BSQKZ News and Press, Block From 02/18/24

2024-02-18 03:45:00 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 Fifth Avenue Growth Fund® (the Fund) was up 17.6% (Institutional Shares) in...

2024-02-15 12:04:42 ET Summary Lightspeed Commerce Inc. went public in 2020 in the U.S. at $30.50 per share. The global point-of-sale market is expected to grow at a CAGR of 8.3% from 2023 to 2030, with the software market growing at a higher rate of 15.1%. Lightspeed's financ...

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...