Core Viewpoint - Partners Value Investments Inc. reported a significant net loss of $135 million for the three months ended June 30, 2025, primarily due to remeasurement losses on retractable common shares, contrasting with a net income of $94 million in the same quarter of the previous year [2]. Financial Performance - The Company experienced a net loss of $135 million for Q2 2025, compared to a net income of $94 million in Q2 2024 [2]. - Remeasurement losses on retractable common shares amounted to $247 million, while the previous year saw remeasurement gains of $95 million [2]. - The Partnership unit price increased by $3.39 during the quarter, compared to a decrease of $1.34 in the prior year quarter [2]. - Adjusted Losses for Q2 2025 were $21 million, down from Adjusted Earnings of $29 million in Q2 2024, attributed to higher investment income being offset by foreign currency losses and lower tax recoveries [3]. Investment Portfolio - As of June 30, 2025, the Company held approximately 121 million Class A Limited Voting Shares of Brookfield Corporation and about 31 million Class A Limited Voting Shares of Brookfield Asset Management Ltd., representing approximately 8% and 2% interests, respectively [7]. - The market value of Brookfield Corporation shares was $61.85 and Brookfield Asset Management shares was $55.28 as of June 30, 2025 [4]. Financial Position - Total assets as of June 30, 2025, were $10.66 billion, an increase from $9.99 billion as of December 31, 2024 [8]. - The Company reported cash and cash equivalents of $200.8 million, up from $157 million at the end of 2024 [8]. - Liabilities included $6.61 billion in retractable common shares and $773.6 million in preferred shares as of June 30, 2025 [8].

Group 1 - The BlackRock Income Trust (NYSE: BKT) is a fixed income closed-end fund (CEF) that is regularly covered and is a fixture fund from BlackRock [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets instruments and trades, focusing on CEFs, ETFs, and Special Situations [1] - BTA has over 20 years of investment experience and emphasizes delivering high annualized returns with a low volatility profile [1]

Company Overview - XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is planning to host a Quarterly Webinar on August 26, 2025, at 11:00 am (Eastern Time) [1] - The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle [3] - The Trust aims to invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments under normal market conditions [3] Investment Management - XA Investments LLC (XAI) serves as the investment adviser for the Trust and other funds, focusing on providing investment advisory services and fund structuring [4] - Octagon Credit Investors, LLC acts as the Trust's investment sub-adviser, managing a portfolio of below-investment grade corporate credit with a focus on leveraged loans, high yield bonds, and structured credit [6] - Octagon has over 30 years of experience and manages approximately $32.6 billion in assets, employing fundamental credit analysis and active portfolio management to identify investment opportunities [6] Trading Information - The Trust's common shares are traded on the New York Stock Exchange under the symbol "XFLT," and its 6.50% Series 2026 Term Preferred Shares are traded under the symbol "XFLTPRA" [4]

Group 1 - The company has initiated a Share Repurchase Program to buy back up to $150.0 million of its common stock in the open market before March 20, 2026 [1][3] - From July 24, 2025, to August 13, 2025, the company repurchased approximately 4.9 million shares for a total cost of about $17.4 million, averaging $3.53 per share, leaving approximately $132.7 million available for further repurchases [2] - The company retains discretion over the timing, manner, price, and amount of share repurchases based on various factors including market conditions and stock price [3] Group 2 - Oxford Lane Capital Corp. is a publicly-traded registered closed-end management investment company primarily investing in debt and equity tranches of collateralized loan obligation (CLO) vehicles [4]

Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as CEO and CIO, leading the investment team and managing multiple ETFs and private accounts [1] - The company is frequently featured in major financial media outlets, enhancing its visibility and credibility in the investment community [1] Company Overview - Infrastructure Capital manages a range of investment products including the InfraCap Small Cap Income ETF, InfraCap Equity Income Fund ETF, InfraCap MLP ETF, Virtus InfraCap U.S. Preferred Stock ETF, and InfraCap REIT Preferred ETF [1] - The firm publishes a monthly market and economic report, quarterly commentaries, and various research materials to support investors [1] - Infrastructure Capital also engages in educational initiatives through monthly webinars and participation in industry conferences [1]

