IvelinRadkov/iStock via Getty Images AVGV Strategy Avantis All Equity Markets Value ETF ( AVGV ) is an actively managed fund of funds launched on 06/27/2023. AVGV has a portfolio of 6 ETFs, a 12-month trailing yield of 2.14%, and an expense ratio of 0.26%. Distributions are paid quarterly. As described by Avantis , the fund exclusively invests in six value-focused ETFs, with target weights of 60% ...
IvelinRadkov/iStock via Getty Images AVGV Strategy Avantis All Equity Markets Value ETF ( AVGV ) is an actively managed fund of funds launched on 06/27/2023. AVGV has a portfolio of 6 ETFs, a 12-month trailing yield of 2.14%, and an expense ratio of 0.26%. Distributions are paid quarterly. As described by Avantis , the fund exclusively invests in six value-focused ETFs, with target weights of 60% in U.S. equities, 30% in ex-U.S. developed markets, and 10% in emerging markets. The real weights may vary in a 20% range (15% for emerging markets), as defined below. Allocation policy (AVGV prospectus) Each of these ETFs is actively managed and targets companies with higher profitability and value characteristics. Valuation is primarily measured by the adjusted book/price ratio, and profitability by the adjusted cash from operations to book value ratio. However, other metrics may be considered. I will use iShares MSCI ACWI ETF ( ACWI ) as a benchmark. Portfolio The weights on 3/20/2026 are reported below. TICKER NAME WEIGHT AVLV Avantis US Large Cap Value ETF 36.63% AVIV Avantis International Large Cap Value ETF 18.15% AVUV Avantis US Small Cap Value ETF 17.83% AVES Avantis Emerging Markets Value ETF 10.39% AVDV Avantis International Small Cap Value ETF 9.59% AVMV Avantis US Mid Cap Value ETF 7.31% Click to enlarge U.S. equities represent 61.8% of assets (62.7% in ACWI), followed by Japan at about 7% (5.2% in ACWI). No other country weighs more than 4% in AVGV or the benchmark. Compared to ACWI, AVGV greatly downplays technology, offering a balanced sector breakdown with the top five sectors between 13% and 16%, as plotted below. AVGV sector breakdown (chart: author; data: Avantis, iShares) Fundamentals In accordance with the strategy description, AVGV has solid value characteristics. It is much cheaper than ACWI based on valuation ratios and has lower growth rates, as reported below. AVGV ACWI P/E TTM 15.89 23.23 Price/Book 2.05 3.5 Price/Sales 1.11 2.76 Price/Cash Flow ...
syahrir maulana/iStock via Getty Images Market Review Value stocks led U.S. markets higher in the fourth quarter, with large-cap value broadly outperforming growth counterparts. Artificial intelligence (AI) remained a dominant performance driver. Yet, significant multiple expansion across the AI trade helped to prompt emerging signs of market broadening, as investors diversified into a wider range...
syahrir maulana/iStock via Getty Images Market Review Value stocks led U.S. markets higher in the fourth quarter, with large-cap value broadly outperforming growth counterparts. Artificial intelligence (AI) remained a dominant performance driver. Yet, significant multiple expansion across the AI trade helped to prompt emerging signs of market broadening, as investors diversified into a wider range of more attractively priced companies delivering above-expectations earnings growth. Cyclically sensitive stocks, however, largely continued to lag. Federal Reserve rate cuts and resilient U.S. economic growth provided a supportive backdrop, encouraging investors to look ahead to broadening fundamental strength across a wider set of end markets. Performance The Virtus Ceredex Small-Cap Value Equity Fund returned +2.28% (Class I) for the quarter compared to the Russell 2000® Value Index's return of +3.26%. The largest sector contributors were information technology, energy, and industrials stock selection. The main sector detractors were underweight healthcare exposure and financials and materials stock selection. Bruker and Amkor Technology were among the top contributors. Scientific instruments firm Bruker ( BRKR ) rebounded after selling off sharply last quarter. The stock was supported by strong biotech sector performance and increased drug trial spending. The company also continued to move past DOGE cut concerns, with academic and government demand coming back. We held steady with the stock based on its strong fundamentals and upbeat outlook. Semiconductor product packaging and test services provider Amkor Technology ( AMKR ) outperformed, delivering above-expectations earnings and revenue driven by the surge in chip spending and its key role in the AI supply chain. We added to the position, viewing a long runway for continued growth. Bath & Body Works and AAON were among the largest stock detractors. Specialty retail company Bath & Body Works ( BBWI ) declined on disa...
