance - As of June 30, 2025, ICG's AUM reached $123 billion, reflecting a 3% growth over the last three months and a 15% increase year-on-year, with a compound annual growth rate (CAGR) of 18% over the last five years [2][4]. - Fee-earning AUM stood at $82 billion, up 4% in the quarter and 11% year-on-year [2][4]. Fundraising and Deployment - Total fundraising for Q1 FY26 amounted to $3.4 billion, driven primarily by Europe IX ($1.5 billion) and Infrastructure Europe II ($1.2 billion) [3][4]. - The deployment of funds in Q1 FY26 was $2.8 billion, with realisations totaling $1.1 billion [3][4]. Investment Strategies - The investment landscape remains attractive for various strategies, including structured capital, secondaries, and real assets equity [4]. - Infrastructure Europe II has shown strong momentum, with a total fund size of €2.5 billion, significantly higher than its predecessor [4]. Financial Metrics - At the end of Q1 FY26, ICG had $34 billion in dry powder, indicating substantial available capital for future investments [5]. - The balance sheet investment portfolio was valued at £2.9 billion, with total available liquidity of £1.1 billion and net financial debt of £477 million [14]. Foreign Exchange Rates - The average GBP to EUR exchange rate for Q1 FY26 was 1.1759, while the GBP to USD rate was 1.3507, reflecting fluctuations that may impact international operations [9]. Company Overview - ICG is a global alternative asset manager with over three decades of experience, focusing on generating attractive returns across various investment strategies [12][13].

The largest asset manager in the world, BlackRock, Inc. (NYSE: BLK ), reported its Q2 earnings on Tuesday morning after a period of high volatility in markets. After a careful review of its earnings release, I would likeHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted toward both the growth a ...

BlackRock said its assets under management reached a record $12.5 trillion in the second quarter, though its revenue missed estimates, sending shares lower Tuesday. https://t.co/au8Rd9C2bR ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Scarlet Fu taking you through to that closing bell with the global simulcast. It has started.Tim Scientific is in the radio booth. Emily prevail by his side today. Carol Massar has the day off.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. Tim sent back a mixed day in markets down on the S&P 500 and slightly higher, though, on the Nasdaq. Yeah, I mean, a sli ...

但如果接下来的数据发生变化，美联储将不得不在更长时间维持利率不变。 Northlight Asset Management首席投资官Chris Zaccarelli：如果美国通胀压力确实持续可控，美联储可能 会推进降息，最早或在9月行动。 ...

Financial Results Announcement - Artisan Partners Asset Management Inc. will report its second quarter 2025 financial results on July 29, 2025, at approximately 4:30 p.m. (Eastern Time) [1] - The earnings release and supplemental materials will be available on the investor relations section of artisanpartners.com [1] Conference Call Details - A conference call to discuss the results will be hosted by CEO Jason Gottlieb, Executive Chair Eric Colson, and CFO C.J. Daley on July 30, 2025, at 1:00 p.m. (Eastern Time) [1] - A live webcast of the conference call will be accessible via the investor relations section of artisanpartners.com [2] - Participants can join the call by dialing the provided numbers, with a conference ID of 10199994 [2] Audio Replay Information - An audio replay of the conference call will be available one hour after the call ends until August 6, 2025, at 9:00 a.m. (Eastern Time) [2] - The replay can be accessed using specific dialing numbers and a replay conference ID of 4893273 [2] - An audio replay will also be available on the investor relations section of artisanpartners.com within 24 hours after the conference [2] Company Overview - Artisan Partners is a global investment management firm offering a wide range of high value-added investment strategies [3] - The firm has been committed to attracting experienced investment professionals since its establishment in 1994 [3] - Artisan Partners' autonomous investment teams manage diverse investment strategies across multiple asset classes [3]

Core Insights - BlackRock's shares fell 5.4% following a mixed earnings report, with earnings beating expectations but revenue missing [1][2] - The company reported a revenue growth of 12.7% to $5.42 billion and adjusted earnings per share growth of 16.3% to $12.05, but the revenue figure fell short of Wall Street expectations [2] - A significant redemption of $52 billion from a single institutional client impacted revenue, leading to lower-than-expected net inflows of $68 billion, although profit growth remained strong due to the nature of the redeemed assets [3] Financial Performance - Revenue increased by 12.7% to $5.42 billion in the second quarter, while adjusted non-GAAP earnings per share rose by 16.3% to $12.05, exceeding expectations by $1.23 [2] - The revenue miss was attributed to a large redemption from a low-fee index client, but the company maintained strong profit growth despite this [3] Market Reaction - The decline in BlackRock's stock price is attributed to profit-taking after a nearly 40% recovery since April's lows, with shares trading at around 27 times earnings and a dividend yield just under 2% [5] - The current valuation is considered not overly expensive for a high-quality growth company, but not particularly cheap for a financial stock [6] Strategic Developments - BlackRock's acquisition of Global Infrastructure Partners for $12.5 billion, which closed in October 2024, is expected to contribute to future growth [3]

Summary of 180 Degree Capital Corp. Shareholder Update Call Company and Industry - **Company**: 180 Degree Capital Corp. - **Industry**: Alternative Asset Management and Private Credit Key Points and Arguments 1. **Business Combination with Mt. Logan Capital**: The call focused on the proposed business combination with Mt. Logan Capital, which is expected to enhance shareholder value and position the company for growth [5][6][19]. 2. **Transformation of Business Model**: The company has transitioned from a venture capital model to an asset-light operating company, which is anticipated to improve valuation metrics based on operating performance rather than net asset value [16][35]. 3. **Financial Performance**: Since leadership changes in 2017, the investment strategy has generated approximately $38.7 million in gains, representing a gross total return of 253% and an internal rate of return (IRR) of 16% [12]. 4. **Reduction of Legacy Assets**: The company successfully transformed its balance sheet from 80% illiquid venture investments to 99% liquid assets and cash, which is expected to attract investors focused on short-term gains [13][14]. 5. **Market Positioning**: The combined entity will manage over $2.4 billion in assets, focusing on the high-growth private credit market, which is seen as an attractive alternative asset class [19][28]. 6. **Shareholder Benefits**: The merger is expected to provide shareholders with quarterly dividends, marking a significant change as they have not received dividends since February 2001 [20][36]. 7. **Valuation and Growth Potential**: The merger is projected to shift the valuation from net asset value to operating metrics, potentially unlocking substantial value for shareholders [16][22]. 8. **Management Team**: The management team from Mt. Logan is highlighted as experienced and capable, with a strong track record in private credit [17][18]. 9. **Strategic Growth Opportunities**: The merger is expected to create synergies, reduce costs, and enhance the ability to pursue both organic and inorganic growth opportunities [33][35]. 10. **Regulatory Process**: The call addressed the lengthy SEC review process, emphasizing compliance and the importance of shareholder engagement during the merger process [40][78]. Other Important but Possibly Overlooked Content 1. **Historical Context**: The company faced significant challenges in 2016, including high annual expenses and a legacy portfolio that negatively impacted net asset value [8][11]. 2. **Shareholder Engagement**: The management emphasized their commitment to transparency and open communication with shareholders throughout the merger process [7][44]. 3. **Activist Investor Response**: The management addressed concerns regarding activist investors and their impact on shareholder value, asserting their focus on long-term growth rather than short-term tactics [37][38]. 4. **Comparison with Peers**: The management provided comparisons with larger asset managers like Apollo and KKR, indicating potential for significant valuation uplift post-merger [62]. This summary encapsulates the key discussions and insights from the shareholder update call, highlighting the strategic direction and anticipated benefits of the proposed business combination.