BSQKZ News and Press, Block From 01/31/24

2024-01-31 08:05:00 ET Summary The Ithaka Group is an independent investment boutique that specializes in managing high-quality, concentrated growth equity portfolios. During the fourth quarter Ithaka’s portfolio outperformed in a strong market, rising 18.4% vs the R1G risi...

2024-01-28 11:00:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund® (the Fund) was up 14.8% (Institutional Shares) durin...

2024-01-23 15:48:08 ET Summary Shopify saw a record high in operating profits last quarter while maintaining double-digit revenue growth, catapulting the stock price to new highs since 2022. The company has focused on improving efficiency and has made layoffs and strategic busines...

2024-01-23 11:29:30 ET Summary The Virtus Convertible & Income Fund offers a high level of income with a 12.75% current yield, significantly higher than most other closed-end funds. The fund's performance has been disappointing, underperforming comparable indices and deliverin...

2024-01-20 10:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The market’s en...

2024-01-19 08:20:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Rather than anchor exp...

2024-01-18 21:08:20 ET Summary ARK Invest's 13F portfolio value increased by 29% this quarter, reaching approximately $16.89 billion. The top three holdings in the portfolio are Coinbase Global, UiPath, and Tesla. ARK Invest made new stakes in ProShares Bitcoin Strategy ETF an...

2024-01-08 20:57:03 ET Summary Early last year, I thought SCHD would underperform the S&P500. This has played out as SCHD made negative alpha vs S&P500 of 8.53%. But now I am bullish SCHD. I like SCHD's relative underweights vs SPY in: a) Technology due to its premium valu...

2023-12-27 21:26:30 ET Summary Lone Pine Capital's 13F portfolio value decreased from $10.91B to $10.37B in Q3 2023. The number of holdings in the portfolio decreased from 29 to 26. The top three positions in the portfolio are Meta Platforms, Amazon.com, and MasterCard, accoun...

2023-12-13 20:16:43 ET Summary Coatue Management's 13F portfolio value decreased from $20.41B to $19.71B in Q3 2023. The largest five stakes in the portfolio are Nvidia, Meta Platforms, Amazon.com, Advanced Micro Devices, and Microsoft. New stakes include Shopify, Maplebear In...