Sunraycer Renewables, LLC ("Sunraycer"), a leading utility-scale developer, owner, and operator of solar and energy storage projects, today announced the execution of two long-term Power Purchase Agreements (PPAs) with Google for the Lupinus and Lupinus 2 solar projects in Texas.
Sunraycer Renewables, LLC ("Sunraycer"), a leading utility-scale developer, owner, and operator of solar and energy storage projects, today announced the execution of two long-term Power Purchase Agreements (PPAs) with Google for the Lupinus and Lupinus 2 solar projects in Texas.
Argo Biopharmaceutical Co., Ltd. (Argo Biopharma), a clinical-stage small interfering RNA (siRNA) therapeutics company, is proud to have been named to Fast Company's list of the World's Most Innovative Companies of 2026. This year's list highlights businesses that are shaping industry and culture through their innovations.
Argo Biopharmaceutical Co., Ltd. (Argo Biopharma), a clinical-stage small interfering RNA (siRNA) therapeutics company, is proud to have been named to Fast Company's list of the World's Most Innovative Companies of 2026. This year's list highlights businesses that are shaping industry and culture through their innovations.
GRAND RAPIDS, Mich., March 24, 2026--Woodchuck, the climate impact startup reinventing how construction wood waste is managed, has been named one of Fast Company’s Most Innovative Companies for 2026, ranking no. 4 in the Small and Mighty: Fewer than 50 Employees category. The annual list recognizes organizations that are redefining industries, advancing technology, and driving measurable impact ac...
GRAND RAPIDS, Mich., March 24, 2026--Woodchuck, the climate impact startup reinventing how construction wood waste is managed, has been named one of Fast Company’s Most Innovative Companies for 2026, ranking no. 4 in the Small and Mighty: Fewer than 50 Employees category. The annual list recognizes organizations that are redefining industries, advancing technology, and driving measurable impact across the global economy. Woodchuck joins the ranks of companies such as Google, Nvidia, Adidas, and
With more global conflicts brewing and artificial intelligence reshaping modern warfare , defense tech investing is ascendant. That’s presented an opportunity for Overmatch Ventures , which is raising a $250 million fund to bet on startups working on products like drones, spacecraft and portable renewable energy. With the new funding, Texas-based Overmatch is also adding a third general partner: M...
With more global conflicts brewing and artificial intelligence reshaping modern warfare , defense tech investing is ascendant. That’s presented an opportunity for Overmatch Ventures , which is raising a $250 million fund to bet on startups working on products like drones, spacecraft and portable renewable energy. With the new funding, Texas-based Overmatch is also adding a third general partner: Morgan Hitzig , a Navy officer who was previously an investor at Venrock. Overmatch focuses on early-stage investments in defense and so-called frontier research, including space startups, quantum technology and robotics. General Partner Evan Loomis describes its focus as the “intersection of deep tech and the geopolitical competition.” The firm is led by Loomis, co-founder of construction firm ICON Technology Inc. and holding company Saturn Five; Jordan Blashek, a Marine combat veteran and former investor at Roadrunner Venture Studios ; and now Hitzig, who also previously worked with the New York Police Department on counterterrorism. Overmatch’s portfolio companies include autonomous vehicle startups like Saronic Technologies and Overland AI Inc., space companies like Impulse Space Inc., and energy upstarts including Base Power Inc. and Exowatt Inc. It’s also an investor in Elon Musk ’s xAI. Startups that work with hardware and the physical world, as well as those pushing forward what’s possible with software, will help the US maintain an edge in the global race for technological advantage, Blashek said. “These technologies are at the center of this growing competition between superpowers, because ultimately these technologies are what keep us secure, free and prosperous,” he said. The latest cash influx will constitute the firm’s second fund, which will focus on very early startups up to Series A companies. A portion of the fund will also be used to incubate new startups — identifying promising ideas and recruiting founders to lead the businesses.
TROY, Mich., March 24, 2026--JD Power: EV Home Charging Costs Rise and Satisfaction Falls, but Few EV Owners Take Advantage of Scheduled Charging or Smart Charging Programs
TROY, Mich., March 24, 2026--JD Power: EV Home Charging Costs Rise and Satisfaction Falls, but Few EV Owners Take Advantage of Scheduled Charging or Smart Charging Programs
HOBOKEN, N.J., March 24, 2026--NiCE (Nasdaq: NICE) today announced that it has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. NiCE ranked 11th in the Applied AI category in this list, alongside a total of 720 recognized honorees across ...
