Portfolio manager

Belle Haven Investments CIO Invests in Sub-Advised Transamerica Funds

Retrieved on: 
Monday, September 26, 2022

RYE BROOK, N.Y., Sept. 26, 2022 /PRNewswire/ --Belle Haven Investments, a boutique fixed income manager with $15 billion under management, announced that Matt Dalton, CEO & CIO, has deployed additional personal investments into the Transamerica Intermediate Muni Fund (TIMUX) and the Transamerica High Yield Muni Fund (THYIX).

Key Points: 
  • RYE BROOK, N.Y., Sept. 26, 2022 /PRNewswire/ --Belle Haven Investments, a boutique fixed income manager with $15 billion under management, announced that Matt Dalton, CEO & CIO, has deployed additional personal investments into the Transamerica Intermediate Muni Fund (TIMUX) and the Transamerica High Yield Muni Fund (THYIX).
  • The Transamerica Intermediate Muni Fund is sub-advised by Belle Haven Investments and has over $1.7 Billion in AUM as of 8/31/2022.
  • The Transamerica High Yield Muni Fund is sub-advised by Belle Haven Investments and has over $150 Million in AUM as of 8/31/2022.
  • Belle Haven Investments is an independent, employee-owned money manager specializing in separately managed taxable and tax-exempt fixed income portfolios.

EVENTIDE ANNOUNCES THE EVENTIDE LARGE CAP FOCUS FUND

Retrieved on: 
Wednesday, September 21, 2022

BOSTON, Sept. 21, 2022 /PRNewswire/ -- Eventide Asset Management is pleased to announce the launch of its eighth mutual fund, the Eventide Large Cap Focus Fund ( ETLAX , ETLCX , ETLNX , ETLIX ).

Key Points: 
  • BOSTON, Sept. 21, 2022 /PRNewswire/ -- Eventide Asset Management is pleased to announce the launch of its eighth mutual fund, the Eventide Large Cap Focus Fund ( ETLAX , ETLCX , ETLNX , ETLIX ).
  • As with all Eventide Funds, the Large Cap Focus Fund seeks to invest in companies helping to create a better world by serving society, customers, employees, and other key stakeholders.
  • Goel also serves as a Portfolio Manager for the Eventide Exponential Technologies Fund and Eventide Gilead Fund and is a Senior Research Analyst for other Eventide products.
  • The Eventide Large Cap Focus Fund joins the existing Eventide funds with more than $5 billion in net assets under management: the Eventide Gilead Fund , the Eventide Healthcare & Life Sciences Fund , the Eventide Exponential Technologies Fund , the Eventide Multi-Asset Income Fund , the Eventide Dividend Opportunities Fund , the Eventide Limited-Term Bond Fund , and the Eventide Core Bond Fund .

Logan Capital Management Adds Portfolio Manager

Retrieved on: 
Tuesday, September 20, 2022

Logan Capital Management, Inc. (Logan Capital), a registered investment advisor with a series of separately managed accounts in equity and fixed-income strategies, has hired Dan Gruemmer, CFA, as Managing Director and Portfolio Manager.

Key Points: 
  • Logan Capital Management, Inc. (Logan Capital), a registered investment advisor with a series of separately managed accounts in equity and fixed-income strategies, has hired Dan Gruemmer, CFA, as Managing Director and Portfolio Manager.
  • Most recently, he worked at American Century Investments as a Portfolio Manager of the equity income fund and market neutral value fund.
  • Logan Capital Management, Inc. (Logan Capital) is an employee-owned registered investment advisor (RIA) headquartered in Newtown Square, Pennsylvania.
  • Logan Capital Management has a sustained history of working closely with financial advisors and their clients.

Data I/O Announces Fireside Chat Hosted by Technology Investments Veteran Avi Fisher of Long Cast Advisors

Retrieved on: 
Wednesday, September 14, 2022

Mr. Ambrose was interviewed by guest host Avi Fisher of Long Cast Advisors with the discussion focusing on its new platform for semiconductor and microcontroller firmware security deployment.

Key Points: 
  • Mr. Ambrose was interviewed by guest host Avi Fisher of Long Cast Advisors with the discussion focusing on its new platform for semiconductor and microcontroller firmware security deployment.
  • The fireside chat series will culminate with the celebration of the Companys 50th Anniversary.
  • Long Cast Advisers provides concentrated small company investing strategies, while avoiding exposure to the hydrocarbon and aerospace & defense industries.
  • Disclosure: On the date of the fireside chat recording, Long Cast Advisors owned shares of Data I/O Corp.
    Data I/O Fireside Chat Series Schedule:
    The series will include interviews on a monthly basis over the next six months.

