Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. So it’s fortunate that we have someone who makes the world of employee benefits legitimately interesting and exciting and relevant to your business.

Insurance

The TRADE

JUNE 16, 2025

The fourth hire is Stuart Marenghi, now director, hedge fund sales, also reporting to Johnson. He has also previously held senior associate and associate positions covering portfolio management at Pimco.  

Capital Market

CNBC: Investing

JULY 12, 2025

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. Tripadvisor is owned in the fund.

Media

CNBC: Investing

AUGUST 5, 2025

But if we do need it and the market is going to pullback, we can maintain our strong portfolio and not dislodge the low cost basis of names we've been building this year. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above.

S&P

CNBC: Investing

AUGUST 2, 2025

billion for 2025 and $4 billion to $5 billion annual from 2026 to 2029 as well as a downgraded forecast for adjusted funds from operations (AFFO) to 5% to 9%. Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich.

IT

CNBC: Investing

JUNE 6, 2025

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 While investors fled the funds, along with many others, in April, the ETFs have bounced back. billion in assets under management as of Thursday. securitized products and a portfolio manager at Janus.

Portfolio

The TRADE

JULY 23, 2025

Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future. Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future.

Asset Management

CNBC: Investing

JULY 24, 2025

For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. Skip Navigation Markets Pre-Markets U.S. The lack of volatility has given the stock a beta of 0.43 compared to the overall market's beta of 1.0,

Stock

CNBC: Investing

JULY 22, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital. Skip Navigation Markets Pre-Markets U.S.

Investment

CNBC: Investing

JULY 1, 2025

Year to date, the fund has seen more than $2.7 "The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. The fund has a 30-day SEC yield of 4.07%, and an expense ratio of 0.12%. billion in flows.

Portfolio Management

CNBC: Investing

JUNE 21, 2025

" Jed Ellerbroek, portfolio manager at Argent Capital Management Echoing Woods, Jed Ellerbroek cited Nvidia as a potential second-half winner due to the upcoming release of its Blackwell Ultra chip, which is expected to meet with "exceptionally high demand." Skip Navigation Markets Pre-Markets U.S. natural gas.

Investors

Razorpay

JUNE 11, 2025

At a time when mutual fund investing felt complex, Scripbox brought clarity by curating a limited set of schemes tailored for first-time investors. Today, it manages over INR18,500 crore for more than one lakh families across 2,500 cities, anchored by trust, retention, and a growing network of partners.

Management

CNBC: Investing

JUNE 13, 2025

trillion in funding toward AI investments and partnerships have been announced so far this year. Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. Wang manages T. The firm estimates that at least $2.5

Investment

CNBC: Investing

AUGUST 6, 2025

Disclosure: Seymour is a portfolio manager, sub-advisor on the Amplify International Enhanced Dividend (IDVO). Skip Navigation Markets Pre-Markets U.S. 's new friendly relationship with Trump and the best stocks to buy there. The history of the Grateful Dead and Golden Gate Park.

Investment

CNBC: Investing

JULY 15, 2025

In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above. Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JUNE 10, 2025

The Fed's next move is still expected to be a decrease in fed funds rates, further fueling the growth trade. Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns IBIT personally and in his wealth management company Inside Edge Capital. Skip Navigation Markets Pre-Markets U.S. The "capped" U.S.

S&P

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Skip Navigation Markets Pre-Markets U.S. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure.

Portfolio

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

CNBC: Investing

DECEMBER 29, 2023

1 spot for a winning stock fund in 2023, according to Morningstar. Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1

Portfolio Management

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

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

Portfolio Management

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

Funds

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management

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.

Portfolio Management

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

Portfolio Management

The TRADE

JUNE 27, 2023

“Our OEMS platform helps asset managers, hedge funds and other institutional investors manage positions and transact efficiently across markets,” said Kevin Samuel, chief executive of LiquidityBook. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”

Portfolio Management

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

CNBC: Investing

MARCH 21, 2025

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Management

CNBC: Investing

AUGUST 15, 2024

Capital Group portfolio manager Hilda Applbaum looks for idiosyncratic opportunities where an out-of-favor stock has a chance to grow over the long run.

Management

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

Funds

Life on the Buy Side

APRIL 15, 2019

The Buffett Partnership is the first investment fund started by Buffett after his mentor, Ben Graham, retired and folded up his fund. At the age of 25, Buffett became the portfolio manager of his first fund. This is like Warren Buffett’s origin story.

Investment

The TRADE

JUNE 13, 2023

State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs). The platform is designed as an open architecture structure to integrate with external ETF providers as well as State Street’s internal ETF systems.

Electronics

The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

Investment

The TRADE

JUNE 7, 2024

CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management. Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager.

Investment