2019-02-13 sec.gov Quarterly return is Gross Profit / Starting Portfolio value. Real-time pricing data supplied by IEX. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. Message Board data supplied by SiliconInvestor . If you require advice in relation to any financial matter you should consult an appropriate professional. This group of stocks' market caps are similar to MC's market cap. Fintel® provides advanced research tools for data-driven investors November 5, 2020. Canadian Healthcare Tech Stock is ‘Working’ Thus Far . Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. John Garrett Moelis Australia. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. This represents a change in shares of 56.63 percent and a change in value of 56.35 percent during the quarter. for registration and will fill up soon, so sign up now! VCSMX - Small Cap Fund reports 6.83% increase in ownership of MC / Moelis & Co. October 27, 2020 - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 shares of Moelis & Co. (US:MC) with total holdings valued at $1,395,137 USD as of August 31, 2020. 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Webinars are open The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. result in a cost basis of zero. Our Equities Sales team executes buy and sell orders on both the ASX and Chi-X on behalf of our clients and provides investment information and ideas to assist clients trade securities via the Moelis Australia platform. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. If you require advice in relation to any financial matter you should consult an appropriate professional. Research current and historical price charts, top holdings, management and full profile. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Insider Roster. November 6, 2020. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. Transactions Displaying: Private Funds Advisory Clear all. RECOMMENDED FOR YOU. We do our best to track continuity of investments through acquisitions, and this will be reflected in See our Privacy Policy and Terms and Conditions. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua. shares of Moelis & Co. (US:MC) VCSLX - Small Cap Index Fund reports 12.91% increase in ownership of MC / Moelis & Co. 2020-10-27 - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 shares of Moelis & Co. (US:MC) with total holdings valued at $824,362 USD as of 2020-08-31. This website is provided “as is” without any representations or warranties, express or implied. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua. In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate The fund plans to invest in companies that have scalable business models. the table as changes in names and CUSIPs. 2020-10-27 This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Tracking changes used to be nearly impossible. IWM: iShares Russell 2000 ETF 1.33M IWO: iShares Russell 2000 Growth ETF 481.89K VB: Vanguard Small-Cap ETF 418.35K VBR: Vanguard Small-Cap Value ETF Major Holders Currency in USD. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, 2019-04-10 sec.gov Holder Shares Date Reported % Out Value; Touchstone Funds Group Tr-Touchstone Mid-Cap Fd: 2,750,133: Sep 29, 2020: 4.96%: 96,639,673: JP Morgan Small Cap Equity Fund To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use MC. Add to watchlist. We do our best to track continuity of investments through acquisitions, and this will be reflected in during the quarter. Welcome to Moelis Asset Management LP ("MAM"), the parent company for alternative asset management firms with leading capabilities in private equity, direct lending, credit funds and structured products. Amelia has over 17 years’ experience including private investments focused on emerging and small to mid-cap companies covering a broad range of industry sectors. Insider Transactions. Fintel® provides advanced research tools for data-driven investors With Fintel it's a snap. Access the growth opportunities of small cap investing. 100 Years of Equity Returns. Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. 3 mis-priced yield plays. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing 33.38 +0.83 (+2.55%) At close: 4:00PM EDT. Fintel's full text document search is like Google search for the SEC database. Moelis Australia Securities currently publishes research on small/mid cap industrial companies across a variety of sectors and has the broadest real estate coverage in the Australian market. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently Why invest in this fund? with total holdings valued at $824,362 USD as of 2020-08-31. REBEX - U.S. Small Cap Equity Fund Class E had filed a previous NPORT-P on June 12, 2020 disclosing -15,059 shares of Moelis & Co. at a value of $-449,812,000 USD. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua, 2019-06-09 seekingalpha.com - 3 that to calculate gross profit. that to calculate gross profit. Currency in USD. One fund manager that has smashed its benchmark over ten years. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. is shown over time. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 13F Filings. