The Global Equity composite rose 10.6% gross of fees in the second quarter, compared with a 15.1% gain in the MSCI ACWI Index. Year to date, the composite increased 4.6% gross of fees, versus 11.5% ...

Two things are needed to be a successful income investor. You must have the patience to stay the course with existing ...

For mutual funds , investors send checks to the asset manager, which are invested by the portfolio manager at the end of the day. The investors get “units” of the fund at the end-of-day unit price, ...

Borrowing against your stock portfolio can free up cash without selling appreciated shares. Here's how a securities-backed line of credit works, and the risks.

Gabelli described an approach that combines discounted valuations for companies with additional 'catalysts' to send stock prices soaring . The Keel ...

KKR's employee engagement and ownership culture model is an excellent example of multi-stakeholder capitalism.

On Tuesday, General Motors (NYSE:GM) discussed second-quarter financial results during its earnings call. The full transcript ...

A non-purpose loan is an alternative type of loan that often involves using investment securities as collateral and relies on complex structuring.

The U.S. Securities and Exchange Commission (SEC) has long treated the protection of material nonpublic information (MNPI) as central to ...

Experts discuss why a diversified approach to real assets is important in a period of geopolitical conflict and market ...

TIPS are bonds issued by the US Treasury with maturities of five, 10, or 30 years. They pay a fixed rate of interest every ...

A portion of this distribution may come from net investment income, net short-term realized capital gains or return of capital. The final determination of the source and tax status of all ...