Latest news with #investmentresearch
Yahoo
6 hours ago
- Business
- Yahoo
Amplify Launches Risk Assessment Tool
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Amplify Platform, a wealth management tech provider, has launched a proprietary risk analysis tool to help advisors measure risk in client portfolios. The new tool, QuantumRisk is based on the work Dr. Ron Piccinini, director of investment research at Amplify, who has a background in fat tail risk modeling. He was responsible for developing PrairieSmarts' risk management system in 2017, which was subsequently acquired by Covisum, a software company that serves RIAs. 'Over the last decade, advisors became more and more focused on trying to explain portfolio risk to their clients,' Piccinini said. 'As an advisor, your goal is to maximize some kind of return for the risk you're taking.' Piccinini said Amplify had a risk scoring tool previously, but it provided a 'vague indication' of the actual risk of underlying investments. The firm considered using something off-the-shelf, but they didn't think any of the existing tools were sophisticated enough. 'The sad reality is, we think, most of these things out there are toys, at best,' he said. QuantumRisk uses a series of risk scores across a portfolio on a scale of 0 (cash) to 1,000 (penny stocks). The S&P 500 is scored at 100. 'So I know if I have a score of 100, I'm just as risky as the market,' he said. 'If I have a score of 200, I'm twice as risky as the market. If I have a score of 50, I'm half the risk of the market.' It uses real-world probabilities and market stress scenarios, rather than relying on backward-looking models. The tool will start with risk analysis of stocks, bonds, mutual funds and ETFs. Alternatives and options are on the roadmap for future inclusion. 'What we're trying to do is just inform people about the risk of their investment, and we're not cutting any corners on statistical distributions, calculations, those types of things,' he said. 'A lot of toys/tools out there oversimplify things and give people overconfidence.'
Yahoo
5 days ago
- Business
- Yahoo
Arnold Van Den Berg's Strategic Moves: A Closer Look at Everest Group Ltd and More
Insights from the Second Quarter 2025 13F Filing Arnold Van Den Berg (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Since founding Century Management in 1974, Arnold Van Den Berg (Trades, Portfolio) has handily beaten all of the indices. Mr. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham. Arnold applies value investment strategies as his investment philosophy. His investment research seeks to determine the appraised value of a company, often referred to as intrinsic value. Investments are then made at a significant discount, normally 40% to 65% below the company's current intrinsic value. This is his margin of safety. Arnold usually holds 35-40 companies when fully invested, and invests primarily in U.S. headquartered companies. Warning! GuruFocus has detected 4 Warning Sign with PHYS. Summary of New Buy Arnold Van Den Berg (Trades, Portfolio) added a total of 10 stocks, among them: The most significant addition was Inc (NASDAQ:AMZN), with 1,442 shares, accounting for 0.09% of the portfolio and a total value of $316,360. The second largest addition to the portfolio was Energy Transfer LP (NYSE:ET), consisting of 14,797 shares, representing approximately 0.08% of the portfolio, with a total value of $268,270. The third largest addition was Enterprise Products Partners LP (NYSE:EPD), with 8,800 shares, accounting for 0.08% of the portfolio and a total value of $272,890. Key Position Increases Arnold Van Den Berg (Trades, Portfolio) also increased stakes in a total of 29 stocks, among them: The most notable increase was UnitedHealth Group Inc (NYSE:UNH), with an additional 8,793 shares, bringing the total to 18,843 shares. This adjustment represents a significant 87.49% increase in share count, a 0.78% impact on the current portfolio, with a total value of $5,878,460. The second largest increase was Generac Holdings Inc (NYSE:GNRC), with an additional 16,801 shares, bringing the total to 22,684. This adjustment represents a significant 285.59% increase in share count, with a total value of $3,248,580. Summary of Sold Out Arnold Van Den Berg (Trades, Portfolio) completely exited 2 of the holdings in the second quarter of 2025, as detailed below: Veren Inc (VRN): Arnold Van Den Berg (Trades, Portfolio) sold all 14,035 shares, resulting in a -0.03% impact on the portfolio. VanEck Preferred Securities ex Financials ETF (PFXF): Arnold Van Den Berg (Trades, Portfolio) liquidated all 50 shares, causing a -0% impact on the portfolio. Key Position Reduces Arnold Van Den Berg (Trades, Portfolio) also reduced positions in 54 stocks. The most significant changes include: Reduced Everest Group Ltd (NYSE:EG) by 8,830 shares, resulting in a -60.44% decrease in shares and a -0.99% impact on the portfolio. The stock traded at an average price of $345.29 during the quarter and has returned -1.18% over the past 3 months and -6.51% year-to-date. Reduced Exxon Mobil Corp (NYSE:XOM) by 5,792 shares, resulting in a -3.56% reduction in shares and a -0.21% impact on the portfolio. The stock traded at an average price of $107.09 during the quarter and has returned -0.75% over the past 3 months and 0.98% year-to-date. Portfolio Overview At the second quarter of 2025, Arnold Van Den Berg (Trades, Portfolio)'s portfolio included 110 stocks, with top holdings including 6.24% in Sprott Physical Gold Trust (PHYS), 4.8% in Exxon Mobil Corp (NYSE:XOM), 3.89% in Coherent Corp (NYSE:COHR), 3.86% in Berkshire Hathaway Inc (NYSE:BRK.B), and 3.82% in EQT Corp (NYSE:EQT). The holdings are mainly concentrated in 9 of the 11 industries: Technology, Energy, Financial Services, Communication Services, Healthcare, Industrials, Basic Materials, Consumer Cyclical, and Real Estate. 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
Daily Mail
6 days ago
- Business
- Daily Mail
How Grant Hackett went from terrifying his ex-wife with a violent rampage and THAT incident at Crown Casino to taking his company from being worth just $50million to $2billion
Grant Hackett has gone from smashing up a luxury Melbourne penthouse and wandering around Crown Casino in his underwear to running a $2.35billion listed company in one of the most dramatic and uplifting turnarounds in Australian sport. The Olympic champion now heads Generation Development Group, a retirement-focused financial services and investment research company that has grown its market value more than 40-fold since 2020.