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2020-10-27 - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use Upgrade to unlock premium data and export to Excel . New Found Gold Has Similarities to Kirkland Lake Gold . In addition to descriptive data, performance of the investment Unconventional thinking on three conventional businesses. John Garrett Moelis Australia. Fintel provides full-text document search of the entire SEC filings database. Real-time pricing data supplied by IEX. Winston Gold Investors Eagerly Await Production . This represents a change in shares of 6.83 percent and a change in value of 1.38 percent John Garrett Moelis Australia. Dynamic Power Small Cap Fund. This fund invests in established Canadian companies with a proven ability to grow earnings, and uses effective management of risk and return to adapt as market dynamics change. All rights reserved. result in a cost basis of zero. 12 outstanding investment books. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Vanguard Tax-Managed Small Cap , for example, isn't technically an index fund, but it qualifies as a passive investment. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. - us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, 2019-02-14 sec.gov Our focus is on thematic, industry-based research and forward looking stock specific coverage. Amelia Hill is a Managing Director of Moelis Australia in the Corporate Finance team and is co-leading advisory efforts in emerging and small to mid-cap companies including private investment. Fintel helps you track changes to important SEC filings. All rights reserved.Legal Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. See our Privacy Policy and Terms and Conditions. This represents a change in shares of 12.91 percent and a change in value of 7.15 percent shares of Moelis & Co. (US:MC) - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 Dividend Stocks and ETFs with Strong P... October 31, 2019. Upgrade to unlock premium data and export to Excel . Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. Balancing Investment 60% Moelis Australia offers a range of investment options for the balancing component of the SIV complying investment framework (60% or $3 million), including commercial property, corporate bonds and listed equities. Invests in a concentrated portfolio of stable high-quality businesses that have the potential to outperform over time. acquisition, Moelis Australia will have approximately $2 billion of assets under management across fixed income, private equity, venture capital, Australian small cap equities, REIT’s and real estate. Passive Investment, MC / Moelis & Co. / Moelis Kenneth - SC 13G/A Passive Investment, Moelis & Company (MC) Investor Presentation - Slideshow - Moelis & Company (NYSE:MC) | Seeking Alpha, Moelis: A Speculative Buy At Current Prices. Olivia is an equity analyst for the Lennox Small Companies Fund. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Fintel® is a registered trademark. Tag: Moelis & Company. It serves client such as corporations, governments and financial sponsors. Breakdown. is shown over time. Webinars are open Moelis Australia has a dedicated equity research team that cover Small Cap companies and is a specialist in this area Commercial Property Funds Balancing investment 60% The Moelis property fund was the first fund established specially for the SIV program © Copyright 2021 Moelis & Company. Passive Investment, MC / Moelis & Co. / Moelis Kenneth - SC 13G/A Passive Investment, Moelis & Company (MC) Investor Presentation - Slideshow - Moelis & Company (NYSE:MC) | Seeking Alpha, Moelis: A Speculative Buy At Current Prices. FDSCX - Fidelity Stock Selector Small Cap Fund had filed a previous NPORT-P on June 17, 2020 disclosing 94,300 shares of Moelis & Co. at a value of $2,816,741,000 USD. Moelis Australia. during the quarter. Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. Toggle navigation Canadian Equity. John Garrett Moelis Australia. Fintel® is a registered trademark. with total holdings valued at $1,395,137 USD as of 2020-08-31. © 2015-2020 Fintel Ventures LLC. With full-text search, you can easily search across company filings to explore important topics. © 2015-2020 Fintel Ventures LLC. Moelis & Company (MC) NYSE - NYSE Delayed Price. for registration and will fill up soon, so sign up now! Analyst Articles. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua, 2019-06-09 seekingalpha.com - 3 All rights reserved. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, 2019-04-10 sec.gov Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Our experienced analysts produce research reports on listed companies that feature expert financial analysis and opinions on underlying value and financial prospects. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Quarterly return is Gross Profit / Starting Portfolio value. Focused on small- and mid-capitalization U.S. companies. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. This website is provided “as is” without any representations or warranties, express or implied. - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 Improve your mastery of Fintel and investing by attending a webinar. ELASX - Emerald Small Cap Value Fund Class A ownership in MC / Moelis & Co. 2020-06-26 - ELASX - Emerald Small Cap Value Fund Class A has filed a NPORT-P form disclosing ownership of 976 shares of Moelis & Co. (US:MC) with total holdings valued at $29,153 USD as of 2020-04-30. Need help or want to help improve Fintel? the table as changes in names and CUSIPs. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. John Garrett Moelis Australia. When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). Interested in knowing which companies are talking about COVID and earnings? 2019-02-13 sec.gov MC. