Virtus Investment Partners (VRTS) shares rallied 6.3% in the last trading session to close at $200.71. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 10.5% gain over the past four weeks.Virtus Investment stock increased in price for the second consecutive trading session. The broader market optimism surrounding potential trade agreements and increased expectations of earlier-than-anticipated interest rate cu ...

Core Viewpoint - Stellus Capital Investment Corporation has declared a monthly dividend of $0.1333 for July, August, and September 2025, totaling $0.40 per share for the third quarter [1] Dividend Summary - The declared monthly dividends are as follows: - July 2025: Ex-Dividend Date 7/31/2025, Record Date 7/31/2025, Payment Date 8/15/2025, Amount per Share $0.1333 [2] - August 2025: Ex-Dividend Date 8/29/2025, Record Date 8/29/2025, Payment Date 9/15/2025, Amount per Share $0.1333 [2] - September 2025: Ex-Dividend Date 9/30/2025, Record Date 9/30/2025, Payment Date 10/15/2025, Amount per Share $0.1333 [2] Company Overview - Stellus Capital Investment Corporation is an externally-managed, closed-end, non-diversified investment management company regulated as a business development company under the Investment Company Act of 1940 [3] - The company's investment objective is to maximize total return to stockholders through current income and capital appreciation by investing primarily in private middle-market companies with EBITDA between $5.0 million and $50.0 million [3] - Investment strategies include first lien, second lien, unitranche, and mezzanine debt financing, along with corresponding equity investments [3]

Group 1 - The Conservative Income Portfolio service focuses on outperforming the market through strategies targeting smaller-cap and unrated fixed-income securities like Eagle Point Income (NYSE: EIC) [1] - The portfolio aims to build a Fixed Income Portfolio by selecting the best Preferred Stocks and bonds with high margins of safety, indicating a strong belief in the fixed income sector's potential over the next decade [1] - The service has recently launched Bond and Preferred Stock Portfolios, encouraging investors to participate early [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, appealing to investors seeking income generation [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for potential investors [2]

Core Viewpoint - Hamilton Lane has launched the Asia Private Assets Fund (HLAPA), a semi-liquid investment vehicle aimed at providing diversified access to Asia's private markets for private wealth and institutional investors [1][2]. Fund Overview - HLAPA focuses on private equity through direct investments and secondaries, leveraging Hamilton Lane's 15 years of experience in Asia and its extensive regional network [2][3]. - The Fund aims to capitalize on Asia's macroeconomic growth, which drives 60% of global GDP growth, and deliver quality risk-adjusted returns [3][6]. Fund Features - The Fund offers flexible portfolio construction to adapt to market dynamics, optimizing risk-adjusted returns across growth investments and mature buyout deals [7]. - Investors will have access to top-tier fund managers across Asia, including strong relationships with premier general partners in Australia, Japan, Korea, India, Southeast Asia, and China [7]. - HLAPA features an open-ended structure that allows for immediate capital deployment without capital calls, lower minimum investments compared to traditional funds, monthly subscriptions, and potential limited quarterly liquidity [7]. Company Background - Hamilton Lane is a leading private markets investment firm with approximately $958 billion in assets under management as of March 31, 2025, and has been dedicated to private markets investing for over 30 years [5][6]. - The Asia Private Assets Fund is part of Hamilton Lane's broader $11 billion Evergreen Platform, which includes nine funds across multiple strategies [4][6].

Core Insights - GAMCO Investors, Inc. reported an increase in assets under management (AUM) to $33.3 billion as of June 30, 2025, up from $30.7 billion a year earlier [1] - The company anticipates second quarter 2025 diluted earnings per share to be between $0.89 and $0.94, compared to $0.61 for the same period in 2024 [1] Group 1: Financial Performance - The investment management services business of Keeley, acquired from Teton Advisors on May 1, 2025, contributed approximately $1.0 billion to AUM [2] - Gabelli plans to provide further details regarding its financial results in early August [2] Group 2: Company Overview - Established in 1977, Gabelli is a recognized provider of investment advisory services, managing 27 open-end funds, 13 closed-end funds in the U.S., and one in the U.K., along with 5 actively managed exchange-traded funds [3] - The company's revenue is primarily derived from AUM levels and associated fees from various investment products [3] Group 3: Investment Strategies - Gabelli launched its All Cap Value equity strategy in 1977 and entered the mutual fund business in 1986, now offering a diverse range of client solutions across various asset classes, regions, and investment styles [4] - The client base includes institutions, intermediaries, offshore investors, private wealth, and direct retail investors [4]

The SEC has approved the conversion of Grayscale's Digital Large Cap Fund into an ETF https://t.co/hAjg7xg7qN ...

Investors interested in Financial - Investment Management stocks are likely familiar with Janus Henderson Group plc (JHG) and SEI Investments (SEIC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scor ...

Group 1 - KKR has priced an offering of $550 million in new 6.875% exchange traded subordinated notes due in 2065 [1] - The fixed coupon on these notes will be paid quarterly, and KKR retains the option to redeem the notes early [1] Group 2 - The article mentions a focus on preferred stocks with varying compliance scores, indicating a range of investment options for different investor profiles [1]

Core Viewpoint - Federated Hermes (FHI) has shown strong stock performance, with a 4.9% increase over the past month and a new 52-week high of $44.5, outperforming the Zacks Finance sector and the Zacks Financial - Investment Management industry [1][2]. Financial Performance - The company has consistently exceeded earnings expectations, reporting EPS of $1.1 against a consensus estimate of $0.91 in its last earnings report [2]. - For the current fiscal year, Federated Hermes is projected to achieve earnings of $4.3 per share on revenues of $1.71 billion, reflecting a 33.13% increase in EPS and a 4.81% increase in revenues [3]. - The next fiscal year is expected to see earnings of $4.33 per share on revenues of $1.76 billion, indicating a year-over-year change of 0.85% in EPS and 3.09% in revenues [3]. Valuation Metrics - The stock trades at 10.3 times the current fiscal year EPS estimates, below the peer industry average of 11.6 times [7]. - On a trailing cash flow basis, it trades at 12.5 times compared to the peer group's average of 12 times [7]. - The PEG ratio stands at 0.8, suggesting that while the stock is not in the top tier from a value perspective, it remains attractive [7]. Zacks Rank and Style Scores - Federated Hermes holds a Zacks Rank of 2 (Buy), supported by a positive earnings estimate revision trend [8]. - The stock has a Value Score of B, a Growth Score of D, and a Momentum Score of C, resulting in a combined VGM Score of B [6][8]. - The combination of a favorable Zacks Rank and Style Scores indicates potential for further gains in the stock [8].

Core Viewpoint - A lawsuit has been filed against Compass Diversified Holdings and its executives for potential violations of federal securities laws, stemming from material misstatements in financial statements related to its subsidiary, Lugano Holdings, Inc. [1][3] Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, captioned Matthews v. Compass Group Diversified Holdings, Inc., et al., No. 25-cv-981 [2] - Investors have until July 8, 2025, to request to be appointed to lead the case [2] Group 2: Financial Misstatements - Compass admitted that its fiscal 2022-2024 financial statements contained material misstatements regarding unrecorded financing arrangements and irregularities in sales, cost of sales, inventory, and accounts receivable for Lugano [3] - On June 25, 2025, Compass announced that investors should not rely on its fiscal 2022 and 2023 financial statements amid the ongoing investigation [5] Group 3: Stock Performance - Following the announcement on May 7, 2025, that investors should not rely on its fiscal 2024 financial statements, Compass's stock price plummeted approximately 62%, from $17.25 per share to $6.55 per share [4]