Focus Investment Banking
NOVEMBER 11, 2024
Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. You know, I’m a very high consumer and utilizer of healthcare and I do have, you know, sort of the behind the scenes look at things. Healthcare is confusing and expensive in its traditional state.
CNBC: Investing
AUGUST 2, 2025
Companies are increasingly relying on data, and the most efficient solution has been utilizing cloud services such as Equinix. 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.
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CNBC: Investing
JULY 29, 2025
In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure. Click here for the full disclaimer.
Life on the Buy Side
APRIL 15, 2019
At the age of 25, Buffett became the portfolio manager of his first fund. Buffett has always seen stock prices as an asset to be utilized if desired, as ascribed to the Mr. Market analogy first given by Ben Graham. To this day these stocks are known as the “crowded trades” that everyone seems to own.
Peak Frameworks
AUGUST 15, 2023
Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. If you need to have ready access to cash, you'll want more liquid investments in your portfolio. Market Conditions : Prevailing market conditions can also impact portfolio construction.
The Deal
JANUARY 17, 2024
(NRG) up to 20%, a major blow to a consumer advocacy group that had been urging the agency to prohibit the activist from adding directors in cooperation agreements with public utilities. BTU), where two of the Paul Singer-led activist’s portfolio managers hold seats. was “outside the scope” of the agency’s analysis.
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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