Core Points - Dwight D. Churchill will retire from the Board of Directors of AMG after 15 years of service, effective September 30, 2025 [1][3] - Marcy Engel has been appointed to the Board of Directors, effective September 30, 2025, bringing significant experience in financial services [1][3] Company Overview - AMG is a strategic partner to leading independent investment management firms globally, focusing on generating long-term value through investments in high-quality independent partner-owned firms [4] - As of June 30, 2025, AMG's aggregate assets under management were approximately $771 billion, covering a diverse range of investment strategies [4]

Core Insights - KKR & Co. Inc. has shown strong performance over the past year, with a gain of over 30% [1] - The company's growth has been supported by rising market levels, which have positively impacted its assets under management (AUM) [1] - Recent regulatory actions have increased optimism regarding potential fund flows, contributing to the rise in share prices [1] Company Performance - KKR's stock performance reflects a significant increase, attributed to favorable market conditions [1] - The increase in AUM is a direct result of the overall market uptrend, enhancing the company's financial standing [1] Market Sentiment - Regulatory developments have fostered a more positive outlook for the company, suggesting potential for increased investment inflows [1]

Core Insights - Investview, Inc. reported its financial results for Q2 2025, highlighting operational progress and strategic initiatives across its diversified business segments [1] Financial Performance - Gross Revenue decreased by 24.7% to $10.4 million for Q2 2025 compared to $13.8 million in Q2 2024 [5] - Net Revenue decreased by 23.5% to $10.0 million for Q2 2025 compared to $13.1 million in Q2 2024 [5] - Net loss from operations was $0.02 million for Q2 2025, a decline from a net income of $0.5 million in Q2 2024 [5] - For the first half of 2025, Gross Revenue decreased by 30.5% to $21.1 million compared to $30.3 million in the same period of 2024 [5] - Net cash used in operating activities was $3.7 million for the first half of 2025, down from net cash provided of $10.3 million in the same period of 2024 [5] Cash Flow and Balance Sheet - Cash and cash equivalents decreased by 28.1% to $16.2 million as of June 30, 2025, from $22.5 million at the end of 2024 [4] - Total assets decreased by 6.4% to $29.5 million, while total liabilities decreased by 15.6% to $12.0 million [12] - The current ratio improved to 2.42, up by 8.7% from December 31, 2024 [12] Business Segment Highlights Financial Education and Technology - iGenius reported net revenue of $7.8 million for Q2 2025, down from $12.0 million in Q2 2024, attributed to shifts in consumer spending and macroeconomic challenges [7] - The company is expanding its product offerings and sales network to counteract negative trends [7][8] Blockchain Technology and Crypto Mining - SAFETek generated $0.8 million in net revenue for Q2 2025, down from $1.1 million in Q2 2024, impacted by Bitcoin halving and increased mining difficulty [9] - Despite challenges, SAFETek produced 8.21 Bitcoin during the quarter, benefiting from reduced power costs [10][31] - The segment has over 1,500 mining machines ready for deployment, positioning for future growth [14] Health, Beauty, and Wellness Products - Renu Laboratories reported $1.4 million in net revenue for Q2 2025, a 259.4% increase from Q1 2025, following strategic investments post-acquisition [16][32] - The myLife Wellness division is set for a commercial launch in Q4 2025, aiming to expand its product portfolio [19][20] Financial Services Initiatives - The Opencash app, a mobile-first trading platform, is on track for launch in Q4 2025, offering low-cost, commission-free trading [22][33] - The platform aims to enhance market reach through partnerships with iGenius, targeting direct-to-consumer markets [27][28] Share Repurchase Program - The company launched a stock repurchase program in March 2025, repurchasing over 6.1 million shares at an average price of $0.0147 per share, representing a 24.8% discount to market value [6][35]

Core Points - Brookfield Corporation announced a public offering of $650 million principal amount of senior notes due 2036 with an interest rate of 5.330% per annum [1][2] - The offering is expected to close on August 20, 2025, subject to customary closing conditions [1] - The net proceeds from the sale of the notes will be used for general corporate purposes [2] Company Overview - Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals [5] - The company operates three core businesses: Alternative Asset Management, Wealth Solutions, and Operating Businesses in renewable power, infrastructure, business and industrial services, and real estate [5] - Brookfield has a track record of delivering over 15% annualized returns to shareholders for over 30 years [6]

Fidelity Investments, the world’s third-largest investment manager, posted an 8.5% gain in assets in its funds over the previous quarter https://t.co/ngMBHYiCzU ...