Private equity funds pool investor capital to acquire and improve companies, typically with the goal of selling them at a higher value. Beyond that, the strategies employed can vary significantly ...

Discover the 130-30 strategy, optimizing portfolio returns by shorting low performers and reinvesting in top stocks.

The Vident U.S. Equity Strategy ETF (VUSE) was launched on 01/22/2014, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market ...

During the unprecedented volatility of Q2 2025, the Calamos Hedged Equity Strategy delivered strong results. Equity markets rebounded sharply during the second quarter, supported by resilient ...

Interest in private markets is trending higher and while private equity is one of its best known components, investors favor some strategies for investing in PE over others. New research conducted ...

2022 illustrated the need for a capital preservation component in investors’ portfolios. Rising interest rates created losses in fixed income that have matched losses in equities. With bonds failing ...

For best portfolio results, experts recommend diversification without being swayed by any one asset class. While asset ...

Universities, pensions and foundations have piled into private equity for decades, hoping to match the blockbuster returns of Yale’s legendary endowment chief, David Swensen. But Swensen’s approach is ...

In this article I cover a strategy that identifies stocks with strong return on equity (ROE) and give you a list of stocks that currently pass the AAII Return on Equity screen. Return on equity may ...

Old sales tactics fail plastics makers as buyer behavior shifts, threatening PE exit values and forcing strategy overhauls.