Latest news with #PrivateCapital
Yahoo
7 days ago
- Business
- Yahoo
Private Capital's Strategic Moves: First American Financial Corp Leads with 1.36% Portfolio Impact
Insights into Private Capital (Trades, Portfolio)'s Second Quarter 2025 13F Filing Warning! GuruFocus has detected 3 Warning Sign with QNST. Private Capital (Trades, Portfolio) recently submitted its 13F filing for the second quarter of 2025, offering a glimpse into its strategic investment decisions during this period. Founded by Bruce Sherman in 1986, Private Capital (Trades, Portfolio) Management has a rich history in value investing. Sherman, a Certified Public Accountant, initially worked with the Collier Family, managing their investments. After his retirement in 2009, Gregg J. Powers took over as CEO. Powers, who began his career as a healthcare analyst at Raymond James Financial, joined Private Capital (Trades, Portfolio)'s investment research team in 1988. The firm adheres to a value investing philosophy, focusing on acquiring stocks at 40% below their intrinsic value, managing downside risk, and leveraging research and patience for long-term portfolio gains. Summary of New Buy Private Capital (Trades, Portfolio) added a total of 14 stocks, among them: The most significant addition was First American Financial Corp (NYSE:FAF), with 229,028 shares, accounting for 1.36% of the portfolio and a total value of $14.06 million. The second largest addition to the portfolio was Papa John's International Inc (NASDAQ:PZZA), consisting of 38,800 shares, representing approximately 0.18% of the portfolio, with a total value of $1.90 million. The third largest addition was Molson Coors Beverage Co (NYSE:TAP), with 21,700 shares, accounting for 0.1% of the portfolio and a total value of $1.04 million. Key Position Increases Private Capital (Trades, Portfolio) also increased stakes in a total of 57 stocks, among them: The most notable increase was Ligand Pharmaceuticals Inc (NASDAQ:LGND), with an additional 81,128 shares, bringing the total to 229,253 shares. This adjustment represents a significant 54.77% increase in share count, a 0.89% impact on the current portfolio, with a total value of $26.06 million. The second largest increase was International Business Machines Corp (NYSE:IBM), with an additional 24,419 shares, bringing the total to 36,901. This adjustment represents a significant 195.63% increase in share count, with a total value of $10.88 million. Summary of Sold Out Private Capital (Trades, Portfolio) completely exited 7 holdings in the second quarter of 2025, as detailed below: National Fuel Gas Co (NYSE:NFG): Private Capital (Trades, Portfolio) sold all 10,900 shares, resulting in a -0.09% impact on the portfolio. American Electric Power Co Inc (NASDAQ:AEP): Private Capital (Trades, Portfolio) liquidated all 6,750 shares, causing a -0.08% impact on the portfolio. Key Position Reduces Private Capital (Trades, Portfolio) also reduced positions in 41 stocks. The most significant changes include: Reduced Everi Holdings Inc (EVRI) by 322,965 shares, resulting in a -92.91% decrease in shares and a -0.48% impact on the portfolio. The stock traded at an average price of $13.98 during the quarter and has returned 4.17% over the past 3 months and 5.40% year-to-date. Reduced StoneX Group Inc (NASDAQ:SNEX) by 29,580 shares, resulting in a -10.61% reduction in shares and a -0.25% impact on the portfolio. The stock traded at an average price of $84.45 during the quarter and has returned 3.91% over the past 3 months and 39.40% year-to-date. Portfolio Overview At the end of the second quarter of 2025, Private Capital (Trades, Portfolio)'s portfolio included 162 stocks. The top holdings included 6.46% in QuinStreet Inc (NASDAQ:QNST), 5.74% in Harrow Inc (NASDAQ:HROW), 4.62% in Barrett Business Services Inc (NASDAQ:BBSI), 4.3% in Lantheus Holdings Inc (NASDAQ:LNTH), and 4.1% in BGC Group Inc (NASDAQ:BGC). The holdings are mainly concentrated in 11 industries: Financial Services, Industrials, Healthcare, Technology, Communication Services, Consumer Cyclical, Real Estate, Basic Materials, Consumer Defensive, Energy, and Utilities. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 days ago
- Business
- Yahoo
Private Capital's Strategic Moves: First American Financial Corp Leads with 1.36% Portfolio Impact
Insights into Private Capital (Trades, Portfolio)'s Second Quarter 2025 13F Filing Warning! GuruFocus has detected 3 Warning Sign with QNST. Private Capital (Trades, Portfolio) recently submitted its 13F filing for the second quarter of 2025, offering a glimpse into its strategic investment decisions during this period. Founded by Bruce Sherman in 1986, Private Capital (Trades, Portfolio) Management has a rich history in value investing. Sherman, a Certified Public Accountant, initially worked with the Collier Family, managing their investments. After his retirement in 2009, Gregg J. Powers took over as CEO. Powers, who began his career as a healthcare analyst at Raymond James Financial, joined Private Capital (Trades, Portfolio)'s investment research team in 1988. The firm adheres to a value investing