CSGKF News and Press, Credit Suisse Group AG From 09/13/22

Summary It’s still surprising to me to see the vast differences of opinion on what’s going to happen to stock (and bond) markets in the next few weeks and months. It would be highly unlikely that high-yield credit spreads would rally substantially if there was a vali...

Summary The passing of the Queen has swiftly circled the globe. Now, King Charles holds the torch and has significant power over economies, especially if more hands on than his mother. Interestingly, an initiative already lays out some of the King's favorite holdings and offer...

Summary Tadej Pogacar attempted a hat trick this year: a third Tour de France win. However, competitor Jonas Vingegaard and his team broke records and showed impressive form. The popularity of some stages this year may indicate a high viewership count, leading to favorable pub...

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 International Growth Fund (the “Fund”) declined 16.18% (Institutional Shares) during the second quart...

The following slide deck was published by Credit Suisse Group AG in conjunction with their 2022 Q2 earnings call. For further details see: Credit Suisse Group AG 2022 Q2 - Results - Earnings Call Presentation

Credit Suisse Group AG (CS) Q2 2022 Earnings Conference Call July 27, 2022 2:15 AM ET Company Participants Kinner Lakhani - Head of Investor Relations and Group Strategy and Development Axel Lehmann - Independent Chairman of the Board Thomas Gottstein - Member of...

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

Harris Associates’ 13F portfolio value increased from $64.23B to $75.90B this quarter. They increased Charter Communications, General Motors, Amazon.com, and Netflix while reducing Humana, Hilton Worldwide, and General Dynamics. The top three positions are Alphabet, Fiserv,...

FPE is a high-yield ETF in preferred stocks. Since inception, it has lost 10% in share price. In 7 years, the annual sum of distributions has decreased by 19%. How to manage capital decay in high yield securities. For further details see: FPE: Better Than SPFF, But S...