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Business Journals
29-05-2025
- Business
- Business Journals
SecureFutures Advisory Council Drives Teen Financial Capability Forward
In today's complex financial world, teenagers face more choices—and more challenges—than ever before. SecureFutures, a Wisconsin-based nonprofit, is meeting that challenge head-on, equipping teens with critical financial education through innovative, real-world programming. Behind that mission is a group that quietly helps make it all possible: the SecureFutures Advisory Council. With deep expertise and strong community connections, this group of leaders plays a pivotal role in shaping the future of teen financial capability across the state. Comprised of top leaders from finance, education, government, and community sectors, the Council serves as both an advisory network and a bridge. Their guidance strengthens SecureFutures' impact, expands its reach, and ensures that every program reflects the evolving needs of students and the communities they represent. Members of the Advisory Council provide high-level counsel to SecureFutures leadership, helping to build strategic relationships and foster partnerships that fuel growth. They also serve as passionate advocates for the organization, elevating the importance of teen financial education across Wisconsin. Just as importantly, they help SecureFutures secure the resources necessary to ensure its continued success. Current Advisory Council members include: • Jeb Bentley, Executive Vice President and CIO, Northwestern Mutual • Nicole Best, Senior Vice President, CFO, and CAO, Heartland Advisors • Wayne Breitbarth, Speaker, author, and consultant, Power Formula for LinkedIn Success • Bill Bruss, President and CEO, WaterStone Bank • Robert Bukowski, Principal, Senior Consultant, Alpha Investment Consulting Group • Jeremy Cain, President, Wisconsin Driver Education Group • Lori Craig, Director Dream Exchange – Finance Program, UW-Milwaukee • Fred Croen, Retired Attorney, Croen Law Firm, LLC • Curt Culver, Retired CEO, MGIC • David Frieder, General Manager, Commercial Card and Virtual Payments, US Bank • Murray Friedman, Retired Director of CRM, Advocate Health • Dr. Eve Hall, President and CEO, Milwaukee Urban League • Nina V.A. Johnson, SVP/WI Branch Banking Market Leader, US Bank • Marcy Kempf, Partner, Cohen & Company • Lloyd Levin, Branch Manager, American Fidelity Mortgage Services, Inc. • Jody Lowe, President and Founder, Lowe Group • Tamara Maddente, President, First Weber • David Mancl, Director, Office of Financial Literacy, Wisconsin Department of Financial Institutions • Timothy Mattke, CEO, MGIC • John McDonald, Shareholder and Attorney, Godfrey & Kahn • Pat McDonough, SVP/CFO, Milwaukee Bucks • Ann Miletti, Chief Diversity and Inclusion Officer, Allspring Global Investments • Elmer Moore, CEO and Executive Director, WHEDA • William Nasgovitz, Chairman and CIO, Heartland Advisors • Rebecca Neumann, Professor, UW-Milwaukee • William Priebe, Portfolio Manager, Geneva Capital Management • Mark Sain, Community Member • Joe Schlidt, Managing Director of Client Special Services, Godfrey & Kahn, s.c. • Howard Schnoll, Community Member • Nathan Stading, Financial Advisor, BMO Investment Services • Mary Ellen Stanek, Founder and Managing Director, Baird Advisors • Pete Syslack, Head of RFP and Sub Advisory Services, Allspring Global Investments • Dan Tranchita, Marquette University • Sara Walker, Vice President of Investments, Catholic Financial Life • Bill Wigchers, CEO, Zilber This distinguished group represents a cross-section of Wisconsin's leadership—individuals united by a shared belief that every teen deserves the opportunity to build a strong financial foundation. Thanks to the engagement of its Advisory Council and the broader support of the business community, educators, and generous donors, SecureFutures served more than 14,000 teens in the last academic year through its programming.
Yahoo
08-05-2025
- Business
- Yahoo
Should You Expect Upside Potential in Donaldson Company (DCI)?
Heartland Advisors, an investment management company, released its 'Heartland Opportunistic Value Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 0.90% (net of bundled fees) in the quarter, compared to a 1.64% return for the Russell 3000® Value Index. Stock selection varied during the quarter, exhibiting a positive selection effect in 5 out of 11 sectors, primarily driven by Utilities and Information Technology. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as Donaldson Company, Inc. (NYSE:DCI). Headquartered in Bloomington, Minnesota, Donaldson Company, Inc. (NYSE:DCI) manufactures and sells filtration systems and replacement parts. The one-month return of Donaldson Company, Inc. (NYSE:DCI) was 3.34%, and its shares lost 10.93% of their value over the last 52 weeks. On May 7, 2025, Donaldson Company, Inc. (NYSE:DCI) stock closed at $66.15 per share with a market capitalization of $7.906 billion. Heartland Opportunistic Value Equity Strategy stated the following regarding Donaldson Company, Inc. (NYSE:DCI) in its Q1 2025 investor letter: Industrials: During the quarter, we initiated a new position in Donaldson Company, Inc. (NYSE:DCI), a leading manufacturer of industrial filtration systems. Filtration is a 'razor & razorblade' business model, with margins significantly lower on first-fit original equipment and higher on the annuity-like revenue stream from aftermarket sales. Thanks to Donaldson's long history of operating in niche markets, its business skews around 65% aftermarket and 35% first fit, providing a more stable revenue profile than traditional Industrial machinery suppliers. A close-up of a factory worker carefully installing a part on an air filtration system. Donaldson Company, Inc. (NYSE:DCI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held Donaldson Company, Inc. (NYSE:DCI) at the end of the fourth quarter, compared to 29 in the third quarter. Donaldson Company, Inc. (NYSE:DCI) reported sales of $870 million in the second quarter of fiscal 2025, down 1% year-over-year. While we acknowledge the potential of Donaldson Company, Inc. (NYSE:DCI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Donaldson Company, Inc. (NYSE:DCI) and shared the list of best mid-cap dividend aristocrat stocks. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
08-05-2025
- Business
- Yahoo
