Core Viewpoint - The article discusses the resurgence of interest in dividend-paying stocks, particularly those offering monthly dividends, as a reliable source of income in volatile market conditions [1][3][4]. Dividend Market Overview - Dividend-paying stocks have historically provided steady returns across various market environments, contributing approximately 50% of total stock returns on average since the 1930s [4]. - The focus on dividends has increased as investors seek income rather than relying solely on price appreciation, especially following market downturns in the 2000s and the Great Recession [2][3]. Methodology for Stock Selection - The article outlines a methodology for selecting stocks that pay monthly dividends, focusing on those with the highest dividend yields, which range from 3.5% to nearly 19.5% as of December 18 [7]. - Most selected stocks are from the REIT and capital market sectors, which are required to distribute a significant portion of their income to shareholders [8]. Company Highlights - **Phillips Edison & Company, Inc. (NASDAQ:PECO)**: - Dividend Yield: 3.58% as of December 18 - Barclays raised its price target to $42 from $40 following an investor presentation [11]. - The company has a strong portfolio with a median household income of about $92,000 within a three-mile radius of its centers, which is 15% higher than the US average [12]. - Management expects portfolio income to rise by approximately 26% over the next five years [13]. - **Agree Realty Corporation (NYSE:ADC)**: - Dividend Yield: 4.33% as of December 18 - Mizuho lowered its price target to $75 from $77 but maintained a Neutral rating [16]. - The company has transitioned to monthly dividend payments, with a consistent annual growth rate of 5.3% over the past decade [18][19]. - **Main Street Capital Corporation (NYSE:MAIN)**: - Dividend Yield: 5.17% as of December 18 - RBC Capital reduced its price target to $66 from $67 while keeping an Outperform rating [21]. - The company recently completed a follow-on investment in Chamberlin Holding LLC, supporting its acquisition of a commercial roofing contractor [22][24].

Group 1 - Trinity Capital Inc. (TRIN) is a tech-oriented investment firm focusing on variable rate first lien investments in U.S. middle market companies [1] - The firm has achieved strong growth in 2025, indicating positive performance in its investment strategy [1]

Core Insights - The financial implications of separation or divorce can lead to significant monetary challenges, which are often overlooked during such life events [1] Group 1: Divorce Costs - The median cost of divorce in the U.S. is reported to be $7,000, while the average ranges from $15,000 to $20,000, indicating that a few high-cost contested divorces are influencing the overall average [2] Group 2: Retirement Planning - A survey by Schroders indicates that 46% of Americans in workplace retirement plans expect to have less than $500,000 saved by retirement, despite believing that $1.2 million is necessary for a comfortable retirement [4] - Individuals facing divorce may find it challenging to secure a financially stable retirement, especially if they have minimal savings [3] Group 3: Expense Management - One effective strategy for reducing fixed expenses is to shop for better rates on home and car insurance, which can lead to significant savings, averaging $482 per year [5] - OfficialCarInsurance offers a streamlined process for obtaining competitive insurance quotes without affecting credit scores, making it easier for individuals to manage their insurance costs [6]

Core Insights - Hilbert Group, a Swedish investment firm, has acquired Enigma Nordic for $32 million, enhancing its algorithmic trading capabilities in the cryptocurrency market [1] Group 1: Acquisition Details - The acquisition provides Hilbert access to Enigma's proprietary trading system, which employs market-neutral strategies across global cryptocurrency exchanges [1] - The deal includes $7.5 million in newly issued Hilbert shares and up to $17.5 million in performance-based earn-outs, contingent on Enigma's strategies generating $40 million in net income [3] Group 2: Performance Metrics - Enigma has reported a trading volume exceeding 50 billion Swedish krona (approximately $5.4 billion) in 2025, with a Sharpe ratio above 3.0, indicating high performance in market-neutral digital asset strategies [2] - Despite the high trading volume, profitability is not guaranteed due to the nature of high-frequency trading strategies, which often face challenges like "alpha decay" [2] Group 3: Strategic Implications - Hilbert's CEO emphasized that the acquisition enhances the firm's ability to offer systematic crypto products to institutional investors, leveraging Enigma's technology and entrepreneurial team [4] - The integration of Enigma's platform into Hilbert's hedge fund offerings and proprietary trading desk is expected to lead to new investment products in the upcoming quarters [4] Group 4: Background Information - Hilbert Capital, the asset management arm of Hilbert Group, initiated a bitcoin-denominated hedge fund last year with an initial capital of $200 million [5]

