Sentences with phrase «85-fold net of fees»

What has really happened in private equity over those decades is that investors, net of fees, did about 25 % better than the S&P up through the 2005 «vintage» year (denoting funds that first drew capital in 2005).

«Since its founding through last year, Andreessen Horowitz had returned a total of $ 1.2 billion in cash to investors, net of fees.

Though 2014 was a relatively low - key year for Appaloosa, up a meager 2.2 percent net of fees, Tepper's track record is undoubtedly one of the best in the industry.

We certainly hoped to continue the momentum the Fund enjoyed last year, in which it produced a 50.2 % return, net of fees and expenses.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

The Cambridge Real Estate Index, compiled from about 860 value - added and opportunistic private real estate funds formed between 1986 and 2015 that report net of fees.

From its inception to 31 December 2017, AGG has returned within 1 basis point of its index, net of fees *.

Returned ~ 8 % net of fees during 1Q18 Top 5 Positions Fiat Chrysler (FCAU): company should continue to benefit from margin expansion related to their shift...

A March 2018 Forbes profile described Vista's performance: «Since the firm's inception in 2000, Vista's private equity funds have returned 22 % net of fees annually to limited partners, according to PitchBook data.

Shkreli told them that the original MSMB Capital investors «have just about doubled their money net of fees,» and he included a «Monthly Net Performance» chart which seemed to back up that representation.

This is the target investor return, net of fees and expenses.

Remember, the average management expense ratio in Canada is 2.53 % It is important to note that all rates of return are published net of fees.

Stanphyl Capital: January Update Friends and Fellow Investors: For January and year to date 2017 the fund was down approximately 3.9 % net of all fees and expenses.

The economic value of a financial adviser is not just the return and the net return, net of the fees, but it's also the psychological effect and the coaching that that financial adviser provides that family.

A tiny group of top - performing firms do generate great «venture rates of return»: at least twice the capital invested, net of fees.

While the current market may not be treating them to their liking, Eminence certainly has solid performance figures returning 15.1 % CAGR net of fees since inception, blasting the S&P 500 which has returned 1.3 % CAGR over the same timeframe.

Because of their ability to invest in these longer duration securities of slightly less credit quality, stable value funds have outperformed money market funds on average by 150 - 200 basis points (1.50 % -2.00 %) net of fees annually over the past 20 years.

In the quarter, Opportunity Equity lost 0.44 % (net of fees) 1 relative to the S&P 500's 4.48 % gain.

During the third quarter of 2017, Opportunity Equity returned 0.44 % (net of fees).1 In comparison, the Strategy's unmanaged benchmark, the S&P 500 Index, returned 4.48 %.

Returns were limited during the initial phase of a new fund, while improvements were made, but in the longer run the new fund, which would have a longer life than SAF, would target an average 9 per cent total return net of fees, he said.

Their actual FY 2015 experience was well below those levels: 5.2 percent net of fees for NYSTRS, and 3.4 percent collectively for the city funds.

1) Professional managers do beat the indices, they just don't do it net of fees.

Active trading is hard, even the mutual fund portfolio managers can not beat the market net of fees, and you should not trade if you do not know what you are doing.

Or did you mean net of any fees, it was still cheaper versus an FX fee?

The two transactions cost $ 20 at E-Trade (all figures above are net of those fees).

Source: FE Analytics, bid to bid with net income reinvested to - 2017, Z Acc share class, net of fees in GBP.

The problem is that most mutual funds don't provide out performance net of fees.

Clients who got more money, net of fees, from putting a given amount into a GMWB than investing it otherwise; specifically due to the RRIF - matching part of the contract

Let's say inflation is 2 % and that your investments earn a flat 5 % annually net of fees.

Last year, a little - known value fund called Dane Capital produced a return for its investors of 50.2 % net of fees and expenses by -LSB-...]

DRS results are from the DRS Select Composite, net of all fees, from July 7, 1997 to June 30, 2017.

The returns that you see and that are reported are always net of fees anyway.

Since inception, an investment in Tiger has grown 85-fold net of fees; more than three time the average of the S&P 500 and five - and - a-half times that of the Morgan Stanley Capital International World Index.

Constituent funds report monthly net of all fees performance in US Dollar and have a minimum of $ 50 Million under management or a twelve (12) month track record of active performance.

The performance information displayed here is calculated on a daily time - weighted basis, including cash, dividends and earnings distributions, is presented «net of fees,» and reflects the deduction of IB Asset Management advisory fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.

They should pass through interest net of fees, and impose credit events should the NAV fall below 0.995.

There are many actively managed funds here that have > 5 year history of index outperformance (net of fees).

From what I can see the Canadian Focused fund (net of fees) for August 31/2010 year to date return is -3.73 % vs. TSX Composite 1.43 % (no fees).

Any historical numbers, awards, and recognitions presented are based on the performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and is net of fees and expenses.

* Term reductions are calculated net of fees and based on the expection of additional payments made towards the loan principal over the full life of the loan.

DRS results are from the Select Composite, net of fees, as of 12/31/2016.

Seeks to produce returns consistent with outright long exposure of the underlying index (net of fees) over multiple market cycles

Each historical index used was net of fees; DUSLX — 24 basis points (0.24 %), DSCGX — 43 basis points (0.43 %), DISMX — 63 basis points (0.63 %).

(These comparisons are net of fees.)

A track record of outperforming a benchmark or asset pricing model by an average of 2 % per year (net of fees) over the life of the fund would get the attention of many investors, especially when you consider that the equity premium might only be around 5 %.

In summation, NYVTX has outperformed the S&P 500 index by an average of 2.31 % per year (including a 5.5 % killing in 2009) since 1969 net of fees.

Since its inception in 2/17/1969, the fund has produced an 11.75 % annual return net of fees.

Even if the fund performs slightly worse than the benchmark net of all fees, the manager is touted for their stock picking ability.

Along with its attractive distribution yield, MOGL also aims to generate long - term capital growth and outperform the MSCI World Net Total Return Index, in Australian dollars, over a rolling 5 - year period, net of fees.

As of April 30th, 2018, our annualized compound return has been approximately 11.3 % per year (10.1 % net of all fees) since July 2006, which is more than double the 5.5 % annualized return of the TSX Total Return (including dividends).