Group 1 - Aristotle Capital Management is an independent and employee-owned investment management organization [1] - The company specializes in equity and fixed income portfolio management [1] - The organization serves institutional and advisory clients worldwide [1]

Group 1 - Shares of the Carlyle Group (NASDAQ: CG) have increased by 58% over the past year, driven by strong asset flows and positive regulatory outlook [1] - The company's stock is approaching a 52-week high, indicating strong market performance [1] - The solid performance is attributed to the company's strategic positioning and macroeconomic factors [1]

Core Viewpoint - The company reported significant improvements in net revenue and net earnings for the quarter ended June 30, 2025, driven by gains in its securities portfolio and contributions from Sterling and Galibier, despite facing integration costs and lower management fee revenue in other areas. Financial Performance - Net revenue for Q2 2025 was $90.0 million, up from $64.2 million in Q2 2024, with $33.2 million contributed by Sterling and Galibier [3][5] - Operating earnings decreased to $6.1 million from $14.3 million year-over-year, while EBITDA fell to $14.9 million from $21.4 million [4][5] - Net gains for the quarter were $55.0 million, a significant recovery from net losses of $39.2 million in the same quarter last year [5] - Net earnings attributable to shareholders were $55.2 million, compared to a net loss of $23.1 million in the prior year [5] Cash Flow and Equity - Adjusted cash flow from operations attributable to shareholders was $10.7 million, down from $13.9 million in the comparative period [6] - Shareholders' equity as of June 30, 2025, was $1,323 million, or $54.29 per share, compared to $1,318 million, or $53.76 per share at the end of 2024 [6][9] Client Assets - Total client assets were reported at $164.1 billion as of June 30, 2025, down from $169.0 billion at the end of 2024, with a notable increase of $107.0 billion attributed to Sterling and Galibier since June 30, 2024 [2][6] - The decrease in total client assets since December 31, 2024, was primarily due to the depreciation of the US dollar against the Canadian dollar, which reduced total client assets in the US segment by $6.5 billion [2]

| | CONSOLIDATED STATEMENTS OF | | | | --- | --- | --- | --- | | | INCOME | | | | | (unaudited) | | | | | (in millions of dollars, except per share | | | | | amounts) | | | | | For the three months ended | | | | | 06/30/2025 | 06/30/2024 | | | Net income (loss) attributable to common shareholders | $226.3 | ($71.7 | ) | | Diluted earnings (loss) per share attributable to common shareholders | $92.75 | ($29.02 | ) | MONTREAL, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Senvest Capital Inc. today reported net income at ...

The First Trust Nasdaq BuyWrite Income ETF (NASDAQ: FTQI ) is a strategy designed to provide investors with income through the writing of covered call options on the NASDAQ 100-Index ( NDX ). FTQI pays out monthly distributions at an Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O& ...

All amounts in U.S. dollars unless otherwise stated TORONTO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Onex Corporation (TSX: ONEX) today announced its financial results for the second quarter ended June 30, 2025. "Onex delivered a solid second quarter with growth in investing capital per share and continued momentum across our businesses," said Bobby Le Blanc, CEO and President. "The Onex Partners and ONCAP teams are successfully returning capital to our investors, while compounding net asset value and increasing ...

Talent Acquisition Trends - Job candidates increasingly desire carried interest awards from Middle Eastern sovereign wealth funds before accepting job offers [1]

Core Insights - Blue Owl Capital Corporation reported $485.84 million in revenue for the quarter ended June 2025, marking a year-over-year increase of 22.5% and exceeding the Zacks Consensus Estimate of $463.85 million by 4.74% [1] - The company's EPS for the same period was $0.40, down from $0.48 a year ago, but still above the consensus estimate of $0.39, resulting in an EPS surprise of 2.56% [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments showed significant growth, with interest income at $384.76 million, surpassing the average estimate of $346.72 million, reflecting a year-over-year increase of 33.9% [4] - Total investment income from non-controlled, non-affiliated investments reached $440.42 million, exceeding the average estimate of $419.91 million, representing a year-over-year change of 24.4% [4] - Investment income from controlled, affiliated investments totaled $43.75 million, slightly below the average estimate of $47.2 million, but still showing a year-over-year increase of 2.7% [4] Stock Performance - Over the past month, shares of Blue Owl Capital Corporation have returned -1.6%, contrasting with the Zacks S&P 500 composite's +0.5% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - AMG has entered into an agreement to sell its interest in Comvest Partners' private credit business to Manulife Financial Corporation, highlighting the value of AMG's partnership model in supporting affiliates' long-term objectives [1][3] Company Overview - AMG is a strategic partner to independent investment management firms globally, focusing on generating long-term value through investments in high-quality, partner-owned firms [5] - As of June 30, 2025, AMG's aggregate assets under management were approximately $771 billion across various investment strategies [5] Partnership Impact - Comvest Partners has experienced significant growth, increasing its assets under management from $2 billion to $14 billion over five years, aided by AMG's strategic engagement [2][3] - AMG's collaboration has enhanced Comvest's business growth and competitive positioning, contributing to a successful outcome for all stakeholders involved [3] Financial Details - AMG is expected to receive approximately $285 million in cash consideration from the transaction, representing a significant gain on its investment [3] - AMG will retain an interest in the carry from certain existing private credit funds and a share of Comvest's invested capital in these funds, as well as its interest in Comvest's private equity business [3] Transaction Timeline - The transaction is anticipated to close in the fourth quarter of 2025, pending customary closing conditions [4]

Core Insights - AMG has entered into an agreement to sell its interest in Comvest Partners' private credit business to Manulife Financial Corporation, marking a significant strategic move for the company [1][4] - The partnership between AMG and Comvest has led to substantial growth in Comvest's assets under management, increasing from $2 billion to $14 billion over five years [2][3] - AMG is expected to receive approximately $285 million in cash consideration from the transaction, reflecting a significant gain on its investment [3] Company Overview - AMG is a strategic partner to independent investment management firms globally, focusing on generating long-term value through investments in high-quality, partner-owned firms [5] - As of June 30, 2025, AMG's aggregate assets under management were approximately $771 billion, covering a diverse range of investment strategies [5]