Sentences with phrase «equity strategies fund»

The book's first section, «The Roots», includes Martin J. Whitman's proxy solicitation to the shareholders of the Equity Strategies Fund (EQSF) written in 1984.

To overcome this prejudice against existing stockholder of Equity Strategies Fund, and still permit new investments into a mutual fund, a new Fund, Third Avenue Fund, has commenced operations.

Equity Strategies Fund Investment Philosophy Copyright © 2016 by Martin J. Whitman.

Not exact matches

BRVM is also in talks with private equity funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve said.

Many have put up their own shares or stock of companies they own as collateral for their loans and are increasingly copying the convoluted fund - raising strategies employed by American hedge funds and private equity firms in financing their global expansion drives.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

Inflows into equity ETFs in August were heavily focused on non-U.S. strategies: Of the $ 6.8 billion in August, almost $ 6.3 billion of that went to internationally focused funds.

Jonathan Pollock, who had practiced closed - end fund arbitrage in Europe and Asia, had returned to New York a few years earlier, and now fused the principles upon which Singer had built the firm into an equity strategy that could travel across Elliott and the globe.

Wilmot runs through a bunch of investment strategies that might see renewed interest in light of these financial conditions, ranging from equity funds that offer some sort of hedge against volatility to big - data - driven quant funds.

He points to a stronger dollar, fiscal retrenchment in the European Union, improving equity market confidence, and an exit strategy from the Federal Reserve forecasting a federal funds rate hike well before late 2014 as significant factors driving gold lower.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

The firm specializes in strategies such as credit hedge funds, long only funds and separate account, distressed - for - control private equity, collateralized loan obligations, mutual funds, closed - end funds, ETFs and non-traded products.

As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.

We are experts in building portfolios featuring new firms, small funds, diverse managers and niche strategies across the private equity spectrum.

Just as mutual funds and exchange - traded funds (ETFs) vary greatly in focus and strategy, so do EM equity funds.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

Highland specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and collateralized loan obligations (CLOs).

At the same time, investors who may be unsure about the prospects of equities and bonds seem to be starting to allocate more money to hedge fund strategies that aim to capture alpha in both up and down markets.

The Company's equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflequity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflEquity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant influence.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

In addition, Chris was a senior member of Makena's Absolute Return investment team, where he focused on hedge fund investments across numerous strategies, including distressed credit, hedged equity, structured credit, specialty finance, macro and reinsurance.

We have two equity strategies: the North American dividend growth strategy, which can potentially invest in any company that trades in North America, and the global tactical ETF [exchange - traded fund] strategy, which uses a combination of exchange - traded funds to provide exposure around the globe.

As calm markets pushed volatility to record lows, some strategies increasingly accepted bets against calm markets in order to fund equity positions.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

The laws of competition and competitive strategy are now very much at work within the private equity industry, and we can see the best funds putting their real endeavors behind that, not only so they've got a good story to tell at [the] time of next fundraising, but also to deliver the great returns that their investors are expecting.

The Vident Core U.S. Bond Strategy ETF (VBND) lowered its expense ratio from 0.48 % to 0.43 %, while the Vident Core U.S. Equity Fund (VUSE) reduced its expense ratio from 0.55 % to 0.50 % and the Vident International Equity Fund (VIDI) lowered its expense ratio from 0.68 % to 0.61 %.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Highland specializes in credit strategies, including credit hedge funds, long - only funds and separate accounts, distressed and special - situation private equity, and collateralized loan obligations (CLOs).

Four common strategies used by hedge fund managers include: long - short equity, relative value, event driven and global macro.

NEW YORK More acquisitions of U.S. companies by private equity firms are being done through companies that are already owned by buyout funds, rather than the funds directly, a market report showed on Thursday, indicating this «bolt - on» strategy is catching on.

The company specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and CLOs.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

The list highlights the top private capital investors focused on the growth equity segment and was based on a combination of fund performance, consistency of returns, capital raised, investment strategy and partner experience.

These Australian equity hedge fund managers employ a variety of absolute return strategies that when combined produce a portfolio that has the ability to deliver positive performance irrespective of whether the equity market is rising or falling.

When employing the long - short equity strategy, hedge fund managers take a long position in a stock they think will outperform, while shorting stock3 that they believe will underperform.

She is responsible for the management of various equity index funds, with domestic and international strategies.

It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.

Hanbury has managed the Odey Absolute Return Fund, which follows a global long / short equity strategy, since its launch in 2009.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

He is the Portfolio Manager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stratfund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stratFund, and the lead manager of the Multi Cap Equity strategy.

However, one type of company strategy does its best to bypass this risk and fund multiple projects without having to constantly raise capital through equity.

Karen and George's story is simply one allocation strategy to having a well - diversified portfolio: allocate 50 percent to equities like the S&P 500 stocks and 50 percent to a muni bond fund like NEARX.

Fast forward and Tusk, who'd accepted his Uber pay in equity and today oversees both a political strategy firm as well as a venture fund, tells us that he's cashing out his shares as part of the new investment being made by a SoftBank - led consortium of investors who are buying both primary and secondary shares.

Of course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performed.

Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services — including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings — that complement traditional investment portfolios.

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWFund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWfund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWfund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWfund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWfund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

Yet, more than $ 2 trillion remains in the hands of financial - engineering strategies pegged to low volatility, including volatility - control funds, risk parity, risk premia, and long - equity - trend following.

COMEX synthetic gold and related over-the-counter derivatives are traded in macro strategies implemented by hedge funds, HFT's, and commodity funds in pair trades with interest rate, currencies, equity futures, or even more exotic offsets.