Core Viewpoint - Calamos Investments is a diversified global investment firm that provides innovative investment strategies across various asset classes [1] Group 1: Investment Strategies - The firm offers strategies including U.S. growth equity, global equity, convertible, multi-asset, and alternatives [1] - Investment strategies are available through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange-traded fund, and UCITS funds [1] Group 2: Clientele - Clients include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] Group 3: Locations - Calamos Investments is headquartered in the Chicago metropolitan area and has offices in London, New York, and San Francisco [1]

Price Target Adjustments - Analysts have recently adjusted their price targets for Virtus Investment Partners, with Piper Sandler lowering their target from $218.00 to $206.00 while maintaining an "overweight" rating [1] - Morgan Stanley reduced their price objective from $168.00 to $155.00, assigning an "underweight" rating [1] - Zacks Research upgraded the stock from a "strong sell" to a "hold" rating [1] - TD Cowen decreased their price target from $180.00 to $173.00, also giving a "hold" rating [1] - Barclays reiterated an "underweight" rating with a price objective of $142.00 [1] - The consensus price target for Virtus Investment Partners is currently $169.00, with an average rating of "Reduce" [1] Financial Metrics - Virtus Investment Partners has a market capitalization of $900.41 million and a P/E ratio of 7.96 [2][3] - The company has a debt-to-equity ratio of 0.27, a quick ratio of 11.86, and a current ratio of 11.86 [2][3] - The fifty-day simple moving average is $154.99, while the 200-day simple moving average is $169.54 [2][3] Dividend Information - The company announced a quarterly dividend of $2.40 per share, payable on May 13th, with an annualized dividend of $9.60 and a yield of 7.1% [4] - The dividend payout ratio (DPR) is currently 48.02% [4] Institutional Holdings - Institutional investors hold 80.52% of Virtus Investment Partners' stock [5] - State Street Corp increased its stake by 0.5%, now owning 306,375 shares valued at approximately $49.99 million [5] - Charles Schwab Investment Management Inc. raised its holdings by 1.0%, owning 300,098 shares worth about $48.96 million [5] - Dimensional Fund Advisors LP grew its holdings by 2.4%, now owning 297,128 shares valued at around $48.48 million [5] - Victory Capital Management Inc. increased its stake by 7.0%, owning 245,344 shares valued at approximately $40.03 million [5] - American Century Companies Inc. raised its position by 23.8%, now owning 155,881 shares worth about $29.62 million [5] Stock Performance - Virtus Investment Partners' stock price recently hit a new 52-week low of $131.87, with the last trade at $133.28 [7]

Core Viewpoint - Thornburg Income Builder Opportunities Trust will hold its annual shareholders meeting on March 11, 2026, at its corporate headquarters in Santa Fe, New Mexico [1] Company Overview - Thornburg Investment Management is an active manager of equities, fixed income, multi-asset, and alternative solutions, with $56 billion in client assets as of January 31, 2026 [1][1] - The firm serves institutions, financial professionals, and investors globally, offering mutual funds, ETFs, closed-end funds, separate accounts, and UCITS funds [1][1] - Founded in 1982, Thornburg is headquartered in Santa Fe, New Mexico, with an additional office in Hong Kong [1][1] Meeting Details - The annual meeting will begin at 9:00 am MT, with a record date of January 16, 2026 [1] - Proxy materials have been mailed to shareholders and filed with the Securities and Exchange Commission [1]

Core Points - Thornburg Income Builder Opportunities Trust announced a monthly distribution of $0.10417 per share, payable on November 20, 2025, to shareholders of record as of November 13, 2025 [1] - The Trust's cumulative distributions for the fiscal year to date (FYTD) amount to $0.20834 per share, with all distributions coming from net investment income [2] - The Trust aims to provide current income and total return by investing at least 80% of its managed assets in income-producing securities, including both equity and debt securities globally [3] Distribution Details - The monthly distribution of $0.10417 per share represents no change from previous declarations [1] - Cumulative distributions for the fiscal year include $0.10417 from net investment income, with no short-term or long-term capital gains or return of capital reported [2] - The Trust's distributions are calculated based on net asset value or market price per share as of the distribution announcement date [1][2] Investment Strategy - The Trust's investment strategy focuses on a broad range of income-producing securities, with the flexibility to invest up to 20% of its managed assets in emerging market companies [3] - The Trust is subject to a 4% excise tax if it fails to distribute at least 98% of its ordinary income and 98.2% of its capital gains by the end of the calendar year [4] Company Overview - Thornburg Investment Management manages approximately $52 billion in client assets as of September 30, 2025, serving institutions and investors globally [7] - The firm offers a variety of investment products, including mutual funds, ETFs, and closed-end funds, and has been in operation since 1982 [7]