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CODI NOTICE: Did Compass Diversified Holdings Mislead Investors? Contact BFA Law by July 8 Court Deadline if You Suffered Losses (NYSE:CODI)
GlobeNewswire News Room· 2025-06-18 12:38
NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Compass Diversified Holdings and Compass Group Diversified Holdings, LLC (NYSE: CODI) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Compass you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/compass-diversified-holdings. Investors ...
AllianceBernstein Launches AB Emerging Markets Opportunities ETF
Prnewswire· 2025-06-18 11:30
Company Overview - AllianceBernstein Holding L.P. and AllianceBernstein L.P. are leading global investment management firms, with a focus on diversified investment services for institutional investors, individuals, and private wealth clients [4] - As of May 2025, AllianceBernstein had $803 billion in assets under management, showcasing its significant presence in the investment management industry [4] Product Launch - The company announced the launch of the AB Emerging Markets Opportunities ETF (EMOP), an actively managed ETF listed on the New York Stock Exchange, aimed at providing investors with access to emerging markets [1][2] - The ETF is designed to meet the growing demand for non-US equity exposures, particularly in emerging markets, reflecting the company's commitment to evolving client needs [2] Investment Strategy - EMOP aims for long-term capital growth by investing at least 80% of its net assets in equity securities of issuers economically tied to emerging markets [2] - The fund focuses on equity securities that offer compelling profitability prospects, reasonable valuations, and favorable fundamental and quantitative trends, leveraging the company's extensive experience in emerging markets [2][3] Expertise and Support - The dedicated Emerging Markets Equity team at AllianceBernstein combines fundamental research with quantitative tools, enhancing the fund's investment strategy [3] - The ETF is positioned as a strong option for model-builders and long-term investors seeking active management for their emerging market allocations [3]
GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer
Globenewswire· 2025-06-18 05:00
Core Viewpoint - GAM Holding AG announces significant leadership changes, appointing Albert Saporta as Group CEO effective July 1, 2025, and Tim Rainsford as Group Chief Distribution Officer effective October 1, 2025, as part of its strategy for sustainable growth [1][2][3] Leadership Changes - Albert Saporta, with over 40 years of experience in investment management, will succeed Elmar Zumbuehl, who will assist in the transition until December 31, 2025 [1][3] - Tim Rainsford returns to GAM to lead distribution efforts, bringing extensive experience from his previous roles, including CEO of Generali Investments Partners [1][5][12] Company Transformation - Under Elmar Zumbuehl's leadership, GAM has undergone a comprehensive transformation over the past 21 months, divesting non-core businesses and establishing a lean, scalable platform to attract top investment talent [2][7] - The company is now well-positioned for growth, focusing on innovative investment strategies and enhancing client outcomes [3][4][8] Strategic Focus - Albert Saporta aims to accelerate growth by building on existing and new product offerings and exploring external opportunities [3][4] - The leadership team will focus on driving growth initiatives and strengthening strategic client relationships, with Rossen Djounov remaining a senior member of the distribution leadership team [6][7] Company Background - GAM Investments is a global investment platform with total assets under management of CHF 16.3 billion as of December 31, 2024, and operates in 14 countries [15]
BlackRock Rides on Private Market Growth: Is Now the Time to Buy BLK?
