Dan Niles bought more Nvidia during the sell-off, says it can double from here as AI builds out
CNBC: Investing
AUGUST 2, 2024
Nvidia shares can double from these levels, according to portfolio manager Dan Niles.
Gabelli Funds highlights the AI stocks to buy as craze continues
CNBC: Investing
JUNE 28, 2025
The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. NOW YTD mountain ServiceNow shares year to date ServiceNow is one holding with a roughly 2% weighting in the Gabelli Growth Fund.
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ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
The TRADE
JUNE 27, 2023
Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”
Hedge fund investor Dan Niles unveils his top picks for 2024, including Amazon and Meta
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.
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M&A Blog #20 – valuation (Dividend Discount Model - DDM)
Francine Way
JULY 18, 2017
For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. We should have 1 Projected Share Price and 1 PV (Projected Share Price) at this point.
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GAM shares turnaround plan to return to profitability
The TRADE
OCTOBER 19, 2023
The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.
Buy-side trading heads unpack what it really means to do more with less
The TRADE
JULY 4, 2025
Read more – Conscious usage of TCA: Making trade analytics more actionable Speaking to his own approach, Böss shared: “We’ve been teaming up with risk and compliance on data sets. Why Why is it that combined is a different tool for post-trade combined checks when our TCA tools could do this?
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Jyske Bank acquires PFA Bank
Global Newswire by Notified: M&A
JUNE 13, 2023
Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S. As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets.
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Analysis-Nvidia investor dilemma: how much is too much in a stock portfolio?
Global Banking & Finance
JULY 15, 2024
By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.
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Starboard takes a stake in Tripadvisor. How the activist may bolster value
CNBC: Investing
JULY 12, 2025
Its Brand Tripadvisor segment is engaged in providing an online global platform for travelers to discover, generate and share authentic user-generated content in the form of ratings and reviews for destinations, points-of-interest, experiences, accommodations, restaurants and cruises. Stock Market Value : ~$2.36B ($18.00
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Wavelabs to offer modular version of eLiSA EMS AI-based analytics tools to traders
The TRADE
JUNE 28, 2023
Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. Groupama asset management has also been working with Wavelabs on its European fair value initiative. “It
Fireside Friday with… Comgest’s Joe Collery
The TRADE
AUGUST 30, 2024
How do the traders and portfolio managers interact at Comgest? Every time we execute it’s stored in a database where the portfolio managers (PM) have access as well so they can see themselves how trades have gone. There is a certain overlap where traditionally traders and PMs have been quite segregated.
Vanguard’s Robert Miller departs for Kepler Cheuvreux
The TRADE
AUGUST 5, 2024
KCx has continually shared that its current strategy is to expand its execution footprint and expertise on a global scale. He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management.
RBC names former NatWest Markets alumnus as managing director of UK flow rates sales
The TRADE
SEPTEMBER 6, 2023
RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.
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Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading
The TRADE
NOVEMBER 3, 2023
Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”
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How Merchant Banks Help Businesses Grow and Succeed
Razorpay
AUGUST 9, 2023
Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.
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Mizuho EMEA joins Neptune network as axe dealer for bonds
The TRADE
JUNE 29, 2023
Guy Cornelius, head of institutional sales at Mizuho EMEA highlighted that the move will work to make the market more efficient for all participants “by sharing data and enhancing liquidity in global markets.” Following its addition, the bank will distribute axes for investment grade and high yield corporate credit.
Elliott Gains FERC OK for NRG Stake Hike
The Deal
JANUARY 17, 2024
8, approved Elliott Management Corp.’s s application to increase its common share stake in NRG Energy Inc. Elliott had filed a FERC application in July seeking to gain authorization to increase its common share stake in NRG up to 20% from 2.36% it reported owning in July. cap on common shares.
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Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community
The TRADE
JULY 19, 2023
This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from specialist liquidity providers such as Lloyds Bank.” The post Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community appeared first on The TRADE.
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How to Land a Private Equity Internship: Tips and Strategies
OfficeHours
JUNE 12, 2023
Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management.
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What is the BCG Matrix? Explaining its Components and Quadrants
Peak Frameworks
JUNE 29, 2023
The BCG Matrix, also known as the Growth-Share Matrix, is a visual representation of a company's portfolio of products or business units. Relative Market Share Relative market share is a measure of a company's market share compared to its competitors in a specific market. What is the BCG Matrix?
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How Scripbox is Reimagining Wealth Creation in India with Razorpay
Razorpay
JUNE 11, 2025
Over time, Scripbox evolved into a holistic wealth management platform, expanding its offerings beyond mutual funds to include Portfolio Management Services, Alternative Investment Funds, bonds, and fixed deposits, catering to a broader set of financial needs.
