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Tom Lee's Fundstrat Capital Files Preliminary Prospectus for Two New ETFs
Prnewswire· 2025-08-25 11:30
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 ...
东莞市科创松禾创智人工智能创业投资基金注册成立
Sou Hu Cai Jing· 2025-08-25 06:48
| 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 ...
HODL Waives Sponsorship Fees Until January 2026
Seeking Alpha· 2025-08-24 13:45
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]
AllianceBernstein Announces 2024 Schedule K-3 is Now Available Online for Unitholders
Prnewswire· 2025-08-22 21:00
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]
1248 Management Ramps Up Its Position in Tesla
The Motley Fool· 2025-08-22 08:14
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]
X @Cointelegraph
Cointelegraph· 2025-08-22 01:30
🚨 NEW: Invesco Galaxy filed an amended S-1 for its Solana ETF with the SEC. https://t.co/a7v4D6XKtF ...
Gabelli Equity Trust 10% Distribution Policy Reaffirmed and Declared Third Quarter Distribution of $0.15 Per Share
Globenewswire· 2025-08-21 15:46
Core Viewpoint - The Gabelli Equity Trust Inc. has declared a cash distribution of $0.15 per share, reaffirming its commitment to a 10% distribution policy, payable on September 23, 2025 [1]. Distribution Policy - The Fund aims to pay a minimum annual distribution of 10% of its average net asset value, calculated based on the last day of the four preceding calendar quarters [2]. - The Board of Directors reviews potential distributions quarterly, considering the Fund's net asset value and market conditions, with the policy subject to modification [3]. Tax Implications - Distributions may be treated as long-term capital gains or qualified dividend income, subject to a maximum federal income tax rate of 20% for individuals [4]. - Shareholders with income exceeding certain thresholds may incur a 3.8% Medicare surcharge on net investment income, which includes dividends and capital gains from the Fund [4]. Earnings and Return of Capital - If the Fund's earnings do not meet the total distributions, the excess amount will be considered a return of capital, generally not taxable and reducing the shareholder's cost basis [5]. - In 2025, distributions to common shareholders are estimated to consist of approximately 4% from net investment income, 26% from net capital gains, and 70% as a return of capital [6]. Company Overview - The Gabelli Equity Trust Inc. is a diversified, closed-end management investment company with total net assets of $2.1 billion, focusing on long-term capital growth [7].
3 Stocks to Bet on From the Prospering Investment Management Industry
ZACKS· 2025-08-21 15:16
Industry Overview - The Zacks Investment Management industry is experiencing growth driven by asset growth, digital transformation, evolving investment vehicles, deeper personalization, and strategic scale [1] - The industry consists of companies managing securities and funds for clients, earning revenue through service fees or commissions [3] Investment Trends - Asset inflows are expected to continue driving growth in assets under management (AUM), with institutional interest increasing from pension funds, endowments, and insurers [4] - There is a notable rise in inflows into alternative investments, including index funds, private credit funds, and ETFs, alongside growing interest in tokenized assets [5] - The industry is witnessing ongoing mergers and partnerships to enhance scale, reduce costs, and improve resilience [6][7] Financial Performance - The Zacks Investment Management industry has outperformed the S&P 500 Index and the broader finance sector, with a collective stock increase of 58.5% over the past two years [13] - The industry's current trailing 12-month price-to-tangible book ratio (P/TB) is 4.64X, indicating a significant discount compared to the S&P 500's 12.98X [17] Company Highlights - **T. Rowe Price Group, Inc. (TROW)**: As of June 30, 2025, TROW had $1.68 trillion in AUM, with a CAGR of 2.3% over the past four years. The company is focusing on expanding its business through partnerships and acquisitions [24][27][28] - **SEI Investments Company (SEIC)**: SEIC reported $517.5 billion in AUM as of June 30, 2025, with a CAGR of 8.2% over the past five years. The company is enhancing its technology and expanding its global presence through strategic acquisitions [32][33][36] - **Federated Hermes, Inc. (FHI)**: FHI had $845.7 billion in AUM as of June 30, 2025, with a CAGR of 7.4% over the past four years. The company is actively seeking alliances and acquisitions to drive AUM growth [40][42]
Grayscale’s Actively Managed Crypto Income Strategy Now Available on the iCapital® Marketplace, Enabling Broad Access to Crypto-Staking Opportunities
Globenewswire· 2025-08-21 13:00
STAMFORD, Conn., Aug. 21, 2025 (GLOBE NEWSWIRE) -- Grayscale Investments, the world's largest digital asset-focused investment platform, today announced that its first actively managed investment strategy is now available through the iCapital Marketplace, expanding Grayscale's reach to a broader network of advisors seeking exposure to non-traditional investments for qualified investors.* "Expanding access through iCapital represents a meaningful step in bringing actively managed crypto income strategies int ...
Ellington Credit: High Yield, Speculative CLO Fund
Seeking Alpha· 2025-08-21 12:47
Group 1 - David A. Johnson is the founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company, with over 30 years of experience in investing [1] - The investment strategy includes stocks, bonds, options, ETFs, REITs, real estate, closed-end funds, hedge funds, and private credit [1] - David holds a Master of Science (MS) Degree in Finance, a Certificate in Financial Planning, and an MBA from Fordham University [1]