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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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Operator Good day, and thank you for standing by. Welcome to the Intuitive First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised...
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This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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This article was written by Follow Aaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on...
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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...
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Thesis I have been fascinated by technology and the impact it has on our daily lives since I was very young. I watched Apple...
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Fund Characteristics P/V Ratio Mid-60s% Cash 4.0% # of Holdings 21 Click to enlarge Annualized Total Return 2Q (%) YTD (%) 1 Year (%)...
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While I like the defensive nature of preferred shares, with their priority claim in the capital structure compared to common shareholders, I am concerned...
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Investment Briefing In the time since my April publication, the tides of change have arrived at the shores of Artivion, Inc.’s (NYSE:AORT) feet. Rewind...
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Alcoa Corporation (NYSE:AA) Q2 2023 Earnings Conference Call July 19, 2023 5:00 PM ET Company Participants James Dwyer – VP, IR Roy Harvey –...
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ASSA ABLOY AB (OTCPK:ASAZF) Q2 2023 Earnings Conference Call July 19, 2023 3:30 AM ET Company Participants Bjorn Tibell – Head, IR Nico Delvaux...
