Instruments

Name Stock exchange Average volume Price Type
LITMAN GREGORY FUNDS TRUST - IM DOLAN MCENIRY CORPORATE BOND FUND IDMA.X

Nasdaq

- - USD Stock Litman Gregory Funds Trust - iM Dolan McEniry Corporate Bond Fund Stock

News (338)

Transcript : Jack in the Box Inc., Q2 2024 Earnings Call, May 14, 2024
Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC, Mubadala Investment Company PJSC and other co-investors completed the acquisition of remaining stake in Truist Insurance Holdings, LLC from Truist Financial Corporation. CI
Transcript : Texas Roadhouse, Inc., Q1 2024 Earnings Call, May 02, 2024
Silver Lake Technology Management, L.L.C. entered into a definitive agreement to acquire remaining 50.44% stake in Endeavor Group Holdings, Inc. from Emanuel, Whitesell, Shapiro and others for approximately $9.9 billion. CI
Ingersoll Rand Inc. (NYSE:IR) agreed to acquire ILC Dover LP from New Mountain Capital, L.L.C. for approximately $2.4 billion. CI
Cisco Systems, Inc. entered into an agreement and plan of merger to acquire Splunk Inc. from Hellman & Friedman Capital Partners X, L.P., managed by Hellman & Friedman LLC, BlackRock, Inc., The Vanguard Group, Inc., PRIMECAP Management Company and others. CI
Blackstone Management Partners L.L.C. completed the acquisition of Rover Group, Inc. from Madrona Venture Group, LLC, Foundry Ventures LLC, Menlo Ventures Management, L.P., True Wind Capital Management, L.P., Nebula Caravel Holdings, LLC and others. CI
Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC, Mubadala Investment Company PJSC and other co-investors reached a definitive agreement to acquire remaining stake in Truist Insurance Holdings, LLC from Truist Financial Corporation for $12.6 billion. CI
Transcript : Texas Roadhouse, Inc., Q4 2023 Earnings Call, Feb 15, 2024
Transcript : Restaurant Brands International Inc., Q4 2023 Earnings Call, Feb 13, 2024
New Mountain Capital, L.L.C. and CapitalG Management Company, LLC completed the acquisition of unknown majority stake in Broadcast Music, Inc. from Gray Television, Inc. for approximately $110 million. CI
Blackstone Real Estate Income Trust, Inc., Blackstone Real Estate Debt Strategies, CPPIB Credit Investments III, Inc and Rialto Management Group Llc acquired 20% stake in Commercial Real Estate loan portfolio from Signature Bridge Bank, National Association for $1.2 billion. CI
Liberty Media and SiriusXM Announce Transaction to Simplify Ownership Structure of SiriusXM PR
Affiliates of KSL Advisors, LLC completed the acquisition of Hersha Hospitality Trust (NYSE:HT) from shareholders. CI
Transcript : Jack in the Box Inc., Q4 2023 Earnings Call, Nov 21, 2023
New Mountain Capital, L.L.C. and CapitalG Management Company, LLC agreed to acquire unknown majority stake in Broadcast Music, Inc. from Gray Television, Inc. for approximately $100 million. CI
Rithm Capital Corp. completed the acquisition of Sculptor Capital Management, Inc. from shareholders. CI
Transcript : Texas Roadhouse, Inc., Q3 2023 Earnings Call, Oct 26, 2023
Transcript : Darden Restaurants, Inc., Q1 2024 Earnings Call, Sep 21, 2023
Cisco Systems, Inc. entered into an agreement and plan of merger to acquire Splunk Inc. from Hellman & Friedman Capital Partners X, L.P., managed by Hellman & Friedman LLC, BlackRock, Inc., The Vanguard Group, Inc., PRIMECAP Management Company and others for approximately $28.2 billion. CI
KKR & Co. Inc. acquired 42 percent stake in Port Arthur Liquefaction Holdings, LLC from Sempra Infrastructure Partners, LP CI
Affiliates of KSL Advisors, LLC entered into definitive merger agreement to acquire Hersha Hospitality Trust (NYSE:HT) from shareholders for approximately $1.4 billion. CI
