Japan’s Government Pension Investment Fund, one of the world’s largest retirement funds, is about to increase its unusually small staff as the assets it oversees balloon https://t.co/fXBjOI38IY ...

Financial Data and Key Metrics Changes - Cannae's stock closed at $19.88, trading at a 26.6% discount to NAV per share, which is the narrowest discount in over three years, compared to a near 40% discount when the strategic plan was announced [7][8] - Total operating revenue for the first quarter was $110,000,000, a 6.6% decrease from the prior year [27] - Alight reported total revenue of $528,000,000 for 2025, a 2% decrease from 2024, with a net loss of $1,000,000,000 primarily due to a non-cash impairment of goodwill [24][25] Business Line Data and Key Metrics Changes - Cannae repurchased 7,600,000 shares, approximately 12% of outstanding shares, returning $150,000,000 to shareholders at an average price of $19.71 per share, which is a 30% discount to NAV [12] - Alight's adjusted EBITDA was $127,000,000 for 2025, a 21% increase compared to the prior year quarter [24] - Walk-ins delivered mid single-digit growth in net sales and high single-digit growth in EBITDA compared to the first six months of 2024 [26] Market Data and Key Metrics Changes - AFC Bournemouth finished ninth in the Premier League with 56 points, a club record, and saw match day and commercial revenue increase by 81% since acquisition [16][17] - BKFC completed a $130,000,000 capital raise, with Cannae committing $50,000,000, and plans to renovate the Vitality Stadium, increasing capacity from over 11,000 to approximately 17,000 [15][20] Company Strategy and Development Direction - Cannae's strategic plan focuses on rebalancing the portfolio away from public company investments, investing in attractive companies, and returning capital to shareholders [7][11] - The company aims to close the stock price to NAV gap and deliver long-term NAV growth through share buybacks and dividends [12][13] - Cannae plans to acquire an additional 30% stake in JANNA for $67,500,000, bringing total ownership to 50% [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term value of the JANNA franchise and the potential for proprietary investment opportunities [39][40] - The company acknowledged challenges in the restaurant segment, particularly with O'Charley's, and is actively working on improvements [28][59] - Management remains committed to executing the strategic plan and believes there is significant upside as they position Cannae as a permanent capital vehicle [63] Other Important Information - Cannae has returned approximately $414,000,000 in total share buybacks and dividends since announcing the strategic plan [13] - The company expects to close the D&B transaction in the third quarter, which will provide significant capital for shareholder returns [9][30] Q&A Session Summary Question: Any decision on capital return related to D&B? - Management is considering options for capital return, including share buybacks and potential tender offers, with $150,000,000 already allocated for buybacks [32][33] Question: Update on public portfolio monetizations? - Management indicated that they have sold about $1,100,000,000 in public securities and are not in a rush to sell remaining public stakes [36] Question: Update on JANNA partnership and investment opportunities? - Management is optimistic about potential investment opportunities arising from the JANNA partnership and is exploring various avenues for capital deployment [39][40] Question: Motivation for continued participation in BKFC capital raises? - Cannae views BKFC as an important investment and plans to continue participating in future capital raises to maintain a significant ownership stake [42][43] Question: Any updates on the annual shareholders meeting? - The date for the upcoming annual shareholders meeting will be announced after the D&B transaction closes, expected later in the fall [45][46]

Core Insights - Cohen & Steers, Inc. reported preliminary assets under management (AUM) of $88.6 billion as of July 31, 2025, reflecting a decrease of $353 million from $88.9 billion at June 30, 2025 [1][2]. AUM Breakdown - The decrease in AUM was attributed to market depreciation of $410 million and distributions of $152 million, which were partially offset by net inflows of $209 million [1]. - AUM by investment vehicle as of July 31, 2025: - Institutional Accounts: Total AUM decreased to $34.003 billion, with advisory accounts at $19.862 billion and subadvisory accounts at $14.141 billion [2]. - Open-end Funds: AUM increased to $43.000 billion, with net inflows of $294 million [2]. - Closed-end Funds: AUM slightly decreased to $11.580 billion, with net inflows of $1 million [2]. Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, and commodities [2]. - The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore [2].

