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New Christian values index fund for evangelical investors created by investment firm, S&P
Yahoo Finance· 2025-09-08 20:39
Core Insights - A new index and ETF tailored for evangelical Christian investors has been launched by Bountiful Financial in partnership with S&P Dow Jones Indices [1][5] - The S&P 500 Christian Values Screened Index will exclude companies involved in activities contrary to evangelical Christian values, such as abortion and gambling [2][4] Group 1: Index and ETF Details - The S&P 500 Christian Values Screened Index is the first in a series of indices designed for evangelical Christian investors [1] - The index will screen out companies based on their involvement in activities like abortion, stem cell research, adult entertainment, predatory lending, recreational cannabis, gambling, tobacco, and violent video games [2][4] - Bountiful Financial plans to launch ETFs and other financial products based on this index later in the year [5][6] Group 2: Company Statements and Goals - David Friedman from Bountiful Financial emphasized the importance of aligning investments with personal values for Christian investors [2] - Bountiful Financial's CEO, Reid Steadman, stated that the index is a result of a year of collaboration with S&P DJI, aiming to support both financial and spiritual goals for investors [5] - Cameron Drinkwater from S&P Dow Jones Indices expressed satisfaction in expanding faith-based indices to help market participants align their religious beliefs with investment strategies [6][7]
SCAP: Seeking To Reducing Small-Cap Volatility While Generating Higher Income
Seeking Alpha· 2025-09-06 07:45
Group 1 - Infrastructure Capital Advisors is a leading provider of investment management solutions for income-focused investors [1] - Jay Hatfield serves as CEO and CIO, and is the lead portfolio manager for multiple ETFs including InfraCap Small Cap Income ETF (NYSE: SCAP) and InfraCap Equity Income Fund ETF (NYSE: ICAP) [1] - The company frequently appears in major financial media outlets such as Fox Business, CNBC, and Bloomberg Radio/TV [1] Group 2 - Infrastructure Capital publishes a monthly market and economic report, quarterly commentaries, and various research materials [1] - The company hosts a monthly webinar and participates in industry conferences to provide educational resources for investors [1]
PULS: Ultra-Short Active Management
Seeking Alpha· 2025-09-06 07:07
Group 1 - The article analyzes the PGIM Ultra Short Bond (PULS) investment vehicle, which is categorized as an exchange-traded fund (ETF) [1] - PULS operates under Prudential Financial Inc., a well-known investment manager [1] - The fund aims to provide investors with a low-risk investment option in the bond market [1]
QYLG: Buy-Write Nasdaq-100 Strategy With A High Return Of Capital
Seeking Alpha· 2025-09-05 20:29
Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1 - Michael Del Monte is identified as a buy-side equity analyst with over 5 years of experience in the investment management industry [1]. - Prior to his current role, Del Monte spent over a decade in professional services across various industries, including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. - The investment recommendations made by Del Monte are based on a comprehensive understanding of the investment landscape, integrating various factors that influence company performance [1].
U.S. Global Investors Announces Fiscal 2025 Webcast
Globenewswire· 2025-09-05 19:24
Core Viewpoint - U.S. Global Investors, Inc. will host a webcast on September 9, 2025, to discuss its fiscal year 2025 results, with financial data released prior to the event [1]. Company Overview - U.S. Global Investors, Inc. has a history of over 50 years, starting as an investment club and evolving into a registered investment adviser focusing on niche markets globally [3]. - The company is headquartered in San Antonio, Texas, and provides investment management and services to U.S. Global Investors Funds and U.S. Global ETFs [3]. Webcast Details - The webcast will take place at 7:30 a.m. Central time and will feature key executives including Frank Holmes (CEO and CIO), Lisa Callicotte (CFO), and Holly Schoenfeldt (Director of Marketing) [1]. - Registration for the webcast is available [2].
PFIX: Portfolio Airbag Against Rate Rises
Seeking Alpha· 2025-09-05 09:51
Group 1 - The article analyzes the Simplify Interest Rate Hedge (PFIX), an investment vehicle categorized as an exchange-traded fund (ETF) [1] - The fund operates under the management of Simplify, a well-known investment manager [1] - The primary aim of the PFIX fund is not explicitly stated in the provided text [1] Group 2 - No specific financial performance data or metrics related to the PFIX fund are mentioned in the article [1]
X @Bloomberg
Bloomberg· 2025-09-05 08:14
Not many envied Jason Windsor when he took over as CEO of Aberdeen — but a year into the job, he seems to have found a path forward for the fund giant https://t.co/wFFVtS4GWN ...
X @Investopedia
Investopedia· 2025-09-04 19:00
Market Trends & Industry Dynamics - T Rowe Price shares surged 6% following its collaboration with Goldman Sachs to provide public-private investment solutions to clients [1]
DigitalBridge: Growing AI Demand Keeps It Attractive
Seeking Alpha· 2025-09-04 14:52
Core Viewpoint - DigitalBridge (DBRG) is positioned as an investment manager focusing on infrastructure that supports and enhances AI technology, presenting a potentially undervalued investment opportunity compared to GPU manufacturers that have seen high valuations [1] Company Analysis - DBRG is perceived as inexpensive relative to its role in the AI infrastructure sector, especially when compared to the high multiples awarded to GPU manufacturers [1] - The company adopts a value investing approach, emphasizing an owner's mindset and a long-term investment horizon [1] Investment Position - The analysis indicates a beneficial long position in DBRG shares, suggesting confidence in the company's future performance [2]