The London Company Income Equity portfolio returned 12.3% year-to-date vs. a 14.4% increase in the Russell 1000 Value Index.

--(BUSINESS ... under management. “The new firm creates an opportunity for advisors to take control of their future, ensuring they are positioned to capture the full value of their income ...

Oversea-Chinese Banking Corp. delivered record net profit in 2024, largely thanks to robust income ... business generates asset-based fees, which are calculated as a percentage of assets under ...

Despite a drop in adjusted net investment income ... Capital's portfolio value surged due to the absorption of Golub Capital BDC 3 earlier in June of last year. However, the investment firm ...

This conservative yet effective approach has made Buffett one of history's most successful investors. This selection process focused on Berkshire Hathaway’s current portfolio holdings, analyzing each ...

ATLANTA--(BUSINESS WIRE)--Angel Oak Financial Strategies Income Term Trust (the “Fund”), a closed-end fund traded on the New York Stock Exchange under ... by a value-driven approach, Angel ...

of the present Income-tax Act provides that a capital asset, property held under trust wholly for charitable or religious purposes, is transferred. Suppose the whole or any part of the net ...

Most dividend investors seek solid passive income streams ... rental revenue under long-term net lease agreements with commercial clients. It is engaged in a single business activity: leasing ...

Its investment adviser's investment strategy utilizes a large-cap value approach by selecting ... its equity and fixed-income divisions. As a result, while some of the firm's peers reduced ...

In this episode of Tax Notes Talk, the first of a three-part series, Damien Martin and Tony Nitti of EY discuss their top tax cases from 2024, focusing on two partnership cases: Denham Capital ...

Net fee income grew 7 per cent to $2.4 billion, led by a double-digit growth in wealth-related fees, stronger credit-card fees and higher loan-related fees. High-net-worth assets under management ...

Under the House Ways and Means proposal ... proposal includes a roughly $200 million tax cut by reducing the highest income tax rate from 6.2% to 6%, reducing how much money lawmakers would ...