Virtus SGA U.S. Large Cap Growth Portfolio Q1 2026: Fundamentals And Execution Remains Strong

Across the portfolios, between two-thirds and three-quarters of holdings have met or exceeded both Sustainable Growth Advisers' internal expectations and consensus forecasts for earnings and revenue growth. The average holding in the portfolios has experienced approximately 10% contraction in its price-to-earnings multiple this year, driven largely by sentiment and style rotation rather than deteriorating business quality. Sustainable Growth Advisers initiated a new position in Mastercard, viewing a share price dislocation caused by proposed interest rate caps as an attractive entry point into a high-quality earnings compounder.

Seeking Alpha • 19 hours ago

Waste Management, Inc. (WM) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Waste Management, Inc. (WM) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Seeking Alpha • Jun 3, 2026

Waste Management (WM) Ascends While Market Falls: Some Facts to Note

In the latest trading session, Waste Management (WM) closed at $218, marking a +2.86% move from the previous day.

Zacks Investment Research • Jun 3, 2026

Virtus SGA Global Growth Fund Q1 2026 Portfolio Update

Arm Holdings' management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market's confidence in Arm's structural growth profile. Adyen was a detractor from performance during the quarter following fourth quarter results and a more cautious 2026 outlook. We initiated a new position in American Express and exited our positions in Gartner and UnitedHealth.

Seeking Alpha • Jun 3, 2026

As Kevin Warsh Signals a Tough New Inflation Fight, This Under-the-Radar Monopoly Is a No-Brainer Buy

Every retirement portfolio screen this spring keeps surfacing the same name: Costco Wholesale (NASDAQ:COST | COST Price Prediction), the membership warehouse darling whose stock is up 16.72% year to date on the strength of 82.1 million paid members and a 89.7% worldwide renewal rate.

24/7 Wall Street • May 28, 2026

Why Is Waste Management (WM) Down 6.4% Since Last Earnings Report?

Waste Management (WM) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • May 28, 2026

A Retirement Crisis May Be Coming - And Most Investors Are Not Ready

Retirement investing is becoming more urgent and challenging due to Social Security risks, persistent inflation, and extreme equity market concentration. The TOLL model - focusing on tangible assets, oligopoly, low incremental capital intensity, and long-duration cash flows - offers a robust framework for building resilient portfolios. I favor total return TOLL stocks like LandBridge and Texas Pacific Land and income-oriented mineral rights and midstream companies such as Viper Energy and Topaz Energy.

Seeking Alpha • May 27, 2026

Why 46% of Bill Gates' fund is now concentrated in just 2 stocks

Bill Gates built one of the world's most valuable software companies, and yet the trust that funds his foundation no longer owns a single Microsoft share. That sounds dramatic, but the more revealing detail is what remains inside the Gates Foundation Trust: a public equity portfolio of roughly $33 billion, with about 46% now sitting in just two stocks: Berkshire Hathaway and Waste Management.

Invezz • May 25, 2026

VEOEY or WM: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Waste Removal Services sector might want to consider either Veolia Environnement SA (VEOEY) or Waste Management (WM). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • May 25, 2026

Wallbridge Completes Private Placement for Proceeds of Approximately C$56 Million

TORONTO, May 22, 2026 (GLOBE NEWSWIRE) -- Wallbridge Mining Company Limited (TSX: WM, OTCQB:WLBMF) (“Wallbridge” or the “Company”) is pleased to announce that it has closed its previously announced private placement of common shares with Agnico Eagle Mines Limited (“Agnico Eagle”) and Waratah Capital Advisors Limited, on behalf of certain investment funds managed by it (“Waratah”). Under the terms of the private placement, Agnico Eagle purchased 243,927,966 common shares of the Company for gross proceeds of approximately C$22.4 million and Waratah, on behalf of certain investment funds managed by it, purchased 364,339,130 common shares of the Company for gross proceeds of approximately C$33.5 million. As of closing, each of Agnico Eagle and Waratah has a partially-diluted ownership position of, or control or direction over, approximately 19.9% of the common shares of the Company. The net proceeds of the private placement, along with the Company's existing financial resources, is expected to fully fund completion of a pre-feasibility study on the Fenelon project.

GlobeNewsWire • May 22, 2026