philosophy, focusing on acquiring stocks at 40% below their intrinsic value, managing downside risk, and leveraging research and patience for long-term portfolio gains. Summary of New Buy Private Capital (Trades, Portfolio) added a total of 14 stocks, among them: The most significant addition was First American Financial Corp (NYSE:FAF), with 229,028 shares, accounting for 1.36% of the portfolio and a total value of $14.06 million. The second largest addition to the portfolio was Papa John's International Inc (NASDAQ:PZZA), consisting of 38,800 shares, representing approximately 0.18% of the portfolio, with a total value of $1.90 million. The third largest addition was Molson Coors Beverage Co (NYSE:TAP), with 21,700 shares, accounting for 0.1% of the portfolio and a total value of $1.04 million. Key Position Increases Private Capital (Trades, Portfolio) also increased stakes in a total of 57 stocks, among them: The most notable increase was Ligand Pharmaceuticals Inc (NASDAQ:LGND), with an additional 81,128 shares, bringing the total to 229,253 shares. This adjustment represents a significant 54.77% increase in share count, a 0.89% impact on the current portfolio, with a total value of $26.06 million. The second largest increase was International Business Machines Corp (NYSE:IBM), with an additional 24,419 shares, bringing the total to 36,901. This adjustment represents a significant 195.63% increase in share count, with a total value of $10.88 million. Summary of Sold Out Private Capital (Trades, Portfolio) completely exited 7 holdings in the second quarter of 2025, as detailed below: National Fuel Gas Co (NYSE:NFG): Private Capital (Trades, Portfolio) sold all 10,900 shares, resulting in a -0.09% impact on the portfolio. American Electric Power Co Inc (NASDAQ:AEP): Private Capital (Trades, Portfolio) liquidated all 6,750 shares, causing a -0.08% impact on the portfolio. Key Position Reduces Private Capital (Trades, Portfolio) also reduced positions in 41 stocks. The most significant changes include: Reduced Everi Holdings Inc (EVRI) by 322,965 shares, resulting in a -92.91% decrease in shares and a -0.48% impact on the portfolio. The stock traded at an average price of $13.98 during the quarter and has returned 4.17% over the past 3 months and 5.40% year-to-date. Reduced StoneX Group Inc (NASDAQ:SNEX) by 29,580 shares, resulting in a -10.61% reduction in shares and a -0.25% impact on the portfolio. The stock traded at an average price of $84.45 during the quarter and has returned 3.91% over the past 3 months and 39.40% year-to-date. Portfolio Overview At the end of the second quarter of 2025, Private Capital (Trades, Portfolio)'s portfolio included 162 stocks. The top holdings included 6.46% in QuinStreet Inc (NASDAQ:QNST), 5.74% in Harrow Inc (NASDAQ:HROW), 4.62% in Barrett Business Services Inc (NASDAQ:BBSI), 4.3% in Lantheus Holdings Inc (NASDAQ:LNTH), and 4.1% in BGC Group Inc (NASDAQ:BGC). The holdings are mainly concentrated in 11 industries: Financial Services, Industrials, Healthcare, Technology, Communication Services, Consumer Cyclical, Real Estate, Basic Materials, Consumer Defensive, Energy, and Utilities. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
Globe and Mail
23-07-2025
- Business
- Globe and Mail
Alex Ham joins Barclays as Global Chairman of Investment Banking
Barclays today announced the appointment of Alex Ham as Global Chairman of Investment Banking, based in London. This press release features multimedia. View the full release here: Mr. Ham is a proven leader who brings 20 years of experience and leadership to Barclays. He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital. In growing that franchise, Mr. Ham developed strong connectivity between European founders of high-growth companies and the leading global venture capitalists, private equity, and the public equity markets. He brings to Barclays deep connectivity in the key technology hubs around the world and strong client relationships with the entrepreneur community globally. This is critical as Barclays looks to be at the forefront of advising clients driving disruption and innovation. Commenting on the appointment, Cathal Deasy, Global Co-Head of Investment Banking at Barclays, said, 'We are excited Alex is joining Barclays and are confident he will bring to our Investment Banking franchise a unique combination of connectivity across the global growth and private capital ecosystems, with a proven track record as a trusted adviser to founder-led, high-growth companies.' Also commenting on the appointment, Taylor Wright, Global Co-Head of Investment Banking at Barclays, said, 'Alex will help us grow mindshare with venture capitalists and growth private equity investors, and deepen engagement with clients. This will further enhance the momentum in these franchises, while also contributing to our strategic objectives of growing market share in ECM and M&A.' Mr. Ham's appointment will strengthen Barclays' leading UK and European franchises across all industries. He starts in early 2026. About Barclays Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities.
