Sentences with phrase «european value portfolio»
That's why we own 150 stocks in our European value portfolio.
https://www.fuw.ch/ Not exact matches
Under Mr. Millstein's leadership, Cerberus became one of the world's foremost investors in European non-performing loans backed by commercial and residential real estate, purchasing portfolios with a total transaction value of nearly $ 40 billion.
Steve Gorelik is a Portfolio Manager with Firebird Management, a value oriented asset management firm with over 20 years of experience investing in Eastern European and North American markets.
He is part of the portfolio management teams for the International Value, European Value, Global Value and Global Total Return.
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This doesn't mean I'm actively avoiding the region (with plenty of value still on offer, in terms of individual markets / stocks), it just means: i) my European stock picks are allocated elsewhere in my portfolio — Luxury Goods being an obvious candidate, with the industry predominantly headquartered in Europe (whereas in the US, one could argue Tiffany (TIF: US) may be the only genuine luxury goods company, in the more traditional sense), and ii) despite the Brexit vote, I still think Ireland (& maybe even the UK) remains the best proxy bet in & for Europe (as I argued in my last post).
In 2006 Russell Joined Strategic Value Partners, a hedge fund focusing on building a substantial German real estate portfolio and on the acquisition of European real estate debt and CMBS.