CNBC: Investing

JULY 11, 2025

Picking stocks that fall under multiple themes helps the fund stand up under changing market moods, Lee said. The Fundstrat Granny Shots US Large Cap ETF (GRNY) is quickly emerging as one of the most popular and successful active stock funds of the year. The fund hit $1.5 Skip Navigation Markets Pre-Markets U.S.

Funds 143

Funds S&P Stock Investment 143

TechCrunch: M&A

SEPTEMBER 9, 2024

Progress CEO Yogesh Gupta said that the deal, which is expected to close by November 30, will bolster Progress’ portfolio with tools to help businesses more efficiently share — and […] © 2024 TechCrunch.

Management 283

Management Shares Portfolio Business 283

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

CNBC: Investing

JUNE 30, 2025

Skip Navigation Markets Pre-Markets U.S. BitMine announced a $250 million private placement to implement a buying strategy around ether, which it aims to make its primary treasury reserve asset. DeFi Development is focused on a similar strategy for the Solana token.

Stock 144

Stock IPO Media Investment 144

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation 171

Valuation Portfolio Management Portfolio Funds 171

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management 111

Portfolio Management Management Portfolio IT 111

CNBC: Investing

JULY 14, 2025

Skip Navigation Markets Pre-Markets U.S. The Wall Street Journal reported Friday that Kraft Heinz may split its grocery business, including many Kraft products, into a new entity valued at up to $20 billion. The exit made it easier for Berkshire to sell shares as it would no longer be subject to any trading restrictions imposed on board members.

IT 86

IT Stock Media Investment 86

JD Supra: Mergers

MARCH 12, 2024

Traditional debt financing was expensive and scarce, expectations on valuations were tricky to navigate, portfolio companies required additional attention, fundraising was not easy and regulators continued to scale up their scrutiny of the industry and its transactions. By: Akin Gump Strauss Hauer & Feld LLP

Private Equity 197

Private Equity Equities Debt Valuation 197

Growth Business

JANUARY 22, 2025

While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. In typical VC portfolios, 50% or more of the companies wont survive, with the hope that among the remaining 50%, there will be one or two big successes that make up for all the losses.

Investors 98

Investors Business Portfolio Investment 98

CNBC: Investing

JUNE 23, 2025

Skip Navigation Markets Pre-Markets U.S. "Going into it, we expected to be impressed," Ives wrote to clients on Sunday after attending the electric vehicle maker's automated taxi launch event. "But walking away from it, all there is to say is that this is the future."

IT 139

IT Media Stock Investment 139

PE Hub

JANUARY 10, 2024

The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.

Portfolio 82

Portfolio Management IT Funds 82

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. According to a report by Hedge Fund Research, Inc., as of the end of 2020, hedge funds managed approximately $3.6 trillion in assets globally.

Financial Market 130

Financial Market Funds Risk Management Trading 130

CNBC: Investing

JUNE 9, 2025

"We believe eToro's strength is in its 'social trading aspect' which is driving higher monetization per funded account. We see an opportunity to grow funded accounts by converting registered users, and through new expansion opportunities in Asia and U.S. Skip Navigation Markets Pre-Markets U.S.

IPO 62

IPO Trading IT Retail 62

CNBC: Investing

JULY 12, 2025

Skip Navigation Markets Pre-Markets U.S. The stock has already soared more than 28% in the past three months, through Friday, outpacing the S & P 500 gain of nearly 17% in the same period. PR 3M mountain Permian Resources over three months. Financial services provider State Street Corp., GEHC 3M mountain GE HealthCare over the past three months.

Trading 118

Trading S&P Stock Healthcare 118

CNBC: Investing

JUNE 18, 2025

"This use of alternatives as an asset class is a natural evolution in the process of bringing greater diversification and greater consistency of portfolio performance as a whole," said Paul Brahim, certified financial planner and managing director at Wealth Enhancement Group in Pittsburgh. Skip Navigation Markets Pre-Markets U.S.

S&P 90

S&P Portfolio Investment Funds 90

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Funds 98

Funds Portfolio Management Management Portfolio 98

CNBC: Investing

JULY 10, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock 70

Stock IT Media Investment 70

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well.

Funds 104

Funds Management Recruitment Portfolio 104

CNBC: Investing

JUNE 16, 2025

Skip Navigation Markets Pre-Markets U.S. The firm downgraded CoreWeave to neutral from buy on Monday, but increased its price target to $185 per share from $76, which suggests shares could rise 26% from Friday's $147.19 CoreWeave's $1.5 billion initial public offering raise marked the largest tech offering on Wall Street since 2021.

IPO 101

IPO Valuation Bank Banking 101

Growth Business

SEPTEMBER 25, 2023

By Aaron Hurst on Growth Business - Your gateway to entrepreneurial success The new fund from London-based Dawn Capital — the portfolio of which currently includes PayPal subsidiary Zettle , as well as Mimecast and Quantexa — was closed at a “hard cap” earlier this year.

