Core Insights - Return on equity (ROE) is a key profitability metric favored by investors, measuring earnings generated from equity, and can be compared to historical or industry benchmarks to identify potential winning stocks [1] - Advanced analysis of ROE through DuPont analysis provides deeper insights by breaking down ROE into profit margin, asset turnover ratio, and equity multiplier, allowing for a more comprehensive evaluation of a company's financial health [2][3] DuPont Analysis - DuPont analysis examines three major elements: operating management, asset management, and capital structure, providing a clearer picture of ROE changes [2] - The formula for ROE through DuPont analysis is: ROE = Profit Margin * Asset Turnover Ratio * Equity Multiplier, which helps in identifying the underlying factors affecting ROE [2] Importance of DuPont Analysis - DuPont analysis helps investors differentiate between companies with high margins and those with high turnover, offering insights into the operational efficiency of different business models [3] - It also reveals a company's leverage status, indicating that a high ROE could be misleading if it results from excessive debt [4] Screening Parameters - Key screening parameters for identifying strong stocks include: - Profit Margin greater than or equal to 3, indicating profitable business operations [6] - Asset Turnover Ratio greater than or equal to 2, reflecting management efficiency in asset utilization [6] - Equity Multiplier between 1 and 3, showing the extent of debt used to finance assets [6] - Zacks Rank less than or equal to 2, suggesting better performance compared to peers [7] - Current Price more than $5, filtering out low-priced stocks [7] Highlighted Stocks - EverQuote (EVER): A Zacks Rank 1 company operating an online insurance marketplace, with an average earnings surprise of 37.16% over the past four quarters [8] - Expeditors International of Washington (EXPD): A leading third-party logistics provider, with an average earnings surprise of 13.94% over the past four quarters [9] - AllianceBernstein (AB): Provides diversified investment management services, with an average earnings surprise of 6.49% over the past four quarters [10] - Everus Construction Group (ECG): Offers a full spectrum of construction services, with an average earnings surprise of 51.78% over the past four quarters [11]

Eagle Point Credit Company (ECC) Overview - ECC's total market capitalization is $1,408.8 million[13] - ECC's monthly distribution is $0.14 per share of common stock, with a distribution rate of 27.1%[13] - ECC has cumulative common distributions of $23.17 per share since its IPO[13] - The Adviser and Senior Investment Team have approximately $9.8 million invested in securities issued by the Company[14] CLO Equity and Market Data - The S&P UBS Leveraged Loan Index has generated positive total returns in 30 out of the past 33 full calendar years[14] - CLO equity has historically generated strong absolute returns with a low loss rate, with 96% of U.S. CLOs (2002 – 2011 Vintages) having positive equity returns[33] - As of Q3 2025, ECC's portfolio had a weighted average reinvestment period of 3.4 years[28] - As of September 30, 2025, ECC has exposure to 1,893 unique underlying borrowers[67] - As of September 30, 2025, ECC's aggregate indirect exposure to senior secured loans is 95.61%[66] Q3 2025 Performance - ECC's total portfolio cash distributions received were $79.36 million[53] - ECC's portfolio cash distributions received per common share were $0.61[53]

Core Points - Partners Value Split Corp. completed an offering of 5,000,000 Class AA Preferred Shares, Series 17, raising gross proceeds of US$125 million at a price of US$25.00 per share [1] - The Series 17 Preferred Shares offer a 5.25% annualized yield and have a maturity date of January 31, 2033 [1] - The net proceeds from the offering will be used for distributions to the holders of the Company's capital shares [2] Company Overview - The Company holds approximately 179 million Class A Limited Voting Shares of Brookfield Corporation and about 25 million Class A Limited Voting Shares of Brookfield Asset Management Ltd., which are expected to provide sufficient dividends to cover the preferred shares' dividends [3] - Brookfield Corporation is a global investment firm with three core businesses: alternative asset management, wealth solutions, and operating businesses in renewable power, infrastructure, and real estate [4] - Brookfield Asset Management Ltd. manages over US$1 trillion in assets across various sectors, including infrastructure and private equity, and is known for generating strong returns for its clients [5]

Core Insights - StepStone Group has successfully launched the StepStone Private Equity Strategies Fund (STPEX), raising over $750 million since its inception in September 2025, and it is now available on major custodian platforms [1][7]. Fund Structure and Strategy - STPEX is an evergreen interval fund that invests in private equity assets managed by top-tier sponsors identified by StepStone, aiming for long-term capital appreciation [2][3]. - The fund offers individual investors, financial advisors, and institutions access to a diversified portfolio of private market investments, primarily through secondary purchases and co-investments [2][3]. - STPEX allows for daily capital raising and provides liquidity through semi-annual redemptions, with a current expectation of up to 5% of the Fund's net asset value [4][9]. Investment Approach - The fund's capital is invested alongside StepStone's institutional clients by a global private equity team of over 190 investment professionals, responsible for managing approximately $389 billion of capital as of September 30, 2025 [3][6]. - STPEX was developed in response to feedback from partners in the wealth management channel, focusing on providing a private equity strategy with low minimum investments and daily valuation [3][5]. Accessibility and Investor Requirements - The minimum investment for STPEX is set at $5,000, and it is available to investors in the United States without any accreditation requirements [4][6]. - The fund is structured to offer various share classes tailored for different wealth management platforms, enhancing accessibility for a broader group of investors [4][5].

