Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.
Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.
Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.
The long-term effects of federal policies have important implications for the securitized investment landscape. One lens to evaluate these risks? ESG analysis.
Total return strategies are designed to provide income today while aiming to build wealth for tomorrow. See how they stack up against dividend-focused approaches.