Moerus Capital Management LLC’s Post

While past performance is no guarantee of future results, adding private infrastructure investments to a traditional stock and bond portfolio has shown the potential to enhance returns while diversifying risk. In a recent insight from Meketa Capital, we explore the impact of private infrastructure on portfolio optimizations and highlight some key reasons why investors should consider adding these assets to their portfolios. Read more: https://lnkd.in/ghVh7ksH #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

While past performance is no guarantee of future results, adding private infrastructure investments to a traditional stock and bond portfolio has shown the potential to enhance returns while diversifying risk. In a recent insight from Meketa Capital, we explore the impact of private infrastructure on portfolio optimizations and highlight some key reasons why investors should consider adding these assets to their portfolios. Read more: https://lnkd.in/ghVh7ksH #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

Friday, October 18th, 2024 – SJC Capital Partners Update 📊 We’re managing our MESZ24 positions with a margin requirement of $2,256.50 per filled position. As of today, we have successfully filled positions at 5910, 5900, 5890, 5880, 5870, and 5860. Stay tuned as we monitor the market movement into the afternoon. For more information or inquiries, contact us at 973-713-4848 or visit sjccapitalpartners.com. #MarketUpdate #SJCPartners #SP500 #FuturesTrading #OptionsExpiration #Investing

No longer the exclusive domain of institutional investors, private investments are increasingly playing an important role in the portfolios of individual investors. In an article in Real Assets Advisor, Michael Bell, CEO of Meketa Capital, explains how the traditional barriers to entry have been lowered and how RIAs and their clients can access private markets more efficiently to move beyond the limitations of the traditional 60/40 portfolio. Check out the article: https://lnkd.in/gfkK7tqT? #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

No longer the exclusive domain of institutional investors, private investments are increasingly playing an important role in the portfolios of individual investors. In an article in Real Assets Advisor, Michael Bell, CEO of Meketa Capital, explains how the traditional barriers to entry have been lowered and how RIAs and their clients can access private markets more efficiently to move beyond the limitations of the traditional 60/40 portfolio. Check out the article: https://lnkd.in/gfkK7tqT? #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

As trading products ETFs are simple, liquid and flexible - however the surrounding data provided from issuers, in support of the trading of these ETFS is, conversely, complex and diverse. In the world of Global ETF data management, one name stands out—ULTUMUS By SIX SIX Financial Information. Our commitment to accuracy and relentless pursuit of innovation make us the trusted choice for those who seek to have the most complete and reliable point-in-time data direct from ETF issuers. Join a community of forward-thinkers who trust Ultumus to navigate the complexities of global ETF markets. Our dedication to accuracy is the bedrock upon which your success is built. Let our team tell you more about how Ultumus can help your business. https://hubs.li/Q02fzN3T0 #UltumusDifference #FinancialLeadership #DataAccuracy

Tactical Alpha Strategy | Chop Suey - Justin Collazo Maybe a semis resurgence comes at the expense of software (IGV), which has outperformed semis since mid-June. The DeMark combo 13 sell marked the high for the ratio in June, and the recent combo 13 buy appeared near the lows; now the DTL has been pierced. We think semis will continue to outperform. Read full story here: https://buff.ly/4ejWDOi For more information on our #tactical #alpha #strategy product, and other Aletheia Capital research, please contact info@aletheia-capital.com #investments #advisory #ideas #fintech #InYourCorner

This is not a recommendation (for or against) the below offer, and is intended only to raise awareness for #ISX shareholders that the offer exists. Shareholders should consider this offer in light of a potential listing on an EU Regulated market during late 2024, and their access to such a market to trade. I would encourage shareholders to consider opening accounts with a broker that can assist with trading on EU regulated markets, such as (without necessarily recommending any of these, as there are many more): www.saxo.com www.ig.com www.interactivebrokers.com www.degiro.com Whilst some Australian based brokers may be able to trade EU Regulated markets, the Company has no means to ascertain which or under what circumstances shareholders can do so. Thus, shareholders are encouraged to open an EU based broker account, or to seek alternative methods to trade or to consider offers to sell such as this one.

Charting new paths for growth at the #CEORoundtable in Montreal!   Today, our Managing Partner Richard BRUYERE joined the panel "Not your Grandmother's Asset Management" moderated by Jim McCaughan, INDEFI’s U.S. Practice Leader and Chair of the U.S. Institute by Institutional Investor   The discussion focused on how asset managers can capitalize on industry changes to capture new growth opportunities and meet evolving client needs beyond traditional comfort zones.   Stay tuned for more to come as other Indefi leaders take the stage to discuss the future of our industry.   #AssetManagement #GrowthOpportunities #Innovation  

ULTUMUS a SIX Financial Information company, has developed a custom index and basket calculation solution that precisely meets the needs of todays asset managers and financial institutions. This solution is designed to ensure your index management is not only up to date but fully customizable to reflect real time market dynamics. Our tool is built to integrate into your existing operations, supporting multiple index strategies with efficiency and reliability. By employing our custom index and basket calculation solution, you gain the flexibility to adapt quickly to market changes, which is crucial for maintaining portfolio accuracy and performance. Partnering with ULTUMUS can enhance your investment strategy and keep you ahead in the market. Learn more about our bespoke services at https://hubs.li/Q02sG28l0 #customindex #basketcalculationsolution #indexdata #fintech