ZACKS· 2025-06-17 14:56
Core Insights - BlackRock Inc. plans to expand its presence in private markets, targeting $400 billion in fundraising by 2030, with expectations for the private credit market to grow from $1.6 trillion in 2023 to $4.5 trillion by 2030 [2][3] - The company aims to double its operating income to $15 billion and market capitalization to $280 billion by 2030, with an annual revenue target exceeding $35 billion, indicating a 10% compound annual growth rate (CAGR) [3][4] Strategic Initiatives - BlackRock is pursuing strategic acquisitions to enhance its capabilities in private markets, including the purchase of Preqin for $3.2 billion, Global Infrastructure Partners, and HPS Investment for $12.1 billion [5][6][12] - The integration of acquired data and technology into its Aladdin platform is expected to drive revenue growth [7][12] Financial Performance - As of March 31, 2025, BlackRock's total assets under management (AUM) reached a record $11.58 trillion, with net inflows of $83 billion, supported by strong ETF and active equity contributions [9][11] - The company has experienced a five-year CAGR of 9.2% in AUM and a 7% CAGR in GAAP revenues over the past five years [9][11] Product Diversification - BlackRock's product diversification efforts, including the launch of iShares Bitcoin and collaborations to enhance retail investor access to alternative investments, are expected to bolster revenue and reduce concentration risk [10][11] - The company aims for organic base fee growth of 5% or more and an adjusted operating margin of 45% or more by 2030 [4] Valuation and Shareholder Returns - BlackRock's price-to-book ratio of 3.13X is lower than the industry average of 3.49X, indicating a potential discount for investors [23][27] - The company has a share repurchase plan, aiming to buy back $1.5 billion worth of shares in 2025, and has increased its quarterly dividend by 2% to $5.21 per share [18][25] Analyst Sentiment - Analysts have revised earnings estimates for 2025 and 2026 upward, reflecting positive sentiment towards BlackRock's growth prospects [15][31]
Scott+Scott Attorneys at Law LLP Reminds Investors of Its Current Investigation Into Compass Diversified Holdings (NYSE: CODI)
GlobeNewswire News Room· 2025-06-14 15:56
Core Viewpoint - Scott+Scott Attorneys at Law LLP is investigating potential misleading statements and failures to disclose material information by Compass Diversified Holdings and its officers, which may violate federal securities laws [1]. Company Overview - Compass Diversified Holdings owns and manages a diverse portfolio of middle-market businesses, including Lugano Holdings, Inc., a luxury jewelry designer and manufacturer [2]. Recent Developments - On May 7, 2025, Compass issued a press release stating it would not rely on its financial statements for fiscal 2024 due to an ongoing internal investigation into Lugano, which identified irregularities in financing, accounting, and inventory practices [3]. - Following the announcement, the stock price of Compass fell by $10.70, nearly 62%, closing at $6.55 on May 8, 2025, with unusually high trading volume [3].
FRP Holdings: Too Small To Invest In
Seeking Alpha· 2025-06-13 16:28
Group 1 - David A. Johnson is the founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company [1] - David has over 30 years of experience in investing and holds multiple degrees including a Master of Science in Finance and an MBA [1] Group 2 - The company engages in a diverse range of investments including stocks, bonds, options, ETFs, REITs, real estate, closed-end funds, hedge funds, and private credit [1]
INVESTOR DEADLINE: Compass Diversified Holdings (CODI) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
GlobeNewswire News Room· 2025-06-12 18:56
SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Compass Diversified Holdings (NYSE: CODI) publicly traded securities between May 1, 2024 and May 7, 2025, both dates inclusive (the “Class Period”), have until Tuesday, July 8, 2025 to seek appointment as lead plaintiff of the Compass Diversified class action lawsuit. Captioned Augenbaum v. Compass Diversified Holdings, No. 25-cv-01003 (C.D. Cal.), the Compass Diversified class action laws ...
