Core Viewpoint - Colliers has successfully amended its revolving credit facility, extending the maturity to February 2031, which enhances its long-term financial flexibility [1][2]. Group 1: Credit Facility Details - The total credit facility remains at US$2.25 billion and now includes a US$250 million accordion feature, providing additional financial flexibility for acquisitions and growth initiatives [2]. - The updated terms of the credit facility include sustainability-linked pricing metrics, reflecting the company's commitment to sustainability goals [2]. Group 2: Management Commentary - The extension and amendment of the credit facility highlight the strength of Colliers' balance sheet and the confidence of its banking partners in its diversified platform and disciplined growth strategy [3]. - The enhanced flexibility will support Colliers' expansion into high-quality, recurring professional services through its acquisition program, which is crucial for long-term success [3]. Group 3: Company Overview - Colliers operates as a global diversified professional services and investment management company, focusing on Commercial Real Estate, Engineering, and Investment Management [4]. - The company has over 30 years of consistent growth, with annual revenues of $5.6 billion, 24,000 professionals, and $108 billion in assets under management [5].

Financial Performance - Onex Corporation reported fourth quarter net earnings of $181 million, or $2.64 per share, compared to a net loss of $2 million, or $0.02 per share, in the same period of 2024 [1] - Total segment net earnings per fully diluted share was $2.28 compared to $0.62 [1] Dividend Announcement - The Board of Directors has declared a first quarter dividend of C$0.10 per Subordinate Voting Share payable on April 30, 2026, to shareholders of record on April 10, 2026 [1] Stock Performance - At last close, Onex shares were trading at C$106.33, down 0.99% [1]

CORPORATE BONDS. IN OUR SORT OF, HOW DO I PUT IT. OUT-OF-THE-BOX RECOMMENDATION IS A PROPOSAL TO INVEST IN A MUSIC LIBRARY.LIKE I SAID, GOLD IS PRETTY MUCH ON EVERYONE'S RECOMMENDATION LIST, EVEN NOW WHEN WE ARE FOUR EXPERTS IN THAT PIECE, WHICH IS A VERY POPULAR READ IN INDIA. OTHERWISE, THE STRATEGIES SEEM TO RANGE FROM LET'S BE CAUTIOUS, THERE ARE CHALLENGES YET. THE OTHER SIDE IS THE WORST IS BEHIND US.I HAD SOMEONE FROM THE FORMER CAMP, THE CEO OF ALPHA GRAB INVESTMENT MANAGEMENT, I THINK HE IS ADVOCAT ...

Company Overview - Rubicon Associates is led by a Chartered Financial Analyst with over 20 years of experience in investment management, focusing on fixed income and preferred stock portfolios, as well as asset allocation and macro portfolios [1] - The principal has managed nearly $7 billion in credit investments and oversaw research and trading activities in the credit market, including a $20 billion short-duration fund [1] Investment Strategy - The firm has experience analyzing and investing in both public and private companies globally, advising institutional clients on fixed income strategies, manager selection, and asset allocation [1] - Rubicon Associates has contributed written content for platforms such as Seeking Alpha, Learn Bonds, and TheStreet.com, in addition to providing advisory services to institutional and private investors [1]

Core Viewpoint - U.S. Global Investors, Inc. will host a webcast on February 23, 2026, to discuss its second-quarter results for fiscal year 2026, with financial data to be released beforehand [1]. Group 1: Company Overview - U.S. Global Investors, Inc. has a history of over 50 years, starting as an investment club and evolving into a registered investment adviser focusing on niche markets globally [3]. - The company is headquartered in San Antonio, Texas, and provides investment management and services to U.S. Global Investors Funds and U.S. Global ETFs [3]. Group 2: Webcast Details - The webcast is scheduled for 7:30 a.m. Central time on February 23, 2026, featuring CEO Frank Holmes, CFO Lisa Callicotte, and Director of Marketing Holly Schoenfeldt [1]. - Registration for the webcast is available through a provided link [2].

Contrarian. Innovative. Aligned. 2025 Fourth Quarter Results February 19th, 2026 NYSE/TSX:SII Forward-Looking Statement Certain statements in this presentation or the accompanying oral remarks contain forward-looking information and forward-looking statements (collectively referred to herein as the "Forward-Looking Statements") within the meaning of applicable Canadian and U.S. securities laws. The use of any of the words "expect", "anticipate", "continue", "estimate", "may", "will", "project", "should", "b ...

