We’ve outlined the historical annual returns of our 5 largest holdings. How have the fundamentals translated into longer-term ...

Modulus Alternatives Investment Managers Limited, an established alternative asset manager, focused on private credit, ...

THE Philippine Economic Zone Authority (PEZA) said semiconductor industry investors are considered strong candidates for being classified into the top tier of fiscal-incentive recipients. “For ...

Twelve Capital and Lumyna Investments, part of Generali Investments, have launched the Lumyna – Twelve Capital Parametric ILS Fund, designed to provide ...

Meta Platforms Inc (NASDAQ:META) is considering testing the Chinese AI model DeepSeek in its generative AI tools for ...

As we look back on the SEC’s actions in 2024, we wanted to share our thoughts on lessons learned that we believe will carry ...

Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

Discover how Dassault Aviation's growth potential is driven by military spending and its popular Rafale jet presents a unique investment opportunity with a projected 15% IRR.

Brookfield Renewable Partners LP (BEP) reports a 21% increase in Q4 FFO, significant capital deployment, and a landmark ...

We came across a bullish thesis on KBR, Inc. (KBR) on Directionally Correct Research’s Substack by Will Powers. In this ...

Brookfield Renewable Corp (BEPC) reports a 21% increase in quarterly FFO and unveils a landmark agreement with Microsoft, despite market challenges.