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When it comes to desk set-ups, buy-siders are readjusting how derivatives fit in
The TRADE
APRIL 25, 2024
Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there.
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Multi-asset trading: Reduced errors and enhanced high touch execution
The TRADE
OCTOBER 23, 2023
The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams.
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Half of asset managers are focused on speed over volume in their quest to fully capitalise on data, finds report
The TRADE
NOVEMBER 14, 2023
Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.
Outsourced trading: Easy to do, difficult to get right
The TRADE
AUGUST 7, 2024
The reality is many are not prepared to make the significant investments required to maintain or grow their share of the market.” The important impact of changing market sentiment Demonstrably, things are ramping up and outsourced trading providers are highly cognisant of the importance of keeping up with the pack in this high-stakes game. “If
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The charts are showing this burger chain can soon blow through its all-time highs
CNBC: Investing
JULY 1, 2025
million shares per week) that screams institutional accumulation, despite the high valuation. resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. DISCLOSURES: Gordon owns SHAK personally and in his wealth management company Inside Edge Capital.
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FCA guidance on post-Brexit trading venue definition comes into force today
The TRADE
OCTOBER 9, 2023
According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.
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Chasing innovation on Robeco’s global equity trading desk: ‘In order to stay good, we need to become better’
The TRADE
APRIL 17, 2024
“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We
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Examining the Convergence of PE and Shareholder Activism Through the Investor Agreement Between Senator and Cannae (Foley) at CLGX
Transactional Delights
DECEMBER 6, 2020
Here are the most important legal terms and concepts based on how the CLGX matter played out: Share Lockup : Neither Senator nor Cannae can sell any of its shares, swaps, or derivatives unless one of two events occurs, a Termination Event or an Offer Abandonment. share (or greater). Senator had 5% ownership in economic exposure.
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What Asset Managers need to get right with generative AI
Accenture Capital Markets
JUNE 18, 2024
However, such a transition will only occur once asset managers become comfortable with the technology, see its potential, and stand up a responsible AI governance framework.
A new chapter for RBC BlueBay Asset Management’s London-based fixed income trading desk
The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
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Buy-side trading head recommends cautious approach to emerging markets despite strong investor interest
The TRADE
APRIL 25, 2024
Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. There is a financial sector development programme within the country which involves all of the financial players,” he said.
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Divestitures & Carve-Outs: Top 4 Real-World Truths
M&A Leadership Council
MARCH 1, 2024
Divestitures certainly share multiple attributes with acquisitions: like a conventional M&A deal, a divestiture has a specific lifecycle. And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms.
A closer look at restricted currency execution and custody
The TRADE
MARCH 26, 2024
One excellent example of collaboration that I am happy to share is at T. This has been extremely beneficial, as our portfolio managers have appreciated this proactive approach to monitoring these local markets for our restricted currency exposures, and it keeps our team up to date on important market information.
Carving Out a Business from an IT Perspective
M&A Leadership Council
FEBRUARY 21, 2024
A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.
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The prime brokerage pie is growing, which means bigger slices for everyone
The TRADE
OCTOBER 18, 2024
Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. in April 2023, to 92% in 2024. We’ll probably continue to see that trend.”
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DWS Group’s Werner Eppacher: ‘Liquidity is like a shy deer’
The TRADE
JULY 24, 2023
He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. We share the burden of finding budgets and funding things going forward.”
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?
Mergers and Inquisitions
MAY 24, 2023
Instead, the fund would look for a company that has announced plans for a specific action , such as a spin-off of one division, and use this logic to invest: “If this spin-off happens and we’re right about the new company’s value, we could potentially earn 50% by buying the parent company’s shares.” “But EBITDA multiple , matching its own.
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Early bird catches the worm: A look at the race for first mover advantage in Europe’s emerging crossing network landscape
The TRADE
MAY 23, 2024
It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%
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Venture capital jobs – what to expect working for a VC
Growth Business
SEPTEMBER 21, 2023
You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.”
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The evolution of the buy- and sell-side relationship
The TRADE
OCTOBER 2, 2024
As a result of this, traders are left with increased capacity to focus more on executing larger orders and value-add idea generation for portfolio managers. “The With electronic trading comes the added benefit of requiring less time to be spent on small trades. Interoperability is therefore becoming increasingly key.
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SSGA’s Sharon Ruffles on fixed income trading: It’s a different job every day
The TRADE
OCTOBER 9, 2023
Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows.
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Are we on our way to 24/7 trading in equities?
The TRADE
JULY 17, 2023
With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.
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