GREENWICH, Conn., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Oxford Lane Capital Corp. (NasdaqGS: OXLC) (NasdaqGS: OXLCP) (NasdaqGS: OXLCL) (NasdaqGS: OXLCO) (NasdaqGS: OXLCZ) (NasdaqGS: OXLCN) (NasdaqGS: OXLCI) (NasdaqGS: OXLCG) (the “Company,” “we,” or “our”) today announced the following net asset value (“NAV”) estimate as of October 31, 2025. Management’s unaudited estimate of the range of the NAV per share of our common stock as of October 31, 2025, is between $18.21 and $18.51. This estimate is not a comprehen ...

Glencore and Hillhouse Investment Management plan to invest in Chuangxin Industries Holdings’ upcoming IPO in Hong Kong, sources say https://t.co/mgcG7h93Gn ...

Core Insights - The article highlights two investment opportunities with strong dividend yields and positive earnings growth projections, specifically focusing on AllianceBernstein and USA Compression Partners [2][3][9]. Group 1: AllianceBernstein (AB) - AllianceBernstein has reported a record assets under management (AUM) of $860 billion in Q3, with an annual dividend yield of 8.67%, significantly higher than the industry average of 2.27% [3][4]. - The company maintains a low debt-to-capital ratio, indicating a secure dividend, and has a trailing twelve-month return on equity (ROE) of 21%, compared to the industry average of 9% [4]. - Recent earnings per share (EPS) revisions for FY25 and FY26 have shown modest increases, making it an attractive time to consider adding positions in AB, which trades at approximately $40 per share and 11 times forward earnings, with an expected annual EPS growth of nearly 15% next year [5]. Group 2: USA Compression Partners (USAC) - USA Compression Partners, a Master Limited Partnership (MLP), is projected to achieve a 30% increase in EPS this year and a further 38% increase in FY26 [9][10]. - The MLP offers an annual dividend yield of 8.75% and trades at under $25 per share, with a forward earnings multiple of 27 times, which is reasonable given its EPS growth [11]. - Over the last 60 days, EPS revisions for FY25 and FY26 have increased by over 5% and 7% respectively, indicating positive momentum [12].

Core Insights - Wilmington Capital Management Inc. reported a net loss of $0.2 million for Q3 2025 and $0.6 million for the year-to-date, compared to a net loss of $0.01 million and net income of $1.2 million for the same periods in 2024 [2][8] - The company has successfully implemented a monetization plan to unlock value from its investments, aiming to distribute capital to shareholders and simplify its business operations [3] - A leadership transition is underway, with key executives stepping down at the end of 2025, and Andrew Cockwell appointed as interim Chairman [4][5] Financial Performance - For the three months ended September 30, 2025, management fee revenue was $0, while interest, distributions, and other income totaled $268,000, down from $315,000 in 2024 [7] - Total expenses for Q3 2025 were $514,000, compared to $448,000 in Q3 2024, with general and administrative expenses increasing to $506,000 from $440,000 [7] - The total comprehensive loss for Q3 2025 was $375,000, compared to a comprehensive income of $57,000 in Q3 2024 [8] Balance Sheet Overview - As of September 30, 2025, total assets were $36.1 million, down from $38.7 million at the end of 2024 [9] - Current assets included cash of $33.9 million, a decrease from $36.3 million in December 2024 [9] - Total liabilities were significantly reduced to $691,000 from $2.5 million at the end of 2024, indicating improved financial health [9] Management and Strategic Direction - The leadership transition is part of a broader strategy to ensure the company remains dynamic and successful in the future [4][5] - The company has historically focused on alternative asset classes for long-term capital appreciation rather than current income [6] - The management team has been recognized for their contributions to building unique investment platforms and delivering strong financial performance [4]

Core Insights - The fifth annual Palm Beach CorpGov Forum took place on November 5-6, featuring discussions on corporate governance, activism, IPOs, private equity, and venture capital [1][3] - The event attracted over 300 attendees, including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [3] Speaker Highlights - Keynote speaker included Josh Frank from Trian Fund Management, alongside various industry leaders from different sectors [4][5] - Notable speakers also included executives from Comtech Telecommunications Corp., Florida State University, and several law firms [4][5][6] Discussion Topics - The importance of writing investor letters for public consumption was emphasized, highlighting the need for effective communication within and outside companies [2] - Topics discussed included crisis management, preparation, planning, and coordination among corporate entities [2]

Group 1 - Warren Buffett's performance as CEO of Berkshire Hathaway is under scrutiny as the company underperformed the S&P 500 in 2025, with Berkshire stock up 11.3% compared to the S&P 500's 16.9% gain [5] - Berkshire Hathaway significantly increased its stake in Pool Corp by 136% in Q2 2025, following a 145% increase in Q1 2025, bringing the total shares held to 3,458,885 [2] - Pool Corp, a leading distributor of pool equipment, has missed revenue estimates for three consecutive quarters, resulting in a decline in its stock price from $291.48 at the end of Q2 to $251.87 [3] Group 2 - The current value of Berkshire Hathaway's stake in Pool Corp is approximately $871.19 million, reflecting a loss of around $137 million or 13.6% since the end of Q2 [4] - The upcoming third-quarter 13F filing from Berkshire Hathaway is anticipated to reveal any new positions or changes in existing investments, particularly regarding Pool Corp [6]