portfolio management

13 articles
BenzingaBenzinga··Franklin Templeton Investments Corp.

Franklin Templeton Canada Distributes Cash to ETF Investors Ahead of April Deadline

Franklin Templeton Canada announced cash distributions across multiple ETFs with April 9, 2026 payment dates, spanning active, smart beta, and passive offerings.
BENmonthly distributionsportfolio management
GlobeNewswire Inc.GlobeNewswire Inc.··Not Specified

Hypha Hires PitchBook Veteran Connolly to Spearhead Go-to-Market Strategy

AI-native asset intelligence platform Hypha appoints Chris Connolly, former PitchBook managing director, as Head of Go-to-Market to accelerate sales and revenue growth.
FUNIinstitutional investmentexecutive appointment
The Motley FoolThe Motley Fool··Katie Brockman

Markets Down 5% in Early 2026: Why Long-Term Investors Should Stay the Course

S&P 500 down 4.95%, Nasdaq down 6.86% year-to-date through March 2026. Historically, bull markets outlast bear markets; S&P 500 returned 343% since 2000 despite multiple crises.
ONEQS&P 500long-term investing
The Motley FoolThe Motley Fool··Jonathan Ponciano

Bridger's $7M Masimo Exit Proved Costly as $9.9B Acquisition Sparked 34% Rally

Bridger Management sold its $7M Masimo stake after 12% decline; weeks later, a $9.9B acquisition sparked 34% surge, highlighting investment timing risks.
MSMSpAMSpEMSpFMSpI+8acquisitionportfolio management
The Motley FoolThe Motley Fool··Dan Caplinger

JPMorgan's Premium Income ETF: Smart Income Play or Complexity Trap?

JPMorgan's JEPI ETF delivers steady income through complex covered-call strategies, appealing to retirees but potentially misaligned for growth-focused investors seeking simplicity.
JEPIdividend incomeoptions strategy
The Motley FoolThe Motley Fool··Adam Spatacco

Hercules Capital Shows Conviction With $1.9M Insider Buying Amid Dividend Strength

Hercules Capital insiders bought $1.9M in stock in February amid record $3.9B investment commitments and a fortress 120% dividend coverage ratio, signaling management confidence despite 52-week lows.
HCXYHTGCdividend stockbusiness development company
BenzingaBenzinga··Globe Newswire

NewLake Capital Posts Strong 2025 Results, Declares $0.43 Dividend Despite Tenant Challenges

NewLake Capital reports $51.1M full-year revenue and $2.09 AFFO per share, declares $0.43 Q1 2026 dividend amid tenant disruptions.
NLCPfinancial resultsdividend
Investing.comInvesting.com··Jordan Chussler

Buffett's Final Quarter: Berkshire Posts Mixed Results Amid Historic Leadership Transition

Warren Buffett retired as Berkshire Hathaway CEO after 60 years, leaving record $373.3B cash and mixed Q4 results clouded by $4.5B impairments. Final moves favored insurance and energy.
BACBACpBBACpEBACpKBACpL+19Q4 2025 earningsBerkshire Hathaway
The Motley FoolThe Motley Fool··Sean Williams

Loeb's Third Point Doubles Down on Nvidia While Dumping Meta in Strategic Pivot

Billionaire Dan Loeb's Third Point bought 100,000 more Nvidia shares in Q4, reaching 3M total, while completely exiting Meta after profit-taking.
NVDAMETAAI chipscapital expenditures
The Motley FoolThe Motley Fool··Daniel Sparks

Abel Takes the Helm: Berkshire Names Successor to Control $320B Portfolio

Greg Abel will oversee nearly all of Berkshire Hathaway's $320B equity portfolio and $373B cash reserve, signaling continuity in Buffett's capital allocation strategy.
BRK.ABRK.Bcapital allocationleadership transition
The Motley FoolThe Motley Fool··Todd Shriber

Berkshire Hathaway's Leadership Transition Opens New Chapter for Investors

Greg Abel's leadership brings more active portfolio management to Berkshire Hathaway, with strategic divestitures and potential for deploying the company's substantial cash reserves on acquisitions.
BRK.ABRK.BKHCBerkshire HathawayGreg Abel
GlobeNewswire Inc.GlobeNewswire Inc.··Na

American Coastal Insurance Expands Crawford's Role to Holding Company Level

American Coastal Insurance elevates Troy Crawford to holding company level, overseeing underwriting across its entire structure. Crawford brings 30 years of insurance expertise from major carriers.
ACICportfolio managementproperty and casualty insurance
The Motley FoolThe Motley Fool··Robert Izquierdo

Kulicke and Soffa CTO Reduces Holdings as Stock Reaches Valuation Extremes

Kulicke and Soffa's CTO sold $520K in shares as stock hits extreme valuations. He retains $1.72M stake, suggesting routine management rather than lost confidence.
KLICearnings growthAI demand