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Core Insights - Summit Partners is seeking to sell its stake in RWA Wealth Partners, a registered investment advisor valued at $19.7 billion [1] - The firm has engaged Raymond James to assist in exploring an exit strategy, discussing potential sales with other private equity firms and strategic buyers [2] Group 1: Company Background - Summit Partners is a Boston-based investment firm that focuses on growth investments across various sectors, including financial services, technology, healthcare, and consumer services [4] - RWA Wealth Partners was formed through the merger of Adviser Investments and Ropes Wealth Advisors, with the rebranding occurring after Adviser Investments acquired Ropes Wealth Advisors in 2023 [2][6] Group 2: Recent Activities - RWA Wealth made its first acquisition post-merger in August, targeting a San Francisco-based registered investment advisor [6] - The firm operates in multiple states, including Massachusetts, California, Florida, Michigan, and Illinois, and has divisions for private wealth and family office services [6] Group 3: Market Context - 2025 has seen increased activity among private equity firms exiting investments made during 2019 and early 2020s, with notable transactions including Onex Partners' sale of its stake in OneDigital and Aquiline Partners' exit from SageView Advisory Group [5]

Core Points - Alaris Equity Partners Income Trust has filed a final short form prospectus for a bought deal offering of $100 million principal amount of 6.25% convertible unsecured senior debentures [1] - The offering is led by a syndicate of underwriters, including National Bank Financial Inc. and CIBC Capital Markets, with an option for underwriters to purchase an additional $15 million [1] - The closing of the offering is expected to occur on December 17, 2025, subject to customary closing conditions [3] Company Overview - Alaris Equity Partners Income Trust invests in a diversified group of private businesses primarily through structured equity, aiming to deliver stable and predictable returns to unitholders through cash distributions and capital appreciation [4]

Core Insights - Wendel is undergoing a significant transformation into a global investment firm focused on private assets, aiming to generate over €7 billion in cash flow by 2030 and return at least €1.6 billion to shareholders [1][11][10] Group 1: Strategic Transformation - Wendel has evolved from a traditional investment holding company to a global investment firm with a focus on controlled private assets, maintaining its long-term investor DNA [1][10] - The company has established a unique private asset investment ecosystem in North America and Europe, supported by two complementary value creation engines: Wendel Investment Managers (WIM) and Wendel Principal Investments (WPI) [3][10] Group 2: Financial Projections - By 2030, Wendel expects to generate cash flows exceeding €7 billion, with over €1.6 billion allocated for shareholder returns through dividends and share buybacks [5][11] - WIM is projected to manage more than €46 billion in assets and generate annual Fee Related Earnings (FRE) exceeding €200 million by 2026, with an average organic FRE annual growth target of 15% through 2030 [3][18] Group 3: Shareholder Returns - Wendel plans to cancel 3.8% of its treasury shares and initiate a share buyback program representing 9% of its share capital in 2026, with the share cancellation expected to occur soon [1][12] - The return to shareholders will include annual dividends based on 2.5% of WPI's Net Asset Value and around 90% of dividends distributed by WIM, with a cumulative total of approximately €1.3 billion expected by the end of 2030 [12][11] Group 4: Investment Strategy - WPI aims for an average annual increase in intrinsic value of 12% to 16%, with plans to invest over €1.7 billion in principal investments and more than €2.5 billion in the WIM platform by 2030 [6][12] - The company will continue to assess selective external growth opportunities to enhance its platform and expertise [3][12]

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Core Insights - StepStone Group has appointed Lindsay Creedon as the new Head of Private Equity, effective January 1, 2026, marking a significant leadership change within the firm [1][2] - Scott Hart, the current CEO, will continue to serve on the Private Equity Investment Committee and focus on the firm's global expansion [1] Company Overview - StepStone Group is a global private markets investment firm that provides customized investment solutions and advisory services, managing approximately $771 billion in total capital, including $209 billion in assets under management as of September 30, 2025 [4] - The firm's client base includes major public and private pension funds, sovereign wealth funds, insurance companies, endowments, foundations, family offices, and high-net-worth individuals [4] Leadership and Culture - Lindsay Creedon has been with StepStone since 2010, becoming a Partner in 2015, and currently co-chairs the Private Equity Investment Committee while managing key client relationships [2][3] - She has played a crucial role in establishing StepStone's Talent and Culture Committee, contributing to the firm's award-winning workplace culture and supporting employee development [3] Future Outlook - Ms. Creedon expressed her commitment to leading the private equity business and delivering strong results for clients, emphasizing the firm's growth from a boutique asset manager to a global player while maintaining an entrepreneurial culture [4]