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The move is about “expanding access to high quality growth investing to non-accredited investors,” says Upholdings CEO Robert Cantwell.
January 8 -
The unit could fetch more than $3 billion, according to people familiar with the matter.
December 15 -
The firm, which has more than $3 trillion under management, runs dozens of mutual funds and was a pioneer in index investing.
December 11 -
Potential customers include hedge funds, crypto miners and over-the-counter trading desks
December 10 -
The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.
December 8 -
While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.
December 3 -
Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.
November 24 -
The firm expects to receive bids this month, according to a person familiar with the matter.
October 23 -
More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.
October 21 -
It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.
October 20