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FollowSummaryMerion Road Capital’s Long Only portfolio gained 10% in the quarter.Kratos management identified several large wins post quarter end that will boost Q3 bookings.Victory Capital management increased their cost synergy target to $110mm and have historically exceeded their guidance.AMWD/MBC currently trade at 6.6x / 9.7x their depressed EBITDA / free…
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Safe Withdrawal Rates for Every Investment Horizon, From 3 to 50 YearsThis article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references his latest updates. Bill was kind enough to review the article and his insights are included. Bill is widely recognized as the originator of…
Dear Partners, I am pleased to report that Alluvial Fund produced a return of 15.5% in the third quarter, bringing our 2025 total return to 33.6% and strongly outpacing all relevant benchmark indexes. This is the third-best quarterly result in the fund’s nine-year history. I certainly cannot promise that the…
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Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
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Key News Asian equities had a strong day as Japan outperformed, and Hong Kong posted…
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Snowflake — a mobilizer of enterprise data through a company’s data cloud — exceeded investor…
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WASHINGTON (Reuters) – Sales of new U.S. single-family homes fell more than expected in October,…
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