Transcript : The Wendy's Company, Q2 2023 Earnings Call, Aug 09, 2023
Transcript : Texas Roadhouse, Inc., Q2 2023 Earnings Call, Jul 27, 2023
Ryman Hospitality Properties, Inc. completed the acquisition of JW Marriott San Antonio Hill Country Resort & Spa from Blackstone Real Estate Income Trust, Inc. CI
Workhorse : STIPULATION OF SETTLEMENT - Form 8-K PU
Abu Dhabi Investment Authority, GIC Real Estate, Inc. and Centerbridge Partners, L.P. on behalf of one or more funds or other entities managed by its affiliates completed the acquisition of remaining 85.2% stake in in INDUS Realty Trust, Inc. from a group of shareholders. CI
Transcript : Darden Restaurants, Inc., Q4 2023 Earnings Call, Jun 22, 2023
An affiliate of private equity funds managed by Blackstone Inc. (NYSE:BX) alongside Abu Dhabi Investment Authority acquired Cvent Holding Corp. for an enterprise value of approximately $4.6 billion. CI
Ryman Hospitality Properties, Inc. entered into a definitive agreement to acquire JW Marriott San Antonio Hill Country Resort & Spa from Blackstone Real Estate Income Trust, Inc. for $800 million. CI
Transcript : The Wendy's Company, Q1 2023 Earnings Call, May 10, 2023
Funds managed by Stone Point Capital LLC along with Mubadala Investment Company PJSC and other co-investors completed the acquisition of a 20% stake in Truist Insurance Holdings, Inc. from Truist Financial Corporation. CI
KKR & Co. Inc. agreed to acquire an unknown stake in Port Arthur Liquefaction Holdings, LLC from Sempra Infrastructure Partners, LP. CI
An affiliate of private equity funds managed by Blackstone Inc. (NYSE:BX) alongside Abu Dhabi Investment Authority entered into a definitive agreement to acquire Cvent Holding Corp. from funds of Vista Equity Partners Management, LLC and others for $4.3 billion. CI
New Mountain Capital, L.L.C. completed the acquisition of Applied, Food and Enterprise Services businesses of PerkinElmer, Inc.. CI
Rithm Capital Corp. entered into a definitive agreement to acquire Sculptor Capital Management, Inc. from shareholders for approximately $580 million. CI
Transcript : The Wendy's Company, Q4 2022 Earnings Call, Mar 01, 2023
Funds managed by Stone Point Capital LLC along with Mubadala Investment Company PJSC and other co-investors agreed to acquire a 20% stake in Truist Insurance Holdings, Inc. from Truist Financial Corporation for $1.95 billion. CI
Transcript : The Wendy's Company, Q4 2022 Earnings Call, Jan 13, 2023
GIC Real Estate, Inc. and Centerbridge Partners, L.P. on behalf of one or more funds or other entities managed by its affiliates made a non-binding proposal to acquire remaining stake in INDUS Realty Trust, Inc. from Monarch Alternative Capital LP and others for approximately $580 million. CI
Elon R. Musk completed the acquisition of remaining 90.4% stake in Twitter, Inc. from Al waleed bin Talal, Kingdom Holding Company, The Vanguard Group, Inc. and others. CI
Optum, Inc. completed the acquisition of Change Healthcare Inc. from Blackstone Capital Partners VI, L.P., other funds managed by The Blackstone Group Inc. (NYSE:BX), Camber Capital Management LLC and others in a merger of equals transaction. CI
Google LLC completed the acquisition of Mandiant, Inc. from a group of shareholders. CI
Transcript : The Wendy's Company, Q2 2022 Earnings Call, Aug 10, 2022
New Mountain Capital, L.L.C. entered into a definitive agreement with the intention to acquire Applied, Food and Enterprise Services businesses of PerkinElmer, Inc. for $2.5 billion. CI
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Companies (6)

