Sentences with phrase «manager of the fund»

Portfolio managers of funds in this sector are not doing a good job of selecting the best stocks in the sector.

For instance, the fund manager of a fund with a net asset value of $ 20 per share may pay a $ 5 distribution to shareholders.

As manager of the fund, I may have no intention of ever selling that stock.

It should be noted that the long - term lead manager of the fund announced his retirement within one to two years.

The associated reduced incentives for fund managers of funds that charge trailers to generate performance and capital flows is associated with lower future performance.

Managers of these funds often seek to broadly diversify in order to minimize risk, but also often rely on leverage to maximize returns.

As older bonds mature, newer bonds are purchased and the portfolio manager of the fund generally tries to keep the average maturity in the range that is stated in the fund's objective.

The active manager of a fund or portfolio should then be only compensated for the portion of returns over those of the reference portfolio.

Managers of these funds pursue tax efficiency by employing a number of strategies.

All the portfolio managers of the funds are partners and so earn a payout based on the firm's earnings and their relative ownership stakes.

Over the last 15 years, 92 % of large - cap funds trailed the S&P, according to a report by Standard & Poor's Dow Jones Indices, and as many as 95 % of managers of funds trying to beat indexes for medium - sized companies trail their benchmark indices.

He continued to write the Chairman's Letter after his retirement as Portfolio Manager of the Fund in 2012.

He will be a lead portfolio manager of the Fund along with the current lead portfolio manager, Richard Hawkins.

The current manager of the fund took over the helm in October 2010.

Sometimes, managers of these funds attempt to devise strategies that will keep daily liquidity at a minimum, so the exit fee acts as a deterrent for an investor wishing to proceed with an...

According to the article, the founding long - term manager of the fund taught the current manager well, and

Commodity Funds - Managers of these funds allocate assets into commodities such as wheat, oil, gold and other precious metals.

For example, consider the differences in tax treatment and marginal rates of an individual investor with a taxable account, an individual investor with an individual retirement account (IRA) or brokerage option in a 401 (k) retirement plan, a professional manager of a fund of funds, or a college endowment manager.

The portfolio managers of the Fund use quantitative and qualitative analysis to identify businesses with attractive valuations, strong management and a catalyst for recognition.

Because then, on top of worrying about my fund manager, plus the fund manager of my fund manager (it gets confusing)-- I also have to keep on top of the underlying assets upon which the futures contracts are based.

For example, if the European manager of a fund that tracks the S&P 500 Euro Hedged Index is holding euros and wants to lock in an effective exchange rate of 1.4 USD / EUR (above the current exchange rate), he may find another party that is holding USD and wants to lock in the respective exchange rate of 0.71 EUR / USD.

«With increasingly complex global markets posing new challenges daily, it's our view that a systematic approach to monitoring and adjusting portfolio allocations across asset classes with a forward - looking view on market and economic conditions is no longer an option, it's a necessity,» said Brent Smith, chief investment officer for FTMAS and co-portfolio manager of the Fund.

An investment fund that is identified by the investment manager of another fund and which is subject to special rules relating to an investor's ability to buy and sell investments between the two funds.

We expect over the coming months that Boris Shepov will be named sole manager of the fund.

He has also been CFO of an ASX listed mining services business and General Manager of a funds management business with investments in retail assets.

My analysis of the holdings of the 22 funds in the Materials sector shows that portfolio managers of funds in this sector are not doing a good job of selecting the best stocks in the sector.

Gill will co-manage the emerging market debt sub-portfolio with existing manager John Carlson who also remains as lead manager of the fund.

Managers of these funds often emphasize their expertise in areas such as high yield credit and EM debt.

William Adams, Ward Brown, David Cole, Pilar Gomez - Bravo, Joshua Marston, Robert Persons, Matthew Ryan and Erik Weisman will continue to serve as portfolio managers of the Fund.

Managers of these funds, which are based on a relatively new approach, believe that human behavior leads to certain market inefficiencies that they can take advantage of to get a superior return.

The total return on the portfolio is the only criteria used for judging the performance of the managers of these funds, which translates into an emphasis upon the bottom line in the management of business organizations.»

Some mutual fund companies keep larger amounts of cash on hand simply because the fund managers cant see find what they think are good investments, Another reason would be if the manager of the fund, just does not a good financial feeling about the stock or bond market in general, and chooses to keep the cash instead of risking it in bad times, and losing it for the funds investors...

Shareholder bamboozlement is easier for the manager of a company that makes things than it is for the manager of a fund that just makes money.

In the world of venture capital and private equity, it is a share of the investor's profit that is paid to the manager of a fund.

Q: Do the managers of the Fund make determinations as to how much to invest in individual industries?

Who are the managers of the funds?

Li Xiaolai, a notable blockchain investor and bitcoin tycoon in China, has been appointed a manager of the fund.

William Adams, Ward Brown, David Cole, Pilar Gomez - Bravo, Robert Persons and Matthew Ryan will continue to serve as portfolio managers of the Fund.

We are fortunate to have in our research department several strong candidates for joining me as a manager of the Fund.

Mutual funds are groups of securities purchased by a manager of the fund.

This practice also smells bad with respect to the managers of the funds getting kick - backs from mutual fund managers.

Where your manager of your funds may get scared and sell off to minimize loss.

As Bill Miller, the manager of the fund, states:

For whatever reason, the manager of the fund decided no payout was in order.

While that is certainly true, looking at how the manager of a fund has performed versus its benchmark in the past can indicate whether or not he or she has a good track record as a stock picker.

There is a manager of the fund who is buying and selling mostly stocks and bonds for the fund in an attempt to make you money.