The Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6.97% for the index over the same period. Read more here.

Immediately following my transition out of the Navy SEAL Teams, I attended graduate school and became an entrepreneur. I ...

For convenience stores, now is the time to prepare for 2025. It’s a time when consumers want to dust off 2024 and bring in ...

One question that consistently comes across my desk is why we maintain a global value portfolio when growth stocks and U.S. markets are clearly dominating the investment landscape. The answer, quite ...

We ranked boneless wings from Applebee's, Chili's, Buffalo Wild Wings, TGI Fridays, and Wingstop based on taste and value.

The Trade Desk, Inc.'s impressive balance sheet and its ability to operate without debt adds resilience and flexibility.

Chris Davis, chairman and portfolio manager at Davis Advisors and director at Berkshire Hathaway, recently shared his ...

I like to look at top-line revenue growth and then skip everything in between to look at book value growth. This allows me to ...

There’s a reason this happens. Going short is intellectually comfortable. It’s straightforward to say, “AI will save us 10% ...

Dividend growth investing is a powerful strategy for building lasting wealth. Companies that consistently raise their ...

Hong Kong SAR’s economy is on a path of gradual but uneven recovery after a protracted period of shocks. With continued economic slack and external and domestic headwinds, policies should be geared ...

Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most ...