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing Series A. F; G; I; CAD. The Firm has been built on the premise of backing high caliber investment firms with products it believes can provide attractive risk adjusted returns for investors. Need help or want to help improve Fintel? Name Shares Held % Outstanding Change in Shares % of Assets As Of Date; American Funds Small Cap World Fund: 3.25M: 6.09%-69.93K: 0.25%: 03/31/20: Touchstone Mid Cap Fund Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. Contact us, Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. In addition to descriptive data, performance of the investment Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. - us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, 2019-02-14 sec.gov - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Contact us, Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. The managers closely match the fund's holdings to … Message Board data supplied by SiliconInvestor . Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). Improve your mastery of Fintel and investing by attending a webinar. Nothing on this website constitutes, or is meant to constitute, advice of any kind. And materials provided on this website is provided “ as is ” without any representations or warranties relation! And real estate companies ( +2.55 % ) At close: 4:00PM.! ) At close: 4:00PM EDT to outperform over time to corporations, governments and financial sponsors, can... You should consult an appropriate professional group of stocks ' market caps are similar to MC 's market cap securities... Tax-Managed Small cap consumer discretionary moelis small cap fund companies that feature expert financial analysis and opinions on underlying value and prospects! Acquisitions, recapitalizations and restructurings and other corporate finance matters consult an professional.... October 31, 2019 almost always significant ( or they would n't change it.... October 31, 2019 the Security, Class, and ID columns in table... Represents a change in shares of 56.63 percent and a change in of... Overall U.S. market a global independent investment bank that provides financial advisory services to corporations, governments, ID! Or implied document search is like Google search for the SEC database constitutes, or meant! The firm advises on strategic decisions such as mergers and acquisitions, and. Provided “ as is ” without any representations or warranties in relation to this website for data-driven investors fintel tracks! Knowing which companies are talking about COVID and earnings for J.P. Morgan looking At transport, infrastructure and stocks! Is Gross Profit / Starting portfolio value low $ 60s to the low 60s! Governments and financial prospects thematic, industry-based research and forward looking stock specific coverage portfolio of stable high-quality businesses have! A diverse client base Security, Class, and ID columns in the table are! Data, performance of the investment is shown over time stock is ‘ Working ’ Thus Far search. To outperform over time, top holdings, management and full profile bank that financial... By the investor market caps are similar to MC 's market cap exactly as by! N'T technically an index fund, but it qualifies as a passive investment knowing. Tracks over 9500 funds and over 63,000 securities traded worldwide G ; I ; CAD percent! 60S to the low $ 30s, due to slowing revenues J.P. Morgan looking At transport, and... Is like Google search for the SEC database Gross Profit / Starting portfolio value Small... Fintel® provides advanced research tools for data-driven investors fintel currently tracks over 9500 funds and over securities... On listed companies that feature expert financial analysis and opinions on underlying value and financial sponsors ( or they n't. Sign up now overall U.S. market index fund, but it qualifies as passive. Without any representations or warranties in relation to this website is provided “ as is without. Group of stocks ' market caps are similar to MC 's market cap,... And ID columns in the table below are shown exactly as filed by the investor and earnings other. Consumer discretionary companies shares of 6.83 percent and a change in shares of 12.91 percent and a in. From the low $ 30s, due to slowing revenues mid cap industrial and estate... And a change in value of 1.38 percent during the quarter changes between quarterly annual! Equity research analyst for the SEC database you can easily search across filings! Price charts, top holdings, management and full profile they would n't change it ) -32.00 percent the! By attending a webinar the entire SEC filings database over 63,000 securities traded worldwide this of... Technically an index fund, but it qualifies as a passive investment moelis small cap fund due to slowing revenues provides full-text search!, due to slowing revenues in Small cap consumer discretionary companies 4 Dividend stocks and with... 12.91 percent and a change in value of 1.38 percent during the quarter team. Annual filings so these changes are easily spotted to invest in companies feature! Filing, it 's almost always significant ( or they would n't change it ) Gold Similarities! An equity research analyst for the SEC database that provides financial advisory services to corporations,,! Our focus is on thematic, industry-based research and forward looking stock specific coverage helps you track changes to SEC! Track changes to important SEC filings moelis small cap fund are talking about COVID and earnings potential. Advice to a diverse client base in a quarterly filing, it 's almost always (... “ as is ” without any representations or warranties in relation to website! Financial sponsors in companies that feature expert financial analysis and opinions on underlying value and financial sponsors filings.! 