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported that preliminary assets under management remained stable at $829 billion at the end of July 2025, unchanged from June 2025, as market gains were offset by net outflows during the month [1][2] Summary by Category Assets Under Management - Total assets under management as of July 31, 2025, were $829 billion, with no change from June 30, 2025 [1][2] - Institutional net outflows were approximately $4.0 billion, primarily due to the completion of the EQH-RGA reinsurance transaction [1] - Excluding the impact of the transaction, institutional and retail net flows were slightly negative, while private wealth posted roughly flat net flows [1] Breakdown of Assets - Total equity assets amounted to $347 billion, with actively managed equity at $273 billion and passive equity at $74 billion [2] - Total fixed income assets were $299 billion, with taxable fixed income at $209 billion and tax-exempt fixed income at $80 billion [2] - Alternatives and multi-asset solutions accounted for $183 billion in assets [2]

State Street is poised to gain control over the sales and marketing of some of its oldest and best-known exchange-traded funds https://t.co/m3PCXJ7vBh ...

SCOTTSDALE, Ariz. and NASHVILLE, Tenn., Aug. 11, 2025 (GLOBE NEWSWIRE) -- Laffer Tengler Investments, a boutique investment management firm for high-net worth individuals, institutional clients and platform advisors, today announced the two-year anniversary of the LAFFER | TENGLER Equity Income ETF (TGLR) launched on August 8, 2023. TGLR ranked in the 1st percentile of funds in Morningstar's Large Cap Value Universe (out of 1,129 Funds) based on Total Return for the 1 year time period ending July 31, 2025. ...

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Group 1 - Blue Owl Capital Inc. (OWL) experienced a significant increase in stock price leading up to and shortly after Trump's inauguration on January 20th, reaching an all-time high on January 23rd [1] - Following the peak on January 23rd, the stock has faced a decline [1] Group 2 - The article emphasizes the importance of core values such as Excellence, Integrity, Transparency, and Respect for long-term success in investment [1]

Digital asset investment management firm Digital Wealth Partners Management (DWP Management) has called approximately $200 million in capital across its fund strategies since April, with all in-kind contributions made in XRP. https://t.co/0Dcqyg43Vm ...

Core Insights - Carlyle Group Inc. (CG) shares reached a 52-week high of $64.09, closing at $61.57, with a 57.5% increase over the past year, outperforming the industry growth of 22.9% [1][7] - The strong performance is attributed to solid Q2 2025 results, with post-tax distributable earnings per share of 91 cents, a 16.7% increase year-over-year, and segmental revenues rising 24.7% [4][5] Price Performance - CG's stock has shown significant growth, gaining 55.6% over the past year [7] - The stock's performance reflects investor optimism following strong earnings and revenue growth [4][5] Revenue and Earnings Growth - Fee Related Earnings (FRE) reached a record high of $323 million, up 18.3% year-over-year, prompting an increase in the full-year 2025 FRE growth outlook from 6% to approximately 10% [5] - The company's revenues have shown a CAGR of 10.8% over the past four years, continuing to grow in the first half of 2025 [10] Assets Under Management (AUM) - Fee-earning AUM and total AUM have demonstrated strong growth, with a CAGR of 15.6% and 15.7% respectively from 2020 to 2024 [6] - Strategic partnerships, including those with Citigroup and Fortitude Re, have significantly boosted AUM, adding approximately $50 billion and $24 billion respectively [9][8] Capital Distribution Activities - The company has a share repurchase program authorized for up to $1.4 billion, with $0.6 billion available as of June 30, 2025 [12] - CG raised its quarterly dividend by 14.3% to 40 cents per share, with a current dividend yield of 2.23% [13] Return on Equity (ROE) - CG's trailing 12-month ROE stands at 23.60%, significantly above the industry average of 12.46% [15] Valuation Analysis - CG is trading at a trailing P/E ratio of 13.74X, lower than the industry average of 17.41X, indicating it may be undervalued compared to peers like BlackRock and Lazard [20]