The Permanent Fund’s leadership and its hired management firm ignored or overlooked warning signs leading up to a $29 million ...
Growth and income investors can buy these four Dividend Kings, put them in their cash or retirement accounts, and hold them ...
Pay for college and retirement with a UGMA custodial account and Dividend Growth Investing. Learn why starting early can ...
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TBG has an active strategy with a focus on dividend growth stocks with resilient balance sheets and robust FCF. Read why TBG ...
Portfolio Strategist George Smith advocates for a recalibrated asset allocation strategy due to a slowing-growth environment, ...
The managers have maintained a concentrated portfolio of roughly 30 stocks despite the strategy’s roughly $4.7 billion asset base as of June 2024. This causes the strategy’s ownership in some ...
Here, Ruvinsky builds a less-concentrated portfolio than on the large-growth strategy, holding about 55-70 stocks with 20%-30% of assets in its top 10. Its bottom-up style pays attention to ...