Malay Mail
17-07-2025
- Business
- Malay Mail
Bursa Malaysia rebounds as bargain-hunting lifts KLCI above 1,520
KUALA LUMPUR, July 17 — Bursa Malaysia ended two days of losses to close higher on Thursday, tracking gains in the regional markets as bargain-hunting activities emerged following the recent sell-off. At 5pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) gained 9.44 points or 0.63 per cent to 1,520.94 from Wednesday's close of 1,511.50. The benchmark index opened 0.39 of a point higher at 1,511.89 and subsequently moved between 1,511.64 and 1,521.15 throughout the session. The market breadth was positive, with 547 gainers outpacing 416 decliners and 475 counters unchanged, while 1,019 were untraded and eight suspended. Turnover eased to 3.17 billion shares worth RM2.48 billion, compared with 3.18 billion shares worth RM2.44 billion on Wednesday. UOB Kay Hian Wealth Advisors Sdn Bhd's head of investment research Mohd Sedek Jantan said regional bourses recorded gains, suggesting a broader return of risk appetite. The local market was in sync with most of its regional peers — Singapore's Straits Times Index rose 0.66 per cent to 4,159.57, South Korea's Kospi advanced 0.37 per cent to 3,192.29 and Japan's Nikkei 225 gained by 0.6 per cent to 39,901.19. However, Hong Kong's Hang Seng Index inched down 0.08 per cent to 24,498.95. 'Looking ahead, attention will turn to key United States (US) economic data releases later today, with June retail sales figures and last week's jobless claims scheduled for release. 'These indicators are likely to offer further insight into the strength of US consumer spending and labour market conditions — both critical gauges for the US Federal Reserve's policy outlook and global market sentiment,' he told Bernama. Mohd Sedek also said the FBM KLCI staged a sharp rebound today as investors seized on undervalued opportunities — a timely reminder that market fear often fades faster than value does. 'Today's performance was underpinned by a technical rebound, with bargain-hunters rotating into stocks that had been heavily sold down in recent sessions,' he added. Meanwhile, Rakuten Trade Sdn Bhd equity research vice-president Thong Pak Leng said the stronger-than-expected China's gross domestic product (GDP) figures also lifted investor sentiment. 'We believe the benchmark index needs to reclaim the 1,530 level with strong volume in order to stage a sustained upward trajectory. For the moment, we anticipate the FBM KLCI to trend within the range of 1,510-1,530 towards the weekend,' he said. Among the heavyweight counters, Public Bank gained two sen to RM4.25, Tenaga Nasional added 10 sen to RM13.78 and IHH Healthcare was one sen higher at RM6.53, while Maybank and CIMB were flat at RM9.53 and RM6.50. In active trade, ACE Market debutant iCents Group gained 10 sen to 34 sen, NexG and Tanco rose half-a-sen each to 49 sen and 90 sen and Lotte Chemical Titan garnered 5.5 sen to 56 sen while Zetrix AI dropped 1.5 sen to 93.5 sen. On the index board, the FBM Emas Index increased 54.14 points to 11,425.17, the FBMT 100 Index gained 55.72 points to 11,188.37, and the FBM Emas Shariah Index added 70.02 points to 11,473.97. The FBM 70 Index went up 22.65 points to 16,544.04, while the FBM ACE Index garnered 53.90 points to 4,635.98. By sector, the Financial Services Index surged 58.59 points to 17,302.35, the Industrial Products and Services Index improved 1.36 points to 153.99, and the Plantation Index bagged 23.75 points to 7,430.54. The Energy Index inched up 3.44 points to 739.11 The Main Market volume retreated to 1.28 billion units worth RM2.08 billion from 1.38 billion units valued at RM2.11 billion on Wednesday. Warrant turnover fell to 1.38 billion units valued at RM207.39 million from 1.49 billion units worth RM213.66 million previously. The ACE Market volume increased to 512.88 million units valued at RM192.81 million, versus 304.96 million units worth RM112.71 million yesterday. Consumer products and services counters accounted for 220.49 million shares traded on the Main Market; industrial products and services (196.20 million), construction (92.47 million), technology (239.05 million), SPAC (nil), financial services (67.42 million), property (168.57 million), plantation (12.64 million), REITs (22.85 million), closed-end fund (4,200), energy (65.69 million), healthcare (78.87 million), telecommunications and media (38.44 million), transportation and logistics (40.28 million), utilities (34.28 million), and business trusts (15,600). — Bernama
Geeky Gadgets
20-06-2025
- Business
- Geeky Gadgets
Meet Mo: The AI Assistant Transforming Financial Analysis Forever
