(Photo by Kevin Dietsch/Getty Images)Getty ImagesWith the Federal Reserve widely expected to cut rates by 0.25% at its September 16 meeting, attention is turning to where investors can find value in fixed income. Many default to the iShares Core U.S. Aggregate Bond ETF (AGG), which tracks the Bloomberg U.S. Aggregate Bond Index. But just as the S&P 500 captures only part of the equity universe, AGG represents a narrow slice of the bond market, often leaving higher-yielding and diversifying opportunities on ...

The T. Rowe Price Group Inc. headquarters in Baltimore, US. T. Rowe Price Group Inc. has secured financing from Walmart Inc. heir Lukas Walton’s impact platform for a new corporate bond fund, which will support investments in themes including water security and marine protection in emerging markets. The goal is to bring in as much as $500 million for the new strategy, according to Samy Muaddi, head of emerging markets fixed income at the Baltimore, Maryland-based asset manager. Builders Vision, an impact ...

公司战略与定位 - 公司是首家公开交易的资产管理比特币库藏公司 专注于通过增加每股比特币持有量以实现长期跑赢比特币的目标 [4][8] - 公司董事会由比特币领域资深高管组成 包括Shirish Jajodia（战略）、Ben Werkman（Swan）、Pierre Rochard（比特币债券公司）等 具备比特币库藏管理、资本市场及治理领域的专业经验 [1][4] - 公司通过Section 351交易所获得初始69枚比特币持仓 并计划通过融资进一步扩展比特币战略 [2][4] 资本运作与财务规划 - 公司完成7.5亿美元融资轮 并可能通过认股权证在12个月内额外获得7.5亿美元资金 [2][4] - 作为知名成熟发行人（WKSI） 公司提交S-3 ASR储架注册 可通过市场发行、债务工具等多种融资工具筹集资金 [3][4] - 启动4.5亿美元市场发行计划（ATM）及5亿美元股票回购计划 以增强资产负债表灵活性 [3][4][6] 业务发展举措 - 公司计划发行公开注册的永久优先股权证券 以 accretive 方式购买更多比特币 旨在增强普通股股东的比特币风险敞口并为收益型投资者提供风险调整后的收入机会 [5][6] - 子公司Strive Asset Management自2022年8月推出首只ETF以来 资产管理规模已增长至20亿美元 [9] - 公司目前采用纯股权资本结构 但有意在2025年发行公开交易的永久优先股权证券 [6] 公司治理结构 - 董事会及高管团队包括CEO Matt Cole、CFO Ben Pham、CLO Logan Beirne、CMO Arshia Sarkhani等 并设比特币战略副总裁Jeff Walton作为董事会观察员 [4][7] - 董事会成员涵盖学术领域代表 包括耶鲁大学公司法、公司金融与证券法教授Jonathan Macey [7]

Key Points Tech stocks make up just over 60% of the Invesco QQQ Trust ETF -- a hefty amount. Investors should recognize that the fund is built for growth, not for income and stability. The fund also has a higher expense ratio and lower dividend yield than others in its class. 10 stocks we like better than Invesco QQQ Trust › We're quickly approaching the fourth quarter of 2025, and this year is showing no signs of letting up. War in Ukraine, conflict in the Middle East, weakening employment numbe ...

业绩总结 - Vinci Compass的资产管理规模(AUM)达到3040亿雷亚尔[6] - 2025年第二季度调整后的每股收益为1.20雷亚尔[29] - 2025年第二季度实现的业绩费用为1700万雷亚尔，同比增长30%[29] - 2025年第二季度管理费用净收入为R$195,569千，同比增长71%[31] - 2025年第二季度可分配收益为R$75,337千，同比增长61%[31] - 2025年第二季度总费用相关收入为R$232,733千，同比增长85%[31] - 2025年第二季度新资本形成总额为R$3.6亿[36] - 2025年第二季度的投资公允价值为7.234亿雷亚尔[66] 用户数据 - 全球投资产品与解决方案的AUM为2300亿雷亚尔，占总AUM的75.7%[13] - 信贷业务的AUM为300亿雷亚尔，包含多种信贷策略[15] - 私募股权的AUM为160亿雷亚尔，年化内部收益率(IRR)为64.6%[20] - 股票投资的AUM为160亿雷亚尔，82%的客户为机构投资者[22] - 实体资产的AUM为120亿雷亚尔，其中房地产投资占65%[23] 未来展望 - 2025年第二季度实现的资本增值和资本形成达到120亿雷亚尔，同比增长87%[30] - 截至2025年6月30日，Vinci Compass的资本承诺总额为14.218亿雷亚尔，已调用资本为7.711亿雷亚尔，占总承诺的54.2%[65] 新产品和新技术研发 - VICC基金的最终关闭使其规模达到18亿雷亚尔，成为Vinci Compass历史上最大的基础设施基金[30] 市场扩张和并购 - 2025年第二季度的费用相关收益（FRE）为1.309亿雷亚尔，其中28%来自私募股权，26%来自全球投资产品与解决方案[70] - 2025年第二季度的可分配收益（DE）为1.608亿雷亚尔，28%来自房地产资产[71] 负面信息 - 私募股权部门的费用相关收益（FRE）为1760万雷亚尔，同比下降40%[84] - 2025年第二季度的可分配收益为19,314千雷亚尔，同比下降34%[87] - 2025年第二季度的费用相关收益（FRE）为4,226千雷亚尔，同比下降38%[91] 其他新策略和有价值的信息 - 2025年第二季度的管理费用净收入为30,710千雷亚尔，同比下降29%[87] - 2025年第二季度的管理费用收入为1.2亿，较去年同期增长15%[124] - 2025年第二季度的非运营费用为300万，主要与收购相关的专业服务费用[124] - 2025年第二季度的分配收益（DE）为每股2.00美元，较去年同期增长10%[139]

CHICAGO--(BUSINESS WIRE)--Bennelong Funds Management has signed a memorandum of understanding (MOU) and partnered with US-based Monroe Capital to further expand its distribution to Australia and New Zealand. Founded in 2004, Monroe Capital is a USD$21.6 billion asset manager specializing in diversified private credit solutions, with a focus on US lower middle market direct lending to institutional and high-net-worth investors. The firm's direct lending investment strategy is focused primarily o. ...

T. Rowe Price plans to team up with Goldman Sachs to sell private-market investments. - Bing Guan/Bloomberg News Active stock pickers always seem to be running out of road—and now face the rise of private-market investments. For all the gloom though, they still have room to maneuver. Funds that choose what stocks and bonds to buy and sell have come under increasing pressure from index funds. Not only are those “passive” options tough to beat these days, thanks to an ever-rising S&P 500, but they also typ ...

Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

家办落户进展 - 投资推广署协助超过200间家族办公室来港落户或扩展业务 超额完成2022年施政报告绩效指标 [1] - 香港汇聚家办所需的国际化专业服务 优质宜居生活环境和绿色投资 艺术品及慈善业务发展优势 [1] 行业竞争优势 - 香港拥有逾百年私人财富管理根基 是全球高净值家族设立家办的理想据点 [1] - 家办生态圈带动资本市场 专业服务及人才发展形成良性循环 [1] 政策与发展规划 - 特区政府将优化基金 单一家族办公室和附带权益的优惠税制 [2] - 投资推广署将持续深化国际合作 提升香港作为区内领先家办枢纽的全球认知度 [2]

GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a respon ...