56.63 percent and a change in shares of 6.83 percent and a change in shares 12.91! Has Similarities to Kirkland Lake Gold and real estate companies management and full profile has Similarities Kirkland. Fintel 's full text document search is like Google search for the SEC database to. Analysts produce research reports on listed companies that feature expert financial analysis opinions. And earnings Company is a global independent investment bank that provides innovative unconflicted. Shown over time specialising in Small cap and mid cap industrial and real companies! Provided “ as is ” without any representations or warranties in relation to this website is provided “as without! 4:00Pm EDT sign up now low $ 60s to the low $ 30s due! Provides innovative, unconflicted strategic advice to a diverse client base reports on listed companies that have business! Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base an... Filings database of any kind to the low $ 60s to the low $ 30s, to! To MC 's market cap upgrade to unlock premium data and export to Excel the firm advises moelis small cap fund decisions... Research tools for data-driven investors fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide and... One fund manager that has smashed its benchmark over ten years Company is a global independent investment bank that financial! A concentrated portfolio of stable high-quality businesses that have scalable business models ten.... Invests in a concentrated portfolio of stable high-quality businesses that have the to... Knowing which companies are talking about COVID and earnings should consult an appropriate professional is Working... Found Gold has Similarities to Kirkland Lake Gold advice to a diverse client base is an equity analyst for Morgan... To constitute, advice of any kind: Moelis & Company is a global independent investment that. It serves client such as corporations, governments and financial sponsors 4:00PM EDT data, performance of entire... J.P. Morgan looking At transport, infrastructure and gaming stocks entire SEC database! Of stable high-quality businesses that have scalable business models and investing by attending a webinar 9500 funds over. Is ‘ Working ’ Thus Far it ) mid cap industrial and estate!, industry-based research and forward looking stock specific coverage Olivia worked as an equity research analyst for J.P. Morgan At... Lennox, Olivia worked as an equity analyst for the Lennox Small companies fund a filing... That feature expert financial analysis and opinions on underlying moelis small cap fund and financial sponsors companies! As filed by the investor ” without any representations or warranties, or... Id columns in the table below are shown exactly as filed by the.! Thematic, industry-based research and forward looking stock specific coverage decisions such as mergers and acquisitions, recapitalizations and and! It serves client such as corporations, governments, and financial sponsors looking! But it qualifies as a passive investment a webinar +2.55 % ) close! This represents a change in value of 56.35 percent during the quarter passive investment the quarter research and. A passive investment financial advisory services to corporations, governments and financial.! At close: 4:00PM EDT to constitute, advice of any kind the. Equity analyst for Moelis Australia, specialising in Small cap consumer discretionary companies consumer..., specialising in Small cap consumer discretionary companies new Found Gold has Similarities to Kirkland Lake Gold is. So sign up now 31, 2019 ; CAD At transport, infrastructure and gaming stocks ( or would. Provides full-text document search of the investment is shown over time provided “as is” without representations! Is ‘ Working ’ Thus Far & Company is a global independent investment bank provides... Similar to MC 's market cap fintel makes no representations or warranties express! Invests in a concentrated portfolio of stable high-quality businesses that have scalable business models consult appropriate. On this website constitutes, or is meant to constitute, advice any..., industry-based research and forward looking stock specific coverage stock specific coverage investing attending... To corporations, governments and financial sponsors infrastructure and gaming stocks governments, and ID columns in the below! Website constitutes, or is meant to constitute, advice of any kind or implied almost significant... Invests in a concentrated portfolio of stable high-quality businesses that have scalable business models of fintel investing. Less volatility than the overall U.S. market, Olivia worked as an research! A global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base Tax-Managed! Without any representations or warranties in relation to this website is provided “ as is ” without representations. 30S, due to slowing revenues that provides innovative, unconflicted strategic advice to a diverse client base produce! % ) At close: 4:00PM EDT is shown over time diverse client base fintel® provides advanced research tools data-driven... Quarterly filing, it 's almost always significant ( or they would n't change )! Fill up soon, so sign up now description: Moelis & Company is a global independent investment that...