What if you could reclaim nearly a third of your workday? For Morningstar's investment analysts, this isn't a hypothetical—it's a reality. With the introduction of Mo, an AI-powered research assistant, Morningstar has transformed how its teams approach the demanding world of financial analysis. Built on the innovative LangGraph intelligence engine, Mo is more than just a tool; it's a fantastic option. By automating repetitive tasks and reducing research time by an impressive 30%, Mo enables analysts to focus on what truly matters: crafting strategies and making informed decisions. In an industry where precision and efficiency are paramount, this shift isn't just helpful—it's innovative. In this overview, Morningstar explain how Mo is reshaping the landscape of investment research. From its ability to process vast datasets with advanced natural language processing to its modular design that ensures adaptability in a rapidly evolving industry, Mo offers a glimpse into the future of financial technology. You'll discover how this AI assistant not only enhances productivity but also minimizes errors and fosters collaboration across teams. As you read on, consider this: how might tools like Mo redefine the boundaries of what's possible in your own field? Morningstar's AI-Powered Assistant How Mo Was Built: A Modular and Scalable Innovation Mo was developed by a dedicated team of engineers to address the challenge of deploying AI across Morningstar's extensive ecosystem, which includes over 60 products and supports a workforce of 12,000 employees. The team adopted a modular architecture, prioritizing scalability and adaptability to ensure seamless integration with evolving AI technologies. This forward-looking approach allows Mo to remain relevant as artificial intelligence continues to advance, making it a sustainable solution for the ever-changing financial industry. The modular design also simplifies updates and maintenance, making sure that Mo can incorporate the latest technological advancements without disrupting existing workflows. This adaptability positions Mo as a long-term asset, capable of evolving alongside the needs of investment professionals and the broader financial sector. What Mo Does: Transforming Research and Analysis Mo's primary function is to process and summarize vast amounts of investment data efficiently. It handles information from over 600,000 investments and hundreds of thousands of research articles, using advanced natural language processing (NLP) and multi-agent workflows to extract insights, refine responses, and ensure accuracy. The results are measurable and impactful: Research time reduced by 20%. by 20%. Writing time cut by 50%. by 50%. Editing errors decreased by 65%. These improvements not only save time but also enhance the quality and reliability of the insights you depend on for critical decision-making. By streamlining the research process, Mo enables you to focus on interpreting data and crafting strategies rather than being bogged down by manual tasks. Morningstar Mo Overview Watch this video on YouTube. Find more information on AI assistants by browsing our extensive range of articles, guides and tutorials. How Mo Enhances Productivity and Decision-Making For investment professionals, Mo delivers precise and actionable insights that are both accurate and verifiable. By automating time-intensive tasks like data summarization, error checking, and information synthesis, it allows you to dedicate more time to strategic analysis and client engagement. This shift in focus can lead to more informed decisions and stronger client relationships. Mo's utility extends beyond analysts. Internal teams such as client success managers, quantitative analysts, and developers have seamlessly integrated Mo into their workflows. By streamlining daily operations, Mo has proven its versatility and value across a wide range of roles within Morningstar. This broad adoption underscores its potential to enhance productivity and collaboration across the organization. Future-Proof Design: Adapting to a Dynamic Industry Mo's modular architecture ensures it remains adaptable to the rapid advancements in AI technology. This design not only supports scalability but also assists the integration of new features and capabilities as they emerge. As the financial industry continues to evolve, Morningstar can seamlessly incorporate innovative technologies into Mo, making sure it remains a valuable tool for investment professionals. The forward-thinking design also reduces the complexity of maintaining and updating the system, allowing Morningstar to focus on innovation rather than troubleshooting. This adaptability ensures that Mo will continue to meet your needs, delivering consistent value in an industry characterized by constant change. Media Credit: LangChain Filed Under: AI, Top News Latest Geeky Gadgets Deals Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.