JB Hunt Transportation Services (JBHT) Had a Challenging Quarter. Here's Why
Heartland Advisors, an investment management company, released its 'Heartland Opportunistic Value Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 0.90% (net of bundled fees) in the quarter, compared to a 1.64% return for the Russell 3000® Value Index. Stock selection varied during the quarter, exhibiting a positive selection effect in 5 out of 11 sectors, primarily driven by Utilities and Information Technology. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT). J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) offers surface transportation, delivery, and logistic services in the United States. The one-month return of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) was -0.18%, and its shares lost 21.13% of their value over the last 52 weeks. On May 7, 2025, J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) stock closed at $132.95 per share with a market capitalization of $13.311 billion. Heartland Opportunistic Value Equity Strategy stated the following regarding J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) in its Q1 2025 investor letter: "Industrials. This was a challenging quarter for JB Hunt Transportation Services, Inc. (JBHT), a diversified transportation company with a focus on intermodal shipping. Customers hire Hunt to move freight in a more efficient manner than substitutes. The company owns the largest fleet of 53-foot shipping containers, which allows three ocean-freight containers to be consolidated into two Hunt containers that are moved by rail (via third party partners) and by company-owned trucks that transport containers to their final destination. Rail is the most efficient method of freight transportation, and Hunt is a key enabler of transferring semi-trailer miles onto railroads. A truck on a highway, its exhausts billowing in the air. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 47 hedge fund portfolios held J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) at the end of the fourth quarter, compared to 39 in the third quarter. While we acknowledge the potential of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) and shared the list of stocks on Jim Cramer's Radar. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
21-04-2025
- Business
- Yahoo
Do You Think Gates Industrial Corporation plc (GTES) is an All-Weather Stock?
Heartland Advisors, an investment management company, released its 'Heartland Value Plus Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 8.23% in the quarter, compared to a 7.7% loss for the Russell 2000 Value Index. The firm believes, this is a patient market, as expectations of better demand dynamics were put on hold during the quarter due to slowdown fears. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Value Plus Fund highlighted stocks such as Gates Industrial Corporation plc (NYSE:GTES). Gates Industrial Corporation plc (NYSE:GTES) manufactures and distributes engineered power transmission and fluid power solutions. The one-month return of Gates Industrial Corporation plc (NYSE:GTES) was -13.89%, and its shares lost 1.46% of their value over the last 52 weeks. On April 17, 2025, Gates Industrial Corporation plc (NYSE:GTES) stock closed at $16.93 per share with a market capitalization of $4.32 billion. Heartland Value Plus Fund stated the following regarding Gates Industrial Corporation plc (NYSE:GTES) in its Q1 2025 investor letter: "We consider Gates Industrial Corporation plc (NYSE:GTES), one of the leading global manufacturers of belts and hoses used in vehicles and industrial machines, to be an all-weather stock set up to perform well relative to small-cap Industrials in all types of macro environments. Yet the shares have fallen 21.7% since Feb. 19 along with the entire Industrial sector amid concerns of a trade war. A factory worker in a safety vest tightening a V-belt on a power transmission assembly. Gates Industrial Corporation plc (NYSE:GTES) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held Gates Industrial Corporation plc (NYSE:GTES) at the end of the fourth quarter compared to 31 in the third quarter. While we acknowledge the potential of Gates Industrial Corporation plc (NYSE:GTES) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Gates Industrial Corporation plc (NYSE:GTES) and shared The London Company Small Cap Strategy's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
21-04-2025
- Business
- Yahoo
Is FirstCash Holdings (FCFS) Poised to Benefit From The Challenging Economy?
Heartland Advisors, an investment management company, released its 'Heartland Value Plus Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 8.23% in the quarter, compared to a 7.7% loss for the Russell 2000 Value Index. The firm believes, this is a patient market, as expectations of better demand dynamics were put on hold during the quarter due to slowdown fears. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Value Plus Fund highlighted stocks such as FirstCash Holdings, Inc. (NASDAQ:FCFS). Headquartered in Fort Worth, Texas, FirstCash Holdings, Inc. (NASDAQ:FCFS) is a retail pawn store operator. The one-month return of FirstCash Holdings, Inc. (NASDAQ:FCFS) was 3.39%, and its shares lost 5.66% of their value over the last 52 weeks. On April 17, 2025, FirstCash Holdings, Inc. (NASDAQ:FCFS) stock closed at $121.44 per share with a market capitalization of $5.436 billion. Heartland Value Plus Fund stated the following regarding FirstCash Holdings, Inc. (NASDAQ:FCFS) in its Q1 2025 investor letter: "Another defensive holding is FirstCash Holdings, Inc. (NASDAQ:FCFS), a leading operator of pawn shops in the U.S. and Latin America whose core driver of earnings is pawn loan balances. But unlike THG, which can thrive despite economic circumstances, FirstCash is positioned to do well because of the challenging economy. A loan officer discussing the terms of a loan with a customer in a pawn store office. FirstCash Holdings, Inc. (NASDAQ:FCFS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held FirstCash Holdings, Inc. (NASDAQ:FCFS) at the end of the fourth quarter which was 28 in the previous quarter. While we acknowledge the potential of FirstCash Holdings, Inc. (NASDAQ:FCFS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered FirstCash Holdings, Inc. (NASDAQ:FCFS) and shared Fiduciary Management Inc.'s views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
