Infrastructure Capital Advisors (“Infrastructure Capital”) is a leading provider of investment management solutions designed to meet the needs of income-focused investors. Jay Hatfield is...
Shopify’s (NYSE:SHOP) stock has moved higher in recent months on the back of stable growth and the abandonment of its capital-intensive logistics initiative. The...
Investment thesis Our current investment thesis is: JHG has struggled with growth, as investors are increasingly unconvinced by the value offered by active management....
Introduction ImmunoGen (NASDAQ:IMGN) is a commercial-stage biotech firm focused on developing innovative antibody-drug conjugates (ADCs) to enhance cancer treatment. These targeted therapies boast improved...