MarketWatch

JUNE 15, 2023

CSL said Thursday it agreed to sell its Carlisle Fluid Technologies (CFT) unit to an affiliate of private equity firm Lone Star Funds for $520 million. LLC advised Carlisle on the deal, while Guggenheim Securities LLC and Citi advised Lone Star. Carlisle Companies Inc. The deal is expected to close in the third quarter of 2023.

Portfolio 76

Portfolio Investing Investments Marketing 76

Validea

AUGUST 31, 2022

Validea captures investment models published in books or academic papers and builds stock selection models that rank stocks through each fundamental strategy. This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria.

Investing 59

Investing Investments Valuation Assets 59

Sara Grillo

DECEMBER 12, 2022

Do RIA firms give away the hard stuff for free? pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Prior to joining Guggenheim he spent 5 years at Capital Group Companies as a trader in the fixed income division.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Assets 258

Assets Investing Investments Management 258