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SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. In the third quarter, the strategy returned -7.56% on a gross basis (-7.73% net) compared to a -5.13% return for the Russell 2000 Index and -2.96% for the […]

White Brook Capital Partners, an investment management firm, released its second-quarter 2023 investor letter. The same can be downloaded here. In the second quarter, the fund returned 16.09% compared to the Midcap 400 Index’s 4.85% and the S&P 500 Index’s 8.74% returns. Year-to-date, the fund’s NAV increased by 13.37% (net) compared to an 8.85% and 16.89% […]

The Hungarian Banking Association warned that a government measure to extend the windfall profit tax on lenders to 2024, while allowing lower payments in exchange for buying more government securities, would reduce banking sector liquidity and cut outlays for corporate investments, according to a report by state news wire MTI.

See the "alternative investments" worth looking into right now to help you diversify.

White Brook Capital Partners, an investment management firm, released its first-quarter investor letter. The same can be downloaded here.

Artisan Partners, an investment management company, released its “Artisan Global Equity Fund” fourth quarter 2022 investor letter. A copy of the same can be downloaded here.

Money is a pervasive force in life, as anyone feeling the pinch from inflation knows all too well. It’s also unpredictable, unstable, unnatural, abstract, and deeply invested with emotion, trust and politics. IDEAS explores the strange history of money and how it confounds attempts to understand and control it.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” fourth-quarter investor letter. A copy of the same can be downloaded here.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter investor letter. A copy of the same can be downloaded here.

ClearBridge Investments, an investment management company, released its “ClearBridge International Value Strategy” third quarter 2022 investor letter. A copy of the same can be downloaded here.