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Performance to 30 June 2023 Class A (Unhedged – base fee option) inception 26 March 2018 June Quarter 1 Year Since Inception p.a.* Portfolio...
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This article was written by Follow Private investor within a value investing framework. “I constantly see people rise in life who are not the...
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This article was written by Follow Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various...
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First Bank (NASDAQ:FRBA) Q4 2024 Results Conference Call January 24, 2025 9:00 AM ET Company Participants Patrick Ryan – President and Chief Executive OfficerAndrew...
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Investment Thesis Carter’s (NYSE:CRI) has limited upside, trading at 13x and 12x consensus F2023 and F2024 estimates, respectively. As a mid-tier apparel brand for...
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Written by Nick Ackerman. Recently, a new report has come out that both telecommunication companies could be on the hook for liabilities due to...
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Getting a first or second chance to build credit with a credit card has been easier in recent years because financial technology companies have...
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A heavier load may not always signify a positive. But in the context of the freight environment, J.B. Hunt (NASDAQ:JBHT) could benefit from more...
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The 2024 BMW 8 Series lineup consists of coupe, convertible, and Gran Coupe styles, all adorned with luxury features, fantastic engines, and tons of...
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Merion Road Small Cap Fund IWM (Russell 2000) Barclay Hedge Fund Index Annualized Since Inception 16.6% 8.6% 5.2% Q2 2023 5.2% 5.3% 2.1% 2023...
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Readers often ask why I am so negative on closed-end funds. The problem I find is that many closed-end funds lure unsuspecting investors with...
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One of the most interesting and talked about creditor-debtor — and thus asset protection — cases in recent years was the one which was...
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SPY’s Strength Matters The odds associated with all investments (ETFs, individual stocks, bonds, etc.) are impacted by the market’s tolerance for risk, which can...