HEAVY MINERALS LIMITED 3 M $
Logo Heavy Minerals Limited

Heavy Minerals Limited is an Australia-based industrial mineral exploration company. The Company’s projects are prospective for industrial minerals including Garnet, Zircon, Rutile and Ilmenite. Its projects consist of Port Gregory Garnet project, Red H ...

NOXEL CORP. 16 100 $
Logo Noxel Corp.

Noxel Corp. is an early-stage real estate investment and business acquisition investment company. The Company acquires, builds, manages, holds, leases, and disposes of certain hi-tech and business assets. The Company intends to invest in single and multi- ...

GOLDEN SPIKE RESOURCES CORP. 5 M $
Logo Golden Spike Resources Corp.

Golden Spike Resources Corp. is a Canadian mineral exploration company. The Company is focused on identifying, acquiring and unlocking value in mineral opportunities in Canada and other low-risk jurisdictions. The Company holds the rights to acquire 100% ...

INVENTIS LIMITED 2 M $
Logo Inventis Limited

Inventis Limited is an Australia-based diversified company. The Company is involved in the designing, manufacturing, selling and marketing of products and services. The Company has three divisions: Technology, Furniture and Rugged solutions. Technology di ...

QX RESOURCES LIMITED 10 M $
Logo QX Resources Limited

QX Resources Limited is focused on exploration and development of battery minerals, with hard rock lithium assets in Western Australia (WA), and gold assets in Queensland. Its lithium portfolio is centered around WA's prolific Pilbara province, where it h ...

HIPO RESOURCES LIMITED 10 M $
Logo Hipo Resources Limited

QX Resources Limited is focused on exploration and development of battery minerals, with hard rock lithium assets in Western Australia (WA), and gold assets in Queensland. Its lithium portfolio is centered around WA's prolific Pilbara province, where it h ...


Insiders

Picture Gregory Bartlett
Gregory Bartlett

Gregory Bartlett is SVP-Technology, Engineering & Quality at GLOBALFOUNDRIES, Inc. He is also on the board of Ineda Systems, Inc. and Carbice Corp. and Member of The Society of Semiconductor Industry Seniors. In the past he held the position of Vice President-Design Technology at Freescale Semiconductor, Inc., Principal at Motorola, Inc. and Chairman at Semiconductor Research Corp. He received an undergraduate degree from Kansas State University.



Picture Robert Addison Bartlett
Robert Addison Bartlett

Robert Addison Bartlett currently works at The F.A.
Bartlett Tree Expert Co., as Chairman & Chief Executive Officer, The F.A.
Bartlett Tree Expert Co., as Chairman, Chief Executive Officer & Director, The F.A.
Bartlett Tree Expert Co. Ltd., as Director from 1994, The New York Botanical Garden, as Trustee, and The Morton Arboretum, Inc., as Trustee.


Picture Marshall L. Bartlett
Marshall L. Bartlett

Mr. Marshall L.
Bartlett
is a Senior Vice President & Portfolio Manager at Argent Trust Co. (Tennessee).
He became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent.
As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships.
These functions also included serving as lead manager for the firm’s Dividend Growth Portfolio.
He continues to manage this strategy at Argent and is also a leading member of the Equity Strategy workgroup.
Prior to joining Independence Trust Company, he was a service manager for Aspect Communications, responsible for maintaining the company’s premier client relationships and managing a team of fifteen employees.
He received his B.S.
in Economics and Business Administration from Vanderbilt University.
He received an MBA from the Massey School of Business at Belmont University.
He concentrated his studies in Finance while achieving his MBA, including classes on mutual fund analysis as well as stock and bond valuation.






Picture Alan Bartlett
Alan Bartlett

Mr. Alan Bartlett is a Chief Investment Officer at Templeton Global Advisors Ltd., a Chairman at Goodhart Partners LLP.
He is the Founding member of the Goodhart team in 2009, serves as Chairman of both the Goodhart Partners Board and Volunteer Park Capital Fund Investment Committee.
He was previously Chief Executive Officer at Goodhart having led its creation through the management buyout of WestLB Mellon Asset Management’s institutional multi-manager team.
Mr. Bartlett was also Chief Investment Officer at Templeton Global Equity Group (TGEG), having assumed this position in October 2019.
Prior to Goodhart, he was Chief Investment Officer of the multi-manager team at WestLB Mellon Asset Management (“WMAM”).
He joined WMAM in September 2005 from MM Asset Management, where he was Director of Research, responsible for manager research and fund construction across a broad range of multi-manager funds.
Before MM Asset Management, Mr. Bartlett was Head of Manager Research at Aon Investment Consulting in London, and Head of Manager Research at Hymans Robertson Actuaries & Consultants in Glasgow.
He has an MSc in Investment Analysis and a BA (Honors) in Economic Policy, both from the University of Stirling, Scotland.

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