In The News

In The News
The Secret Source For Mid-Market Investing

Digging into long-term transformative trends is key when trying to find future market leaders.

09.20.22
In The News
Visa, Mastercard, AmEx To Start Categorizing Gun Shop Sales

Payment processor Visa Inc. said Saturday that it plans to start separately categorizing sales at gun shops, a major win for gun control advocates who say it will help better track suspicious surges of gun sales that could be a prelude to a mass shooting.

09.12.22
In The News
Great Second Quarter And Year For Active Small-Cap Value Managers

Looking back over the second quarter and first half of the year, small-cap value active managers have outperformed their benchmarks by the widest margin of any active fund type, according to data obtained from Investment Metrics by Institutional Investor.

09.09.22
In The News
Lazard AM Unveils Inflation Opportunities Fund

Lazard Asset Management announced the launch of its Lazard Thematic Inflation Opportunities Fund, intended to capitalize on the shift to a higher inflationary environment.

09.09.22
In The News
Sustainability And Diversity Shortfalls In Institutional Investor Reporting, Reveals New Research

Most of the reporting from major institutional investors analyzed by strategic communications firm Luminous ‘still has room for improvement’ in sustainability, ethnic & gender diversity and addressing climate-change impacts.

09.08.22
In The News
KPPA Releases Investigative Report on Previous Investment Activities

In response to an August 25, 2022 ruling in Franklin Circuit Court, the Kentucky Public Pensions Authority (KPPA) is releasing an investigative report on previous investment activities produced by Calcaterra Pollack LLC.

09.08.22
In The News
William Blair IM To Sell Russian Bonds At Heavy Discount As Selling Window Opens

Developing world specialist Daniel Wood says asset managers are selling Kremlin-linked debt at close to 80% discount, with international hedge funds being the biggest buyers.

08.26.22
In The News
Harvard Beats Texas Despite Oil Riches

Texas is making headlines for its oil-fueled university endowment, which could overtake Harvard, but this is no time to gloat.

08.24.22
In The News
Excellere Partners Announces Promotion

Excellere Partners has promoted a new partner.

08.22.22
In The News
Quebec’s Caisse Writes Off Celsius, Saying Bet Placed ‘Too Soon’

Quebec’s $303 billion pension manager has written off its stake in bankrupt cryptocurrency lender Celsius Network LLC, with its chief executive officer conceding the fund invested “too soon” in the sector.

08.18.22