Core Viewpoint - BlackRock, Inc. is a leading investment management firm with a market capitalization of $166.4 billion, serving a diverse range of clients including institutional and individual investors [1] Financial Performance - BlackRock's shares have underperformed the broader market over the past year but outperformed in 2026, with stock growth of 11.7% over the past 52 weeks and 2.1% year-to-date [2] - The company reported $7 billion in revenue for Q4 2025, exceeding Wall Street projections, with an adjusted EPS of $13.16, also surpassing estimates [6] - Analysts expect BlackRock's EPS to grow 11.5% year-over-year to $53.64 for the year ending December 2026, with a strong earnings surprise history [7] Analyst Ratings and Price Targets - Among 19 analysts covering BlackRock, the consensus rating is a "Strong Buy," with 12 "Strong Buy" ratings, three "Moderate Buys," and four "Holds" [7] - Barclays analyst Benjamin Budish maintained an "Overweight" rating for BlackRock and raised the price target from $1300 to $1350, indicating a 21.3% premium to current price levels [8] - The mean price target of $1,324.50 suggests a potential upside of 21.3%, while the Street-high target of $1,550 indicates a potential upside of 41.9% [8]

Core Viewpoint - Cohen & Steers (CNS) is a global investment management firm specializing in REITs and preferred shares, indicating a focus on real estate investment trusts and income-generating securities [1] Group 1: Company Overview - Cohen & Steers has a range of ETFs and CEFs available, showcasing its diverse investment product offerings [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets, focusing on CEFs, ETFs, and Special Situations [1] - BTA has over 20 years of investment experience, emphasizing its established presence in the market [1] Group 2: Investment Strategy - BTA seeks to deliver high annualized returns with a low volatility profile, indicating a conservative yet potentially lucrative investment approach [1]

Core Viewpoint - Apollo Global Management's CEO Marc Rowan denies any business or personal relationship with Jeffrey Epstein, amidst ongoing scrutiny related to Epstein's past activities and correspondence with Apollo executives [1]. Company Statements - Apollo stated that neither Marc Rowan nor any other employee, except for Leon Black, had a relationship with Epstein [1]. - The company emphasized that the recent documents do not accuse Apollo or its executives of engaging in or being aware of Epstein's illicit activities [1]. - Apollo's response was prompted by teachers' unions requesting an SEC investigation into what they believe are misleading statements made by Apollo to its investors [1]. Historical Context - Leon Black, a co-founder of Apollo, left the company in early 2021 following a review of his ties to Epstein, which cleared him of wrongdoing [1]. - The review indicated that while Black attempted to introduce Epstein to his co-founders, no one else at Apollo seriously considered hiring Epstein [1]. Recent Developments - New documents reveal correspondence between Rowan's office and Epstein's office regarding at least five scheduled meetings, although it remains unverified if these meetings occurred [1]. - Apollo clarified that in certain instances, Rowan and other employees provided information to Epstein related to tax work for Black [1]. - Apollo stated that Epstein's attempts to work with the co-founders were declined consistently [1]. Broader Implications - The release of Epstein-related documents has led to increased scrutiny of Apollo's top officials, particularly in light of Epstein's past convictions and the ongoing fallout from his death [1]. - The American Federation of Teachers and the American Association of University Professors have expressed concerns regarding the implications of these documents for Apollo's leadership [1].

Core Insights - Blue Owl Capital Corporation reported $447.75 million in revenue for Q4 2025, a 13.5% year-over-year increase, with an EPS of $0.36 compared to $0.47 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $446.15 million by 0.36%, while the EPS surpassed the consensus estimate of $0.35 by 1.9% [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments showed a significant year-over-year increase of 18.6% in interest income, totaling $340.58 million, surpassing the average estimate of $334.04 million [4] - Other income from non-controlled, non-affiliated investments decreased by 16.3% year-over-year to $4.87 million, below the average estimate of $5.54 million [4] - Dividend income from controlled, affiliated investments increased by 55.8% year-over-year to $39.54 million, exceeding the average estimate of $38.3 million [4] - Total investment income from non-controlled, non-affiliated investments rose by 10.5% year-over-year to $396.25 million, surpassing the average estimate of $390.37 million [4] - Total investment income from controlled, affiliated investments increased by 50.3% year-over-year to $50.58 million, exceeding the average estimate of $48.63 million [4] Stock Performance - Over the past month, shares of Blue Owl Capital Corporation have returned -8%, compared to a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]