ASHTF News and Press, Ashtead Group Plc From 01/29/25

2025-01-29 22:40:00 ET Summary GCAM's model portfolio underperformed the S&P 500 in 2024 due to underweighting in the top-performing "Magnificent Seven" tech stocks. Despite strong returns from holdings like Arista Networks (+87%) and Meta Platforms (+66%), the portfolio's ove...

2025-01-23 00:50:00 ET Summary After performing strongly in the first nine months of 2024, international equity markets declined in the fourth quarter: the MSCI ACWI ex USA was down 7.6%. Amid heightened macroeconomic uncertainty and geopolitical unrest, we continue to focus on un...

2025-01-21 04:40:00 ET Summary Global equity markets ended the year slightly down, with the MSCI ACWI Index returning -0.99% in the fourth quarter. For Q4 2024, Aristotle Capital’s International Equity Composite posted a total return of -6.91% gross of fees, outperforming t...

2025-01-17 22:45:36 ET Summary Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. The Mayar Responsible Global Equity Fund (Class A) was down 1.45% net of all expenses and fees YTD ending Dec 31st 2024, while the ...

2025-01-15 08:00:00 ET Summary KKR & Co Inc's broad-based expansion and evolving earnings profile, driven by significant AUM growth and stable revenue streams, highlight its long-term potential despite economic headwinds. Amazon's relentless focus on customer satisfaction and ...

2025-01-14 04:05:00 ET Summary Global central banks' easing policies highlight economic disparities; U.S. equities perform well, while Canadian and international equities face challenges due to geopolitical and economic factors. Mawer Mutual Funds' balanced investors saw positive ...

2025-01-13 07:13:00 ET Summary We closed the year with a respectable overall performance, even as the market cooled in December. In the current broader market, there’s uncertainty around whether the Trump administration’s pro-business stance can keep the rally going ...