Zawya
14-07-2025
- Business
- Zawya
ADIO partners with Emirates Family Office Association
Strategic partnership to streamline investor access, align private capital with the emirate's economic priorities and reinforce Abu Dhabi's position as a global hub for generational wealth Abu Dhabi, UAE – The Abu Dhabi Investment Office (ADIO) and the Emirates Family Office Association (EFOA) have signed a strategic agreement to position Abu Dhabi as the preferred destination for global family offices and ultra-high net worth individuals (UHNWIs). The agreement formalises a long-term collaboration to attract and enable long-term private capital, enhance the emirate's wealth management ecosystem and support its economic vision. The partnership brings together ADIO's mandate to spearhead Abu Dhabi's economic transformation with EFOA's international family office networks and its expertise in policy dialogue, business development and wealth preservation. The two entities will work jointly to promote Abu Dhabi's compelling value proposition for family offices, delivering a more seamless, investor-led ecosystem for the deployment and long-term presence of capital in the region. At the heart of the agreement is a commitment to reduce friction for incoming investors. ADIO will provide investors with tailored support, ranging from market entry and business licensing to lifestyle integration and strategic partnerships. EFOA will identify and refer qualified investors, facilitate international introductions and co-develop investment propositions in high-growth sectors aligned with Abu Dhabi's long-term vision. H.E. Hareb Al Mheiri, Executive Director of the Investor Growth Sector, ADIO, said: 'This partnership reflects Abu Dhabi's role as a stable, credible and forward-looking hub for UHNWIs and global capital. By working closely with the Emirates Family Office Association, we are not only enhancing entry, we are also raising the ambition for family offices to contribute to global economic transformation from the emirate." The agreement also establishes a coordinated calendar of high-level investor delegations, private forums and strategic roadshows to position Abu Dhabi as a nexus for generational capital. These engagements will showcase the emirate's distinct value proposition, from economic stability to progressive regulations and access to high-growth markets across the Middle East, Asia and Africa. Adam Ladjadj, Founder and Vice Chairman at Emirates Family Office Association, commented: 'Family offices today are global operators looking for more than tax efficiency—they want trusted environments where capital, talent and ideas converge. Abu Dhabi offers that rare combination of access, vision and continuity. Our partnership with ADIO is designed to meet that demand, with investors at the centre of the strategy." In addition to supporting the capital inflows, ADIO and EFOA will collaborate on policy dialogue and regulatory innovation, ensuring Abu Dhabi addresses the evolving priorities of international investors while reinforcing its role as a partner of choice for wealth preservation and long-term value creation. About the Abu Dhabi Investment Office (ADIO): The Abu Dhabi Investment Office (ADIO) is the government vehicle responsible for accelerating Abu Dhabi's growth and enabling the emirate's economic transformation. Through comprehensive support services, ADIO enables both local and foreign investors to shape industries of the future set to transform liveability, technology, resources, and value-added services. Initiatives focused on supporting tourism and retail development, as well as public-private partnerships, ensure that community well-being is at the centre of Abu Dhabi's economic transformation. With a robust network of investors, strong collaboration with key stakeholders, and a global presence, ADIO is committed to empowering those who invest with Abu Dhabi to make a lasting global impact. About Emirates Family Office Association: The Emirates Family Office Association is an independent, not-for-profit, membership organisation designed to support the UAE and global family office communities. EFOA strives to provide resources, education, and support to family offices, with no associated membership fees, while fostering collaboration and innovation among its member organisations.