Funds 105

Funds Capital Investment Business 105

Business Standard - FInance

JUNE 29, 2023

Sundaram Alternates, an arm of Chennai-based Sundaram Group, on Thursday launched its fourth high-yield credit fund with a corpus of Rs 1,500 crore. The new fund seeks to raise Rs 750 crore with a green shoe option worth Rs 750 crore, taking the aggregated target size to Rs 1,500 crore.

Funds 98

Funds M&A Portfolio Investors 98

CNBC: Investing

JUNE 12, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock 64

Stock Bank Banking IT 64

CNBC: Investing

JUNE 26, 2025

Skip Navigation Markets Pre-Markets U.S. " UBS cautioned that the enterprise adoption pillar remains the one most at risk, given companies' slower adoption, a more uncertain investment return and the specific configuration necessary to adapt AI to individual needs. Shares of Nvidia gained 1% on Thursday, reaching a fresh all-time high.

Stock 112

Stock Investment Media Finance 112

OfficeHours

JUNE 2, 2023

Blackstone: Leveraging some of the deepest pockets within the world of private equity and hedge funds, the company has been amongst the largest private equity deals within the past three decades, with a budding real estate to boot. however, a majority of Blackstone portfolio companies are companies that you have likely never heard of.

Private Equity 147

Private Equity Equities Middle Market Funds 147

CNBC: Investing

JULY 14, 2025

Skip Navigation Markets Pre-Markets U.S. The investment firm downgraded shares of the household and personal care company to an in line rating from outperform.

Shares 50

Shares IT Retail Media 50

CNBC: Investing

JULY 2, 2025

Skip Navigation Markets Pre-Markets U.S. How to play it Published Wed, Jul 2 2025 2:13 PM EDT Pia Singh @in/piasingh72/ @pia_singh_ WATCH LIVE The "ChatGPT moment" for autonomous vehicles has finally arrived, according to Bank of America, which sees a trillion-dollar market for the space. from Tuesday's close.

Bank 94

Bank Banking IT Stock 94

Sun Acquisitions

APRIL 25, 2025

Indirect Effects on the M&A Market Increased Competition for Deals: As PE/VC firms become more cautious about investing in M&A due to higher capital gains taxes, other potential buyers, such as strategic acquirers or sovereign wealth funds, may become more active in the market.

Private Equity 99

Private Equity M&A Capital Investment 99

Business Standard - FInance

JUNE 21, 2023

Equity Mutual Fund investing is strictly meant for your long-term goals, so it makes little sense to try and time your exits and entries or to repeatedly "book profits" and sit on the sidelines.

Profitability 98

Profitability Portfolio Funds Equities 98

CNBC: Investing

JUNE 11, 2025

Most analysts have pointed to its Oracle Cloud Infrastructure, or OCI, business as a key asset in its portfolio. Skip Navigation Markets Pre-Markets U.S. However, the highest price target on the Street suggests the stock could rise 13% from Tuesday's close of $177.48.

IT 100

IT S&P Stock Shares 100

CNBC: Investing

JUNE 9, 2025

Skip Navigation Markets Pre-Markets U.S. How to trade it Published Mon, Jun 9 2025 10:46 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE RH's unique position, with a high-end assortment, relative scale, and a small share of the home furnishings market, leaves room for long-term growth. For context, in 1978, there were 4.09

Retail 95

Retail Trading Stock IT 95

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed debt investing offers advantages over other hedge fund strategies , but the marketing often oversells the benefits.

Debt 103

Debt Funds Investment Equities 103

CNBC: Investing

JUNE 20, 2025

Skip Navigation Markets Pre-Markets U.S. "We expect revenue, gross margin, and EPS to exceed consensus expectations," the Wall Street firm said in a note to clients Friday. The chip stock has outperformed the broader market significantly this year, up more than 44%. at its Wednesday's close.

Media 81

Media Portfolio Stock Investment 81

CNBC: Investing

JULY 12, 2025

Skip Navigation Markets Pre-Markets U.S. "Given the operational momentum in the business, strong combination of wireless and fiber assets and targeted return of capital over the next several years, we believe T should trade more closely to TMUS than VZ," he wrote, he wrote referring to T-Mobile and Verizon by their ticker symbols.

Stock 129

Stock Bank Banking Business 129

CNBC: Investing

JUNE 27, 2025

Skip Navigation Markets Pre-Markets U.S. banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird.

Valuation 105

Valuation Bank Banking S&P 105

CNBC: Investing

JULY 10, 2025

The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index. Skip Navigation Markets Pre-Markets U.S.

S&P 92

S&P Stock Asset Management Media 92