Investment Companies
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Money Market Funds • Hedge Funds • REITs
The term investment company has two distinct meanings. The
first applies to various types of investment funds and trusts, while the
second refers to Small Business Investment Companies, or SBICs.
Investment companies, in the form of mutual funds, closed-end funds, and unit investment trusts, are popular investment vehicles that offer a variety of features and benefits. Mutual funds, also known as open-end investment companies, can be structured as stock funds, bond funds, or money market funds. Most mutual funds offer new shares to the public on a continuous basis; they are required to redeem outstanding shares at any time upon request, at a price based on the current value of the fund's net assets. Closed-end funds are investment companies that issue a fixed number of shares. These shares are traded on a stock exchange. Unit investment trusts are investment companies that buy and hold a portfolio of stocks, bonds, or other securities. Real estate investment trusts (REITs) are special purpose investment companies that own, finance, and/or operate, income-producing real estate.
Small Business Investment Companies (SBICs) are financial institutions that make equity capital and long-term credit available to small, independent businesses. Since the SBIC program was created in 1958, this public/private partnership has provided financing solutions to more than 100,000 small businesses in the USA. SBICs are private sector firms licensed by the United States Small Business Administration. They typically work with small companies whose financing requirements range between $250,000 and $5 million. SBICs may qualify for government-backed long-term loans in return for pledging to finance only small businesses.
Investment News
- China-Related Tech Stocks Trading at 'Good Valuation,' Tribeca's Liu Says
Aug.19 -- Jun Bei Liu, a portfolio manager at Sydney-based Tribeca Investment Partners, talks about this week's economic events and her investment strategy. ...
Yahoo. Sunday, 19 Aug 2018. - Here's why you need to pay attention to Cava's acquisition of Zoes Kitchen
Panera Bread founder Ron Shaich heads up Act III Holdings, the investment fund that offered to help finance Cava's acquisition of Zoes. Should the deal go through, he will become chairman of the private company.
CNBC. Friday, 17 Aug 2018.
Investment Companies and Organizations
These government and private organization websites feature helpful resources for small business and mutual fund investors.- Investment Company Institute
National association of the U.S. investment company industry. Founded in 1940, its membership includes mutual funds, closed-end funds, exchange-traded funds, and unit investment trust sponsors.
www.ICI.org - Small Business Investment Companies (SBIC) Program
Overview of SBICs, public-private partnerships that contribute to an environment where America's entrepreneurs can flourish.
www.SBA.gov - SBIA
The Small Business Investor Alliance is an organization of lower middle market private equity funds and investors. Its members provide venture capital to small and medium size businesses in the USA.
www.SBIA.org - NAREIT
The National Association of Real Estate Investment Trusts is the representative voice for U.S. REITs and other publicly traded real estate companies.
www.REIT.com
Investment Advice
Both new and seasoned investors can benefit from the information offered by these popular investment companies and resources. Here you will find a broad range of investing advice, news, and research.
- Fidelity Investments
Financial planning, trading, and investment products and services for the individual investor.
www.Fidelity.com - Edgar Online
This business information source specializes in the extraction, packaging and distribution of public company information contained in SEC filings.
www.Edgar-Online.com - Investor Place
Stock investment advice from independent investment advisors.
www.InvestorPlace.com - Forbes Magazine
This business magazine features financial and investment news and reports.
www.Forbes.com - The Wall Street Journal
This source of business and financial news offers both print and online editions.
www.WSJ.com - Kiplinger.com
Trusted financial advice and business forecasts for more than 75 years.
www.Kiplinger.com - Thomson Reuters Financial
Financial research and information services from Thomson Reuters.
www.ThomsonReuters.com/ - Bonds Online
Online services and information source for fixed income investments.
www.BondsOnline.com - Economist Intelligence Unit
Features global business news and information resources.
www.EIU.com - Dun & Bradstreet
Offers business analysis tools and company credit information.
www.DNB.com - Hoover's Online
Comprehensive company, industry, and market intelligence. A D&B service.
www.Hoovers.com
Related Investing Sites
- Investment Brokers - traditional brokers and discount brokers.
- Investment Newsletters - investing news and research reports.
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