HOBOKEN, N.J., March 24, 2026--NiCE (Nasdaq: NICE) today announced that it has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. NiCE ranked 11th in the Applied AI category in this list, alongside a total of 720 recognized honorees across 59 sectors and regions.
PITTSBURGH, March 24, 2026--Gather AI is proud to be named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
PITTSBURGH, March 24, 2026--Gather AI is proud to be named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
WINKLER, Manitoba, March 24, 2026--Thunderstruck Ag is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
WINKLER, Manitoba, March 24, 2026--Thunderstruck Ag is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
FORT LAUDERDALE, Fla., March 24, 2026--Citrix, a Cloud Software Group company, today announced new browser‑native security capabilities developed in partnership with Google to help organizations securely enable access from unmanaged and third‑party devices. The latest enhancements extend Citrix Secure Access™ with Chrome Enterprise, delivering stronger protection against data loss and malware risk...
FORT LAUDERDALE, Fla., March 24, 2026--Citrix, a Cloud Software Group company, today announced new browser‑native security capabilities developed in partnership with Google to help organizations securely enable access from unmanaged and third‑party devices. The latest enhancements extend Citrix Secure Access™ with Chrome Enterprise, delivering stronger protection against data loss and malware risks without requiring endpoint agents, device control, or changes to how users work.
Bank of Montreal plans to offer tokenized cash services and deposits to institutional clients, allowing them to move money around more easily at any time. The Canadian bank is launching the service through the network of CME Group Inc. , the largest US derivatives exchange. “Clients will be able to move funds continuously when markets demand it, not when banking hours allow it,” Derek Vernon, the ...
Bank of Montreal plans to offer tokenized cash services and deposits to institutional clients, allowing them to move money around more easily at any time. The Canadian bank is launching the service through the network of CME Group Inc. , the largest US derivatives exchange. “Clients will be able to move funds continuously when markets demand it, not when banking hours allow it,” Derek Vernon, the bank’s head of North American treasury and payment solutions, said in a statement Tuesday. Financial firms and exchanges are looking for ways to expand the hours in which they can trade and move assets. Tokenization, which creates digital representations of real-world assets on a blockchain, has been touted as a solution for the problem of moving trading and collateral around the clock. Tokenized cash is an institutional settlement service. BMO and CME plan to launch it in the second half of the year, pending regulatory approval. Once they do so, regulated financial firms and commercial banks that are clients of both the firms will be able to use the service to settle trading, margin calls and collateral 24 hours a day. Last year, CME began testing Google Cloud’s blockchain technology as it sought to improve market infrastructure amid the global shift toward all-day trading. The US exchange is moving some of its markets to the cloud before the end of the year, according to Chief Executive Officer Terry Duffy.
The Agentic AI revolution is a multi-trillion-dollar investment opportunity. While many of the top Agentic AI companies are held privately, public investors can find backdoor means to invest in them.
The Agentic AI revolution is a multi-trillion-dollar investment opportunity. While many of the top Agentic AI companies are held privately, public investors can find backdoor means to invest in them.
While Elon Musk has his fans and detractors, it’s safe to say that both camps would have to agree that, if nothing else, Musk is definitely someone who thinks outside-the-box. His announcement in February that he was making plans to move A.I. data centers into space within 30 months met with a range of reactions. ... Elon’s Big Idea Could Pop The Data Center Bubble
While Elon Musk has his fans and detractors, it’s safe to say that both camps would have to agree that, if nothing else, Musk is definitely someone who thinks outside-the-box. His announcement in February that he was making plans to move A.I. data centers into space within 30 months met with a range of reactions. ... Elon’s Big Idea Could Pop The Data Center Bubble
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of America Global Research. The bank reinstated coverage of CoreWeave with a buy rating, up from hold. It set a $100 price objective for the stock, suggesting 22% upside from Monday's close. "CoreWeave is well positioned to capture [a] share of the $79bn AI infrastructure as a s...
