Investment Strategy & Market Analysis - Free cash flow is considered a crucial valuation metric, favored by investors like Warren Buffett for identifying companies generating more cash than needed for operations [2] - Traditional value investing relying on price-to-book ratios is becoming less relevant as intangible assets now constitute approximately 80-85% of assets in S&P 500 companies [4] - A portfolio based on free cash flow yield outperformed a portfolio based on value factor (determined by price-to-book) between 2000 and June 2024, returning over double the amount [5] ETF Performance & Characteristics - Pacer US Cash Cows ETF (COWZ) selects 100 companies from the Russell 1000 index with the highest free cash flow yield, currently holding approximately $21 billion in assets [7] - VictoryShares Free Cash Flow ETF (VFLO) has gathered over $26 billion in assets year-to-date, totaling $44 billion, due to its consideration of both trailing and forward-looking free cash flow [9] - Invesco NASDAQ Free Cash Flow Achievers ETF (QZ) focuses on technology companies with positive free cash flow in each of the trailing 11 years and year-over-year growth [11] - Invesco product (QZ) has shown the best performance, returning about 19% over the past year, likely due to its focus on technology stocks [15] ETF Methodologies & Holdings - Pacer's COWZ ETF portfolio is heavily weighted in healthcare (20%) and energy (19%), with top holdings including Ford, Exxon Mobil, and Chevron [9] - VictoryShares' VFLO ETF portfolio is heavily weighted in consumer discretionary, with top holdings including Qualcomm, Mercar, and United Health [11] - Invesco's QZ ETF portfolio includes top holdings like Nvidia, Meta, and Broadcom, reflecting its focus on technology companies [12]

Company Overview - AMN Healthcare is a leader and innovator in total talent solutions for healthcare, uniquely positioned to serve growing health systems and diverse care settings[5] - The company has over 12,000 total employees[8] - AMN Healthcare has a strong ESG/CSR track record[8] Financial Performance - In 2019, AMN Healthcare's revenue was $2.222 billion, with a gross profit of $743 million and a gross margin of 33.5%[8] - Adjusted EBITDA for 2019 was $277 million, representing an adjusted EBITDA margin of 12.5%[8] - Free cash flow in 2019 was $190 million, with a free cash flow conversion rate of 68%[8] - As of Q3 2020, Nurse and Allied Solutions accounted for 69% of revenue, Physician and Leadership Solutions 20%, and Technology and Workforce Solutions 11%[8, 11] - Managed Services Programs (MSPs) account for 56% of revenue from these segments[12] Market Position and Strategy - AMN Healthcare manages over $3.4 billion in spend under management[19] - The company is well-positioned to capture long-term U.S secular trends, including the aging population and healthcare professionals, job openings/turnover, and healthcare spend[37] - The total addressable market is approximately $22 billion, including $17 billion for the U.S Healthcare Staffing Market and $5 billion for other addressable markets[42, 43] - The company's strategic approach to M&A focuses on accretive profit margins and revenue growth, with a ROIC greater than the cost of capital[104]

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Financial Performance - Q3 FY25 - Revenue for Q3 FY25 was $67.1 million, within the guided range of $67 million to $71 million[9] - Adjusted EBITDA for Q3 FY25 was $7.3 million, beating the constant currency guidance by $0.3 million[9] - Q3 FY25 Adjusted EBITDA was $7.3 million, a decrease of 47.5% compared to $13.9 million in Q3 FY24[15, 27] - Q3 FY25 revenue was $67.1 million, a decrease of 8.5% compared to $73.4 million in Q3 FY24[15, 27] Financial Performance - YTD Q3 FY25 - Revenue for YTD Q3 FY25 was $195.8 million, a decrease of 3.6% compared to $203.1 million in YTD Q3 FY24[15, 27] - Adjusted EBITDA for YTD Q3 FY25 was $17.0 million, a decrease of 47.3% compared to $32.3 million in YTD Q3 FY24[15, 27] - YTD Q3 FY25 Free Cash Flows were $10.6 million, compared to $30.6 million in Q3 FY24 YTD[15] Guidance Update for FY25 - Updated revenue guidance for FY25 is $265 million to $275 million, a decrease of $10 million from the previous guidance[9] - EBITDA guidance for FY25 is $28 million to $33 million, a decrease of $2 million at the low end from the previous guidance[9] Enterprise Division - North America - Billed Deferred subscription Revenue Balance was $45.0 million, compared to $47.2 million in Q3 FY24[16] - Subscription Revenue was $20.9 million, compared to $22.0 million in Q3 FY24[16] - Revenue was $37.1 million, compared to $40.6 million in Q3 FY24[16] - Unbilled Deferred Revenue Balance was $56.4 million, compared to $64.4 million in Q3 FY24[16] - Subscription & Subscription Services Revenue was $33.7 million, compared to $35.9 million in Q3 FY24[16] Education Division - Invoiced Amounts were $15.0 million, compared to $19.0 million in Q3 FY24[23] - Subscription & Subscription Service Revenue was $17.8 million, compared to $18.2 million in Q3 FY24[23] - Revenue was $18.6 million, compared to $20.2 million in Q3 FY24[23] - Deferred Subscription Revenue Balance was $34.1 million, compared to $28.2 million in Q3 FY24[23] - Subscription revenue increased 13% and Deferred Revenue balance grew 21% in Q3[14]

