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.

Recent Investment News

New York governor meets with Trump to push for infrastructure investment
New York Governor Andrew Cuomo met President Donald Trump on Wednesday to press for investment in the nation's roads, bridges and railways as U.S. states begin to reopen after the coronavirus outbreak left the economy in tatters.
Reuters. Wednesday, 27 May 2020 13:25:53 -0400.
Bird-watcher 'unsure how he feels' about firing of white investment banker dubbed Central Park Karen
Christian Cooper said Tuesday about his encounter with Amy in New York: 'Where she went was a racist place. That action was racist. Does that make her a racist? I can't answer that.'
Daily Mail. Wednesday, 27 May 2020 15:41:15 GMT.
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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.