Gundlach on Treasuries, Gold, Fed, AI, Private Credit, Trump
Bloomberg Television· 2025-06-11 19:31
U.S. Fiscal Outlook and Treasury Market - The U.S. faces an unsustainable fiscal path, with the interest expense becoming untenable due to high budget deficits and sticky interest rates [1][4] - The average coupon on Treasuries has risen from below 2% to pushing 4%, creating a building problem as trillions of bonds mature and are re-issued at higher rates, a difference of 400 basis points [4][5][6] - The long-term Treasury bond is no longer behaving as a legitimate flight to quality asset, and is not responding to lower interest rates or an inflation rate around 25%, with potential for it to go higher [6][7] - The U.S national debt is approaching $37 trillion, requiring creative solutions, and markets are starting to acknowledge this [7][8] Investment Strategy and Market Dynamics - A paradigm shift is occurring where money is no longer flowing into the United States, and the long bond is not acting as a flight to quality asset, with gold emerging as an alternative [16] - The dollar is falling, and some of the $25 trillion net investment position that flowed into the U.S over the past two decades could potentially flow out, suggesting increased allocations to non-dollar investments [9][10] - The market environment feels similar to 1999 (dot-com bubble) and 2006/2007 (pre-credit crisis), with AI enthusiasm mirroring the dot-com boom [21][22] - A great buying opportunity is anticipated, but the timing is uncertain [21] Private Credit and Alternative Investments - There is overinvestment in private credit, and the excess reward is not as attractive as it once was, potentially leading to forced selling [32] - Gold has proven to be a source of growth, outperforming Bitcoin year-to-date, and is recommended as an asset class, with central banks accumulating gold [16][17][50] - Dollar-based investors should consider investing in foreign currencies and selective emerging market equities, as the S&P 500 is underperforming MSCI Europe year-to-date [51][52] Restructuring and Long-Term Themes - There is a need to restructure various aspects of the system, including institutions, political parties, and finances, due to wealth inequality and calcified property relations [42][46] - India is highlighted as a long-term investment theme, with a similar profile to China 35 years ago, benefiting from demographic outlook, supply chain shifts, and technology [48][49]
Colliers publishes 2024 Global Sustainability Report
Globenewswire· 2025-06-11 08:00
Core Insights - Colliers has launched a refreshed sustainability strategy named "Built to Last," which aligns with current environmental, social, and governance challenges and opportunities [1][3] - The 2024 Global Sustainability Report highlights significant achievements, including a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Tonya Lagrasta has been appointed as the Global Head of Sustainability to lead the implementation of the new strategy [2][3] Sustainability Achievements - Achieved a 27.6% reduction in Scope 1 and 2 emissions per square foot from the 2021 baseline [6] - Earned WELL Health-Safety Ratings in 87.4% of Colliers offices ≥ 2,500 sq. ft., an increase from 35% in 2022 [6] - Expanded the electric vehicle fleet to over 170, representing a fivefold increase in two years [6] - Reached 88% participation in the global employee engagement survey, with scores exceeding external benchmarks [6] - Achieved 68% of the Colliers Gives volunteering goal [6] Company Overview - Colliers is a global diversified professional services and investment management company with nearly $5.0 billion in annual revenues and over $100 billion in assets under management [4] - The company operates through three platforms: Real Estate Services, Engineering, and Investment Management, and has a team of 23,000 professionals [4] - Colliers has consistently delivered approximately 20% compound annual returns for shareholders over the past 30 years [4]
CrowdStrike Q1: Alpha-Rich And Resilient Cybersecurity Domination
Seeking Alpha· 2025-06-11 03:48
Company Overview - Invictus Origin is a high-alpha investment management firm founded by Oliver Rodzianko in May 2025, aiming to become a globally recognized actively managed fund [1] - The firm is developing innovative portfolio strategies, particularly through its Nasdaq High-Alpha Black Swan Portfolio, designed to sustainably outperform the Nasdaq-100 [1] - The portfolio maintains approximately 20% in strategic cash reserves, providing downside protection and flexibility during market disruptions [1] Leadership and Expertise - Oliver Rodzianko has extensive experience as a macro-focused investment analyst specializing in public equities, emphasizing fundamental valuation and long-term market cycles [1] - His sector expertise includes technology, semiconductors, artificial intelligence, and energy, integrating U.S. market specialization with international market awareness [1] - Rodzianko has a strong reputation as an Investment Analyst for platforms like Seeking Alpha, TipRanks, and GuruFocus, providing actionable insights to sophisticated investors [1] Investment Strategy - The investment process at Invictus Origin focuses on capturing asymmetric upside by navigating market dislocations and intrinsic value cycles [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a complementary family office structure for lower-volatility capital preservation [1]