The ClearBridge Large Cap Growth Strategy outperformed its benchmark in the second quarter of 2023. Click here to read the full fund letter...
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Continue ReadingAtai Capital returned 8.32% in Q2 and 13.06% year-to-date (YTD) net of all fees, compared to a 16.89% total return for the S&P 500 YTD and an 8.09% total return for Russell 2000 YTD...
Continue ReadingJust because Apple is the largest company in the world doesn't mean there isn't room to grow...
Continue ReadingApple now has a "Shiller" PE of 61. That's double the present elevated metric for U.S. big caps...
Continue ReadingMeta Platforms' decision to build Threads, launching at an ideal time, with rapidly growing user count is a great call. But see why I am bearish on META stock...
Continue ReadingDisney is open to selling a stake in ESPN and is looking for a strategic partner as it prepares its transition to streaming, CEO Bob Iger said in an interview...
Continue ReadingThree sectors advanced by double digits during the second quarter. Click here to read the full fund letter...
Continue ReadingThe Oakmark Equity and Income Fund gained 5.3% in the quarter, which contrasts with the 3.2% return to the Lipper Balanced Fund Index. Click here to read the full fund letter...
Continue ReadingLOS ANGELES, July 12, 2023--Apple TV+ makes history with a record 54 Emmy Award nominations across 13 hit Apple Original titles, catapulting to the third most Emmy-nominated network in just over three years since its global launch. Apple Originals land major category nominations including Outstanding Comedy series for this year’s most Emmy-nominated comedy "Ted Lasso"; Outstanding Documentary or Nonfiction Special for "STILL: A Michael J. Fox Movie," which also leads as this year’s most Emmy-nom...
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