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of America Global Research. The bank reinstated coverage of CoreWeave with a buy rating, up from hold. It set a $100 price objective for the stock, suggesting 22% upside from Monday's close. "CoreWeave is well positioned to capture [a] share of the $79bn AI infrastructure as a service (Iaas) market," Bank of America analyst Tal Liani said in the note. "While risks exist, we believe the demand trajectory is solid in the foreseeable future." "We are constructive on CoreWeave in the medium term, as we think that over the next 12 months the company should benefit from a steady cadence of GPU deliveries, new data‑center energization, incremental reserved‑capacity signings, and continued refinancings that help support execution of the build‑out," Liani wrote. CRWV YTD mountain CRWV year to date Four hyperscalers — Alphabet, Microsoft, Meta, and Amazon — have committed nearly $700 billion in combined capex to build new AI data centers. However, CoreWeave has a proprietary software that is optimized for AI workloads, giving it an edge on competitors to capitalize on that boom, according to BofA. The cloud-computing firm also boasts "strategic alliances" with Nvidia and OpenAI, which should boost its bid to capture market share. Those attributes have led Bank of America analysts to adopt a constructive outlook on CoreWeave over the medium and longer terms. "We think that over the next 12 months the company should benefit from a steady cadence of GPU deliveries, new data‑center energization, incremental reserved‑capacity signings, and continued refinancings that help support execution of the build‑out," Liani wrote. "Over the longer term (12-24 months), we expect improving ROIC on newer cohorts, more evidence of pricing durability at renewal, and signs of platform sustainability." Bank of America's upgrade puts it in line with consensus on Wall Street. Of t...
VersaBank ( VBNK ) announced on Tuesday that the bank has entered into a definitive agreement for the sale of certain assets associated with its only bank branch in Holdingford, Minnesota, to Stearns Bank National Association. The Holdingford Sale will have de minimis impact on VersaBank's tangible book value and is expected to result in a one-time, non-cash intangible asset write-off of approxima...
VersaBank ( VBNK ) announced on Tuesday that the bank has entered into a definitive agreement for the sale of certain assets associated with its only bank branch in Holdingford, Minnesota, to Stearns Bank National Association. The Holdingford Sale will have de minimis impact on VersaBank's tangible book value and is expected to result in a one-time, non-cash intangible asset write-off of approximately $1.7 million in the second quarter of fiscal 2026. Otherwise, the transaction, which is anticipated to close in Q226, is expected to have de minimis financial implications for the bank beyond the contribution to efficiency. "The sale of our only retail bank branch back to Stearns Bank is consistent with our highly efficient branchless, partner-based, digital banking model, and the resulting cost savings will contribute to our operating leverage as we continue to steadily ramp up our Structured Receivable Program business in the U.S., " said David Taylor , founder and president of VersaBank. "The efficiency of our U.S. operations has already surpassed that of our Canadian operations. As a cloud-based bank with one of the most unique operating models in North America , we are well positioned to continue to drive an enhanced efficiency ratio to industry-leading levels." Source: Press Release More on VersaBank Historical earnings data for VersaBank Dividend scorecard for VersaBank Financial information for VersaBank
Karyopharm Therapeutics ( KPTI ) announced a $30M private placement specifically with RA Capital and an additional ~$44M of gross proceeds if the accompanying warrants are exercised in full. In the private placement, the company agreed to sell ~1.03M shares at a price of $6.785 per share, ~3.39M pre-funded warrants at a price of $6.7849 per pre-funded warrant, and accompanying warrants to purchase...
Karyopharm Therapeutics ( KPTI ) announced a $30M private placement specifically with RA Capital and an additional ~$44M of gross proceeds if the accompanying warrants are exercised in full. In the private placement, the company agreed to sell ~1.03M shares at a price of $6.785 per share, ~3.39M pre-funded warrants at a price of $6.7849 per pre-funded warrant, and accompanying warrants to purchase ~4.42M shares with an exercise price of $10.00 per share. The proceeds will be used for general corporate purposes, including to support the company's ongoing and planned clinical trial activities. The private placement is expected to close on or about March 26, 2026. The stock price jumped ~18% to $7.81 on Tuesday during pre-market hours of trading. More on Karyopharm Therapeutics Karyopharm Therapeutics Inc. (KPTI) Q4 2025 Earnings Call Transcript Karyopharm Therapeutics Inc. 2025 Q4 - Results - Earnings Call Presentation Karyopharm signals $130M–$150M revenue target for 2026 with pivotal myelofibrosis data readout ahead Karyopharm Therapeutics GAAP EPS of -$5.71 misses by $3.67, revenue of $34.08M beats by $0.92M Seeking Alpha’s Quant Rating on Karyopharm Therapeutics