Investors interested in Financial - Investment Management stocks are likely familiar with Invesco (IVZ) and Franklin Resources (BEN) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estim ...

证券代码：600053 证券简称：九鼎投资 编号：临 2025-036 | | 类型 | 金额（亿元） | | | --- | --- | --- | --- | | | 报告期内公司管理的基金新增投资规模 | 0.02 | | | 年 2025 | 月公司管理的基金新增投资规模 1-6 | 0.02 | | | 截至 2025 6 | 年 月 30 日公司在管项目剩余投资本金 | | 65.55 | 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 2025 年 上 半 年 度 私 募 股 权 投 资 管 理 业 务 经 营 情 况 简 报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （二）报告期内在管基金参股项目获得沪深北证券交易所 IPO 审核通过的情况 报告期内，在管基金参股项目中无获得沪深北证券交易所 IPO 审核通过的情况。 现将昆吾九鼎投资控股股份有限公司2 ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, July 14th:Wipro Limited (WIT) : This information technology, consulting, and business process services company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 2.1%, compared with the industry average of 0.0%.AllianceBernstein Holding L.P. (AB) : This publicly owned investment management company ...

Group 1 - The article highlights the first coverage of an AAA CLO fund on the Seeking Alpha platform, specifically the Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) from 2022, indicating a prescient analysis [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets instruments and trades, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] - BTA seeks to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience and a finance major from a top university [1]

The financial sector will take center stage next Tuesday, July 15, with Q2 results from most of the major domestic banks set to be released.Underlying the spotlight, several of these finance stocks currently sport a Zacks Rank #2 (Buy) ahead of their quarterly reports and are worthy of consideration outside of the three big banks that will be reporting, which include JPMorgan (JPM) , Citigroup (C) , and Wells Fargo (WFC) . Major Regional Bank Stocks to Consider  At the moment, the Zacks Banks-Major Regional ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Overview: Federated Hermes (FHI) - Federated Hermes currently holds a Momentum Style Score of B, indicating a positive momentum outlook [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [4] Performance Metrics - FHI shares have increased by 2.92% over the past week, outperforming the Zacks Financial - Investment Management industry, which rose by 1.91% [6] - Over the past month, FHI's price change is 8.15%, compared to the industry's 4.59% [6] - In the last quarter, FHI shares have risen by 23.29%, and over the past year, they have gained 37.45%, while the S&P 500 has increased by 19.67% and 12.87%, respectively [7] Trading Volume - The average 20-day trading volume for FHI is 592,996 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, five earnings estimates for FHI have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $4.20 to $4.36 [10] - For the next fiscal year, four estimates have also moved higher, with no downward revisions noted [10] Conclusion - Given the positive momentum indicators and earnings outlook, FHI is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Artisan Partners Asset Management (APAM) - APAM currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with a 4.35% rise over the past week compared to the Zacks Financial - Investment Management industry's 1.91% increase [5] - Over the last month, APAM's shares increased by 11.96%, outperforming the industry's 4.59% [5] - In the last three months, APAM shares rose by 37.33%, and by 16.85% over the past year, while the S&P 500 increased by 19.67% and 12.87%, respectively [6] Trading Volume - APAM's average 20-day trading volume is 554,165 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Over the past two months, one earnings estimate for APAM has increased, raising the consensus estimate from $3.33 to $3.61 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, APAM is positioned as a promising investment opportunity with a Momentum Score of B [11]

Core Viewpoint - Investors in the Financial - Investment Management sector should consider AllianceBernstein (AB) and Cohen & Steers Inc (CNS) for potential value opportunities [1] Valuation Metrics - AllianceBernstein has a forward P/E ratio of 12.76, while Cohen & Steers has a forward P/E of 25.95 [5] - The PEG ratio for AB is 1.64, indicating a more favorable earnings growth outlook compared to CNS's PEG ratio of 2.55 [5] - AB's P/B ratio is 2.31, significantly lower than CNS's P/B ratio of 7.61, suggesting AB is more undervalued relative to its book value [6] Investment Rankings - AllianceBernstein holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Cohen & Steers has a Zacks Rank of 3 (Hold) [3] - The stronger estimate revision activity for AB, along with its more attractive valuation metrics, positions it as the superior investment option compared to CNS [7]

Group 1: Airbus Group - Airbus Group manufactures airplanes and military equipment, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings increased by 0.6% over the last 60 days [1] - Shares gained 39.6% over the last three months, outperforming the S&P 500's gain of 17.1% [1] - The company possesses a Momentum Score of A [1] Group 2: Virtus Investment Partners - Virtus Investment Partners provides investment management products and services to individuals and institutions in the U.S., also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 2.8% over the last 60 days [2] - Shares gained 35.5% over the last three months, again outperforming the S&P 500's gain of 17.1% [2] - The company possesses a Momentum Score of A [2] Group 3: Interactive Brokers - Interactive Brokers specializes in routing orders and executing trades in various financial instruments, holding a Zacks Rank 1 [3][4] - The Zacks Consensus Estimate for its current year earnings increased by 4.6% over the last 60 days [3] - Shares gained 37.8% over the last three months, surpassing the S&P 500's gain of 17.1% [4] - The company possesses a Momentum Score of B [4]

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