Kieran Brophy LSEG 主权气候研究负责人 Julien Moussavi 富时罗素 可持续固定收益产品主管 随着各国气候承诺不断演变，投资者解读这些承诺的方式也需相应调整、与时俱进。 尽管国家层面的气候 计划看似进展迟缓或尚不完善，但只要善于洞察，就能从中捕捉到关于未来经济走向和气候风险的强烈信 号。 气候目标的达成进程或许陷入停滞，然而气候风险却丝毫没有放缓的迹象。 今年早些时候，各国提交更新后的2035年减排目标（即所谓的"国家自主贡献3.0版"）的截止日期已过。然 而，在195个《巴黎协定》签署国中，仅有 13个国家按时提交了这些国家自主贡献。虽然在《巴黎协定》推 进过程中，错过截止日期的情况并不鲜见，但此次更新所展现出的紧迫感和政治关注度却大打折扣。由于政 策制定者正忙于应对战争、通货膨胀以及地缘政治等诸多问题，气候问题在国际议程中的优先级有所下降。 然而，气候变化所带来的实际物理影响和经济损失依然严峻 。 极端天气事件愈发频繁，造成的经济损失也 日益加重 。 尽管各国政府对能源转型的支持力度各不相同，但在技术、监管和金融等多重因素的推动下， 能源转型仍在持续重塑全球市场格局。 对于投 ...

Investor Day & Longevity Summit June 12, 2025 abacusgm.com Disclaimer General. This presentation (this "Presentation") is provided solely for informational purposes. This Presentation is subject to update, completion, revision, verification and further amendment without notice. None of Abacus Global Management, Inc. (the "Company", "Abacus", Abacus Global Management", "we", "our", or "us") or its affiliates has authorized anyone to provide interested parties with additional or different information. The inf ...

导语 当资本市场还在热议传统投资策略的瓶颈时，自由现金流 ETF 的横空出世，犹如一剂创新良 药，迅速搅动市场格局。自 2025 年 2 月 27 日首批产品挂牌交易，短短不到四个月间，这类新 兴投资工具便以惊人的 "吸金" 能力，从鲜为人知的市场新面孔，摇身变为资金竞相追逐的焦 点。这背后究竟隐藏着怎样的逻辑？ 01 打破常规：自由现金流 ETF 的核心优势 当利润表的数字游戏让投资者眼花缭乱时，自由现金流如同企业经营质量的 "CT 扫描仪"，以真金 白银的造血能力揭示价值本质。作为企业支付运营成本与资本开支后的 "净剩血液"，自由现金流 不仅是抵御财务操纵的防火墙，更是衡量企业长期生命力的核心指标。基于这一逻辑构建的自由现 金流 ETF，正通过 "现金为王" 的筛选机制，重构 A 股优质资产的评价体系。 与传统红利策略或低估值选股不同，自由现金流 ETF 穿透账面利润的表象，聚焦那些在扣除所有 必要开支后仍能产生充沛现金的企业。 这种 "现金造血能力优先" 的投资逻辑，天然规避了高杠杆 企业的财务风险 —— 例如国证自由现金流指数刻意排除金融、地产等高负债行业，仅从实体企业 中筛选现金流与 ROE 双优的 ...

在设计端，海尔智家用绿色科技回应用户对节能家电的需求。国内市场上，麦浪冰箱凭借全空间保鲜技 术，每天耗电不足1度，上市两季度卖出40万台；Leader懒人洗衣机三筒分区洗设计省时省力，618大促 至今已拿下京东金榜TOP1。海外市场同样亮眼，海尔X11洗衣机节能超欧标60%，成欧洲用户心头好； 美国COMBO洗衣机定价是行业均价的3倍，节能50%引爆美国市场，15个月卖了100多万台。 6月13日，由广东时代传媒集团主办，时代周报等承办的"ESG与高质量发展创新论坛"在北京举行，并 发布了ESG"金羚奖"系列榜单。其中，海尔智家凭借全链条绿色发展模式与社会价值实践，荣膺"2025 年度ESG典范企业"。 绿色"包圆"全流程，用户生活也跟着省 如今，用户选购家电时越来越精打细算：空调开一晚上耗电多少？洗衣机洗一次衣服能省多少水？电 费、水费这些看得见的成本，成为影响购买决策的重要因素。海尔智家深入洞察用户需求，从采购、设 计、制造到经营、回收、处置，凭借"6-Green"战略，构建起一张覆盖全球的绿色网络，将ESG理念从 冰冷的数据指标，转化为实实在在的生活体验。 在采购端，海尔智家建立起严格的"绿色规矩"，要 ...

Abacus Global Management (ABL) 2025 Investor Day June 12, 2025 09:30 AM ET Speaker0 To our presentation today. And at Abacus, Abacus is continuing to grow and expand and take a look at a business model that started in one area related to life insurance policies and sourcing those and educating people around the value of their life insurance policies to asset management to potentially private wealth management and then capitalizing on all the lifespan data and technology that we've been able to do and instit ...