Institutional investors

Titan Raises $58M Series B Led by a16z to Build the Modern Asset-Management Giant

Retrieved on: 
Tuesday, July 20, 2021

To date, Titan has raised $75M to support their mission to lead the world to better wealth.

Key Points: 
  • To date, Titan has raised $75M to support their mission to lead the world to better wealth.
  • View the full release here: https://www.businesswire.com/news/home/20210720005312/en/
    Titan Raises $58M Series B Led by a16z to Build the Modern Asset-Management Giant (Photo: Business Wire)
    What Fidelity and its iconic mutual funds were for baby boomers, Titan is for new generations of investors.
  • Titan is the first DTC, mobile-first investment platform where everyday investors, irrespective of wealth, can have their capital actively-managed by investment experts in long-term strategies.
  • Unlike legacy players, Titan is mobile-first, enabling investors to have an investment experience directly with the end investment managers.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS DIDI, LOTZ INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Tuesday, July 20, 2021

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS ATHA, RLX, RKT INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Tuesday, July 20, 2021

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

AlphaCentric Launches AlphaCentric Strategic Income Fund

Retrieved on: 
Monday, July 19, 2021

AlphaCentric Funds has announced the launch of its newest fund, the AlphaCentric Strategic Income Fund.

Key Points: 
  • AlphaCentric Funds has announced the launch of its newest fund, the AlphaCentric Strategic Income Fund.
  • The AlphaCentric Strategic Income Fund's objective is total return through current income and capital appreciation.
  • AlphaCentric believes the Fund's ability to use a combination of structured credit and equity analysis creates a competitive edge.
  • The AlphaCentric Strategic Income Fund, which is sub-advised by Goshen Rock Capital, LLC, trades under the tickers SIIIX, SIIAX and SIICX.

Channing Capital Management Launches Its First Mutual Fund

Retrieved on: 
Monday, July 19, 2021

CHICAGO, July 19, 2021 /PRNewswire/ --On July 1, Channing Capital Management, LLC (Channing) launched its first publicly traded mutual fund, the Channing Intrinsic Value Small-Cap Fund (Ticker: OWLLX).

Key Points: 
  • CHICAGO, July 19, 2021 /PRNewswire/ --On July 1, Channing Capital Management, LLC (Channing) launched its first publicly traded mutual fund, the Channing Intrinsic Value Small-Cap Fund (Ticker: OWLLX).
  • The mutual fund provides both institutional and retail investors access to Channing's small-cap strategy.
  • Founded in 2003, Channing has built a solid 16-year track record for its flagship small-cap strategy within the institutional marketplace.
  • Ultimus Fund Distributors, LLC is not affiliated with Channing Capital Management, LLC.

Lazard Global Total Return and Income Fund Declares Monthly Distribution

Retrieved on: 
Friday, July 16, 2021

The Board of Directors of Lazard Global Total Return and Income Fund, Inc. (the Fund) (NYSE:LGI) has authorized the Fund to declare today, pursuant to a level distribution policy, a monthly distribution of $0.11512 per share on the Funds outstanding common stock.

Key Points: 
  • The Board of Directors of Lazard Global Total Return and Income Fund, Inc. (the Fund) (NYSE:LGI) has authorized the Fund to declare today, pursuant to a level distribution policy, a monthly distribution of $0.11512 per share on the Funds outstanding common stock.
  • The distribution is payable on August 23, 2021 to shareholders of record on August 10, 2021.
  • The Funds investment objective is total return, consisting of capital appreciation and current income.
  • As of June 30, 2021, LAM and affiliated asset management companies in the Lazard Group managed $277.4 billion worth of client assets.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS RLX, UI, WISH INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Thursday, July 15, 2021

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS ATHA, DIDI, LOTZ, RKT INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Thursday, July 15, 2021

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

First Trust Energy Infrastructure Fund Issues Notice Regarding July 2021 Distribution

Retrieved on: 
Thursday, July 15, 2021

A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."

Key Points: 
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The amounts and sources of distributions reported in this Notice are only estimates and are not being provided for tax reporting purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

D.A. Davidson Strengthens Technology Research With the Hiring of Rudy Kessinger

Retrieved on: 
Thursday, July 15, 2021

Davidson & Co. announced today that the firm has deepened its institutional research team and technology coverage by hiring Rudy Kessinger as a senior research analyst.

Key Points: 
  • Davidson & Co. announced today that the firm has deepened its institutional research team and technology coverage by hiring Rudy Kessinger as a senior research analyst.
  • Davidson.
  • Davidson will have approximately 60 professionals across its equity capital markets group solely focused on technology.
  • Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.