Morningstar’s recently published Guide to Customizing a Model Portfolio outlines best practices for modifying existing models, covering topics like adding active strategies to passive models ...
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Bob Marcotte, President, highlighted $152M in new fundings for the quarter, including six new portfolio companies. Exits and ...
CEO Chris Bogart highlighted record performance in 2024, emphasizing "blowout results" driven by high realizations and strong portfolio performance. The company achieved $327 million in net ...
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