Hi, I'm Tom Stout, the president and chief operating officer at Arc. I've been here over 12 years. I joined the firm just after its founding.I'm primarily responsible for the business operations of the firm on a day-to-day basis. And one of the most exciting parts about the job is that we've continuously pushed the envelope of innovation within the investment management industry. It's been thrilling to be a part of the active ETF revolution.Uh and the innovations haven't stopped. We're continuing to push th ...

Core Insights - Scharf Investments has launched two new ETFs, Scharf ETF (KAT) and Scharf Global Opportunity ETF (GKAT), with total assets at inception of approximately $890 million, marking the largest active domestic equity ETF launch of 2025 [1][2] - The ETFs are designed to transform Scharf's flagship mutual fund strategies into a more tax-efficient and liquid investment vehicle, emphasizing a disciplined value investing approach [2][4] - The firm has over 40 years of experience in value investing, focusing on capital preservation and long-term compounding, which differentiates it from growth-heavy investment strategies prevalent in the current market [3][4] Company Overview - Scharf Investments, founded in 1983 and headquartered in Los Gatos, California, is an independent investment firm known for delivering strong risk-adjusted returns through its Quality Value approach [4] - The firm emphasizes investing in high-quality companies at meaningful discounts, aiming for consistent performance across various market cycles [4]

For personal use only For personal use only For personal use only For personal use only | | FY245 (ASm) | FY24 (ASm) | | FY 24 (USSm) | Comments | | --- | --- | --- | --- | --- | --- | | | | | | | Asset realisations with Avante, Cordillera, Proterra, | | Boutique management fees | 15.5 | 36.0 | 10.0 | 23.6 | Banner Oak, Carlisle, Pennybacker (partial) and Victory Park (partial) exits impacting boutique results | | Boutique performance fees | 8.0 | 11.3 | 5.1 | 7.4 | Largely contributed by VPC and Roc | | Bo ...

Canary Capital filed with the SEC for the Canary American-Made Crypto ETF (MRCA), to list on Cboe BZX. The fund will focus on crypto assets that developed, mined, or operated in the US. and is classified as high-risk. Canary also filed for Trump Coin ETF and Staked Injective ETF.https://t.co/A0CoOHD8K6 ...

NEW YORK, Aug. 25, 2025 /PRNewswire/ -- Fundstrat Capital announced that it has filed a preliminary prospectus with the U.S. Securities and Exchange Commission ("SEC") for two new exchange-traded funds (ETFs): Fundstrat Granny Shots U.S. Small- & Mid-Cap ETF – Seeks long-term capital appreciation through an actively managed portfolio of U.S. small- and mid-capitalization equities selected using Fundstrat's proprietary "Granny Shots" thematic investment process. Fundstrat Granny Shots U.S. Large Cap & Income ...

| 台 缔造有远见的商业传奇 | 全国语语是语语词 | 东莞市科创松禾创智人工智能创业投资合伙企业(有限 ● | 童一下 | | = 企业中心 | 0 | | --- | --- | --- | --- | --- | --- | --- | | 基本信息 10 | 法律诉讼 | 经营风险 | 经营信息 企业发展 | | 知识产权 | E | | 工商信息 历史工商信息 | | | 【G 工商官网快照 ▶ | 目 文字介绍 | | 國 | | 统一社会信用代码 | 91441900MAETRHK77U | 企业名称 | 东莞市科创松禾创智人工智能创业投资合伙企业(有限合伙) | | | | | 执行事务合伙人 | 深圳松禾创智私募创业投资 基金管理合伙企业(有限合 | 登记状态 | 存续(在营、开业、在册) | 成立日期 | | 2025-08-22 | | | 伏) | 出资额 | 20000万元 | 实缴资本 | | | | 组织机构代码 | MAETRHK7-7 | 工商注册号 | 441900014227489 | 纳税人识别号 | | 91441900MAETRI | | 心水来 | 有限合伙企业 ...

Group 1 - The VanEck Bitcoin ETF (HODL) aims to provide investors with direct exposure to the performance of bitcoin by holding bitcoin directly [1] - The strategy is designed to cater to investors looking for a way to invest in bitcoin without directly purchasing the cryptocurrency [1] Group 2 - Michael Del Monte, an analyst with over 5 years of experience, emphasizes the importance of considering the entire investment ecosystem rather than evaluating companies in isolation [1]

Core Points - AllianceBernstein Holding L.P. has made its 2024 Schedule K-3 available for download, which contains items of international tax relevance for unitholders [1] - The Schedule K-3 is particularly relevant for a limited number of unitholders, including foreign unitholders and those computing a foreign tax credit [2] - Unitholders can obtain an electronic copy of the Schedule K-3 by contacting Tax Package Support [3] Company Overview - AllianceBernstein is a prominent global investment management firm that provides diversified investment services to institutional investors, individuals, and private wealth clients [4] - As of July 31, 2025, AllianceBernstein manages $829 billion in assets [4]

Core Insights - 1248 Management, LLC increased its Tesla holdings by 16,443 shares, valued at approximately $4.94 million, raising its total position to 18,754 shares worth $5.96 million [1][2] - Tesla now represents 2.2% of 1248 Management's 13F reportable assets, moving from 0.22% to a slightly overweight position compared to its 1.8% weighting in the S&P 500 [2][4] Company Overview - Tesla's market capitalization is $1,081.1 billion, with a trailing twelve months (TTM) revenue of $97.729 billion and a net income of $5.92 billion [3] - The stock has experienced a one-year price change of 50.5%, outperforming the S&P 500 by 35.5 percentage points [2][3] Financial Metrics - As of August 19, 2025, Tesla's forward P/E ratio is 135.87, and its EV/EBITDA stands at 76.8, with a 5-year revenue compound annual growth rate (CAGR) of 31.8% [2][10] Business Model - Tesla operates a direct-to-consumer sales model, generating income through vehicle sales, leasing, energy solutions, regulatory credits, and after-sales services [6][10] - The company serves individual consumers, businesses, utilities, and commercial clients globally, with a strong presence in the United States and China [6] Market Position and Potential - Tesla is seen as having significant potential in the robotaxi market, with the company slowly rolling out its robotaxi service, although unsupervised full self-driving (FSD) is not yet available to the public [5][7][8] - The upside potential from generating long-term revenue streams from robotaxis and unsupervised FSD software sales is considered significant, despite the associated risks [7][8]

🚨 NEW: Invesco Galaxy filed an amended S-1 for its Solana ETF with the SEC. https://t.co/a7v4D6XKtF ...