(Bloomberg) — Julius Baer Group Ltd. reported better-than-expected inflows in the first half as new Chief Executive Officer Stefan Bollinger seeks to move on from a string of missteps. Clients added a net 7.9 billion Swiss francs ($9.9 billion) in the six months through June, exceeding the 6.5 billion francs estimated by analysts. Net income … Read more
This article was written by Follow Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, … Read more
S & P Dow Jones Indices is out with its annual survey of the performance of active fund managers, and once again the performance is dismal. Sixty-five percent of large-cap fund managers underperformed their benchmark (the S & P 500) in 2024. The long-term performance is even worse: 84% underperformed after 10 years. The SPIVA … Read more