Income Imbalance: Non-Retired Americans Knowingly Forgo Highest Social Security Payments

Retrieved on: 
Tuesday, September 13, 2022

Almost one-third (32%) said they would take benefits before 70 because they are concerned Social Security may run out of money/stop making payments, and 31% said they expected they would need the money sooner.

Key Points: 
  • Almost one-third (32%) said they would take benefits before 70 because they are concerned Social Security may run out of money/stop making payments, and 31% said they expected they would need the money sooner.
  • Close to half (48%) of non-retired Americans surveyed plan to begin taking Social Security between the ages of 62-65 (before reaching full benefit age), 19% plan to file between ages 66-69, and 22% are unsure when they will claim Social Security.
  • What period of life after age 65 do non-retired Americans expect to be the most expensive?
  • Given increasing life expectancies and widespread concerns about not being able to live comfortably without a paycheck, the advantages of creating a retirement income strategy that maximizes your Social Security benefits cant be overstated.

KKR Income Opportunities Fund Q2 2022 Investor Call Now Available

Retrieved on: 
Friday, September 9, 2022

KKR Income Opportunities Fund (the Fund) (NYSE: KIO) announced today that the Q2 2022 investor call is now available on the Funds website.

Key Points: 
  • KKR Income Opportunities Fund (the Fund) (NYSE: KIO) announced today that the Q2 2022 investor call is now available on the Funds website.
  • KKR Income Opportunities Fund is a diversified, closed-end management investment company managed by KKR Credit Advisors (US) LLC (KKR Credit), an indirect subsidiary of KKR & Co. Inc. (KKR).
  • The Funds primary investment objective is to seek a high level of current income with a secondary objective of capital appreciation.
  • For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKRs website at www.kkr.com and on Twitter @KKR_Co.

Bee Partners Adds Product & Startup Expert Alejandra Vergara as Associate

Retrieved on: 
Thursday, September 8, 2022

Continuing its unconventional approach to team building, Bee Partners recently hired Ale Vergara as an Associate.

Key Points: 
  • Continuing its unconventional approach to team building, Bee Partners recently hired Ale Vergara as an Associate.
  • Born in Chile, Ale earned her MBA from UC Berkeley Haas School of Business with a certificate in Entrepreneurship and Technology.
  • This experience, combined with her exploratory mind and quest for large scale impact, attracted her to entrepreneurship and ultimately, Bee Partners.
  • She's simply a wonderful human - we are incredibly lucky that she has joined Bee Partners, and look forward to the years ahead.

O3 Mining Announces Corporate Updates

Retrieved on: 
Thursday, September 1, 2022

Mr. Tyshynski will be stepping down from the Board of Directors of O3 Mining effective today.

Key Points: 
  • Mr. Tyshynski will be stepping down from the Board of Directors of O3 Mining effective today.
  • Jose Vizquerra, President, Director and CEO, commented: "We are very pleased to welcome Elijah Tyshynski as the full time CFO of O3 Mining.
  • We thank Mr. Zaritsky for his invaluable contributions to O3 Mining."
  • The Board of Directors of O3 Mining wishes to thank Mr. Blair Zaritsky for his contributions to O3 Mining and look forward to continuing to work with Mr. Zaritsky his new role as an Advisor to the Board of Directors of the Corporation.

DGAP-News: BB BIOTECH AG: Moderna was just the beginning

Retrieved on: 
Tuesday, August 30, 2022

Alnylam, a stock in BB Biotech's portfolio, made its biggest one-day gain since the company went public in June of 2004.

Key Points: 
  • Alnylam, a stock in BB Biotech's portfolio, made its biggest one-day gain since the company went public in June of 2004.
  • Ionis Pharma, a US biotech company, is a pioneer in the field of antisense that has been a core fixture of BB Biotech's portfolio for years.
  • BB Biotech recognized the medical potential of RNA technology early on.
  • Dr. Daniel Koller has been with Bellevue Asset Management since 2004 as a Portfolio Manager and was appointed Head of Investment Management Team BB Biotech AG in 2010.

Steward Partners Global Advisory Welcomes Barr Wealth Management

Retrieved on: 
Wednesday, August 24, 2022

WASHINGTON, Aug. 24, 2022 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Barr Wealth Management, led by veteran advisor Thomas Barr, as the latest wealth management team to choose Steward's independent partnership.

Key Points: 
  • WASHINGTON, Aug. 24, 2022 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Barr Wealth Management, led by veteran advisor Thomas Barr, as the latest wealth management team to choose Steward's independent partnership.
  • Barr Wealth Management will be in the Steward Partners' New York City office.
  • "Steward Partners has a unique business model where all our advisors are truly partners who not only have an ownership stake in the company, but also own their own practice," said Doug Kentfield, President and Head of Wealth Management at Steward Partners.
  • Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.