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- Diamond Hill Short Duration Securitized Bond Strategy Q2 2026 Commentary
- Diamond Hill Short Duration Investment Grade Strategy Q2 2026 Commentary
- Diamond Hill Securitized Total Return Fund Q2 2026 Commentary
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Diamond Hill Short Duration Investment Grade Strategy Q2 2026 Commentary
Diamond Hill Securitized Total Return Fund Q2 2026 Commentary
Investment Management Platform Ridgeline Raises $250M Series E
The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.
Elevation Point Stakes $750M Ex-UBS Team in Las Vegas
Jim Dickson's firm backs the Las Vegas-based Truing Capital, formerly affiliated with UBS, as it pursues an ambitious $50 billion growth target over the next two years.
Tracking David Einhorn's Greenlight Capital Portfolio - Q2 2026 Update
This Janus Henderson fund manager owns CoreWeave debt — here's why he's sticking with it
Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds, sees a buying opportunity for this 'best in class' data center play.
This five-star money manager shares three stock picks, including one betting on dying American malls
One highly rated fund manager shares some top picks, including two names many U.S. investors will be unfamiliar with.
Investment Roundup: ACORE Capital Adds Wealth Division
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
Tracking William Nygren's Harris Associates Portfolio - Q2 2026 Update
Tracking John Paulson's Paulson & Company Portfolio: Q2 2026 Update
Former LPL CEO Dan Arnold Lands at AI-Native Wealth Firm
Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.
Exclusive: Hudson Hill Capital closes CV for InXpress
'We have barely scratched the surface,' Eric Rosen, Hudson Hill's managing partner, said. The post Exclusive: Hudson Hill Capital closes CV for InXpress appeared first on PE Hub.
Bill Harris Launches AI Financial Advice App
The former PayPal and Intuit CEO’s new self-directed platform aims to democratize wealth management strategies for investors without requiring minimum balances.
Hudson Hill closes CV for InXpress; Warburg Pincus, Berkshire Partners to sell Consolidated Precision Products to GE Aer...
Exploring Hudson Hill Capital’s single-asset continuation vehicle for InXpress, an international and domestic parcel and freight services provider; Warburg Pincus and Berkshire Par...
Comvest co-founder Daniel Lee moves to Star Mountain Capital
Star Mountain Capital has appointed Daniel Lee as managing director, with a focus on investment origination and business development. Lee joins from direct lending platform Comvest...
Hightower Signature Wealth Folds in $1B Michigan RIA
The deal pushes Hightower’s nearly year-old W-2 RIA channel to over $40 billion in assets under management.
Former Portfolio Manager Sues Fidelity After Leaving for Michael Dell’s Family Office
A former semiconductor fund manager at Fidelity Investment Management has sued its parent company FMR, claiming it refused to pay him a “multimillion-dollar” compensation package a...
First Horizon Wealth Management: Staying Dynamic in a Changing Market
CIO Eric Teal discusses how the firm seeks to capitalize on growth opportunities without taking on excessive risk.
The Diamond Podcast for Financial Advisors: David Bahnsen on Building a $10.5B Business Worth Selling
David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling...
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