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Investment Advice

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Companies
Janus Capital Group Inc (JNS)
Janus Henderson Group Plc (JHG)
Lazard Inc. (LAZ)
Legg Mason Inc. (LM)
Manning & Napier Inc. (MN)
Medley Management Inc. (MDLY)
Mirror Merger Sub 2 Llc (EV)
Moelis & Co (MC)
Moonlake Immunotherapeutics (MLTX)
Morningstar Inc. (MORN)
Olema Pharmaceuticals Inc. (OLMA)
Patria Investments Ltd (PAX)
Pjt Partners Inc. (PJT)
Pnmac Holdings Inc. (PFSI)
Price T Rowe Group Inc (TROW)
Puhui Wealth Investment Management Co. Ltd. ()
Puyi Inc. (PUYI)
Pzena Investment Management Inc. (PZN)
Qualstar Corp (QBAK)
Sanders Morris Harris Group Inc (SMHG)
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
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Returns since its inception in May 2014 (through February 19th, 2025)

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