Capital Group Dividend Value Fund is an active equity ETF beating the S&P 500 on dividend growth, yield, and performance.

Private equity funds pool investor capital to acquire and improve companies, typically with the goal of selling them at a higher value. Beyond that, the strategies employed can vary significantly ...

Disruption is accelerating across industries, driven by transformative technologies and geopolitical shifts, creating new ...

In this article I cover a strategy that identifies stocks with strong return on equity (ROE) and give you a list of stocks that currently pass the AAII Return on Equity screen. Return on equity may ...

2022 illustrated the need for a capital preservation component in investors’ portfolios. Rising interest rates created losses in fixed income that have matched losses in equities. With bonds failing ...

For best portfolio results, experts recommend diversification without being swayed by any one asset class. While asset ...

Interest in private markets is trending higher and while private equity is one of its best known components, investors favor some strategies for investing in PE over others. New research conducted ...

Two Decades of Growth Equity Investing, One Differentiated Approach Led by Aziz V. Hamzaogullari, CFA, Growth Equity Strategies Team Founder, Chief Investment Officer and Portfolio Manager Loomis, ...

For many taxpayers — especially those with variable, limited or short-term tax capacity — credit transferability provides a ...