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2. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors. The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business owners.

3. First Eagle Investments - Wikipedia

   en.wikipedia.org/wiki/First_Eagle_Investments

   First Eagle Investments is a US investment management company based in New York City that is an adviser to the First Eagle Funds.The company manages a number of investment strategies and Investment funds including the First Eagle Global Fund, First Eagle Overseas Fund and First Eagle Fund of America.

4. Passive foreign investment company - Wikipedia

   en.wikipedia.org/wiki/Passive_foreign_investment...

   For purposes of income tax in the United States, U.S. persons owning shares of a passive foreign investment company ( PFIC) may choose between (i) current taxation on the income of the PFIC or (ii) deferral of such income subject to a deemed tax and interest regime. [1] The provision was enacted as part of the Tax Reform Act of 1986 as a way of ...

5. Franklin Templeton Investments - Wikipedia

   en.wikipedia.org/wiki/Franklin_Templeton_Investments

   Franklin Resources, Inc. [1] Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in ...

6. Mutual fund - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund

   v. t. e. A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

7. Value investing - Wikipedia

   en.wikipedia.org/wiki/Value_investing

   Value investing is an investment paradigm that involves buying securities that appear underpriced by some form of fundamental analysis. [1] All forms of value investing derive from the investment philosophy taught by Benjamin Graham and David Dodd at Columbia Business School in 1928 and subsequently developed in their 1934 text Security Analysis .