Yahoo
15-05-2025
- Business
- Yahoo
Private Capital's Strategic Moves: Significant Reduction in Everi Holdings Inc.
Warning! GuruFocus has detected 2 Warning Sign with QNST. Private Capital (Trades, Portfolio) recently submitted its 13F filing for the first quarter of 2025, offering a glimpse into its strategic investment decisions during this period. Founded by Bruce Sherman in 1986, Private Capital (Trades, Portfolio) Management has a rich history in value investing. Sherman, a Certified Public Accountant, initially worked with the Collier Family, managing their investments. After his retirement in 2009, Gregg J. Powers took over as CEO. Powers, who began his career as a healthcare analyst at Raymond James Financial, joined Private Capital (Trades, Portfolio)'s investment research team in 1988. The firm adheres to a value investing philosophy, focusing on acquiring stocks at 40% below their intrinsic value, managing downside risk, and employing patience to achieve long-term portfolio gains. Private Capital (Trades, Portfolio) added a total of 15 stocks, among them: The most significant addition was ACNB Corp (NASDAQ:ACNB), with 271,596 shares, accounting for 1.22% of the portfolio and a total value of $11.15 million. The second largest addition to the portfolio was Astronics Corp (NASDAQ:ATRO), consisting of 402,958 shares, representing approximately 1.06% of the portfolio, with a total value of $9.72 million. The third largest addition was Pioneer Bancorp Inc (NASDAQ:PBFS), with 259,904 shares, accounting for 0.33% of the portfolio and a total value of $3.04 million. Private Capital (Trades, Portfolio) also increased stakes in a total of 61 stocks, among them: The most notable increase was International Workplace Group PLC (IWGFF), with an additional 6,537,814 shares, bringing the total to 7,271,825 shares. This adjustment represents a significant 890.7% increase in share count, a 1.72% impact on the current portfolio, with a total value of $17.41 million. The second largest increase was BGC Group Inc (NASDAQ:BGC), with an additional 836,470 shares, bringing the total to 3,998,857. This adjustment represents a significant 26.45% increase in share count, with a total value of $36.59 million. Private Capital (Trades, Portfolio) completely exited 11 holdings in the first quarter of 2025, as detailed below: Visteon Corp (NASDAQ:VC): Private Capital (Trades, Portfolio) sold all 89,857 shares, resulting in a -0.84% impact on the portfolio. Shore Bancshares Inc (NASDAQ:SHBI): Private Capital (Trades, Portfolio) liquidated all 239,255 shares, causing a -0.4% impact on the portfolio. Private Capital (Trades, Portfolio) also reduced positions in 35 stocks. The most significant changes include: Reduced Everi Holdings Inc (NYSE:EVRI) by 1,351,379 shares, resulting in a -79.54% decrease in shares and a -1.92% impact on the portfolio. The stock traded at an average price of $13.65 during the quarter and has returned 2.40% over the past 3 months and 4.15% year-to-date. Reduced Jefferies Financial Group Inc (NYSE:JEF) by 117,561 shares, resulting in a -22.78% reduction in shares and a -0.97% impact on the portfolio. The stock traded at an average price of $67.88 during the quarter and has returned -25.28% over the past 3 months and -31.49% year-to-date. At the first quarter of 2025, Private Capital (Trades, Portfolio)'s portfolio included 149 stocks. The top holdings included 7.96% in QuinStreet Inc (NASDAQ:QNST), 5.59% in Lantheus Holdings Inc (NASDAQ:LNTH), 5.5% in Harrow Inc (NASDAQ:HROW), 5.15% in Barrett Business Services Inc (NASDAQ:BBSI), and 4.05% in PowerFleet Inc (NASDAQ:AIOT). The holdings are mainly concentrated in 11 industries: Financial Services, Industrials, Communication Services, Healthcare, Technology, Consumer Cyclical, Basic Materials, Real Estate, Energy, Consumer Defensive, and Utilities. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
