For comparison purposes, here are
Principal Investment Strategies in the summary prospectus of the Calamos Growth Fund:
Not exact matches
Daniel Wallick,
principal of Vanguard's
Investment Strategy Group, dismisses the notion that the explore, or satellite, portion of the portfolio should be
in active
strategies.
On 3/31/18, the Fund's
principal investment strategy and benchmark changed to reflect its increased flexibility to have a greater exposure
in emerging markets.
«Costs are also important to the retired investor, as high costs can substantially reduce one's income stream and
principal balance over time,» said Francis Kinniry Jr., CFA, a
principal in the Vanguard
Investment Strategy Group,
in a press release.
He is managing
principal and Co-Chief
Investment Officer of Gotham Asset Management which he co-founded
in 2009 and where he co-manages hedge funds and several mutual funds using long / short
strategies.
At the heart of their recommendations, compiled
in two separate policy papers, are the following
strategies: empowering
principals and educators with more autonomy over staffing; leadership and coaching opportunities for excellent teachers; student - focused professional development designed at the school site; direct
investment in community engagement; and financial incentives to attract and keep teachers making progress with their students (based on a multi-measured evaluation system)
in hard - to - staff schools.
Currently the fund's
principal investment strategy has it investing
in «dividend - paying common stocks, preferred stocks, convertible securities and debt obligations of foreign companies.»
The term «fund of funds» is typically used to describe
investment companies, such as the Fund, whose
principal investment strategy involves investing
in other
investment companies, including closed - end funds and money market mutual funds.
We follow a
principal protected
investment strategy; enabling us to stabilize our clients» portfolios
in turbulent times, yet create disciplined opportunities for growth.
The Fund «s
principal investment strategy is to primarily invest its assets
in U.S. and foreign equity securities that are believed to be the most attractive
in the global marketplace.
The Fund's
principal investment strategy is, under normal market conditions, to invest at least 80 % of its assets
in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included
in the Index.
The Fund's
principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes
in the yield curve, and allocation among fixed income alternatives and inflation hedges.
The prospectus is the fund's primary selling document and contains valuable information, such as the fund's
investment objectives or goals,
principal strategies for achieving those goals,
principal risks of investing
in the fund, fees and expenses, and past performance.
The fund's
principal investment strategy is to normally invest at least 80 % of the fund's assets
in investment - grade debt securities that have a dollar - weighted average portfolio maturity of 18 months (one and a half years) or less.
Options writing is viewed as one of the more risky trading
strategies, but Max Ansbacher has found a way to survive and thrive
in the options niche for more than 39 years — 19 of those as
principal at Ansbacher
Investment Management, where his
strategy has produced a compound annual return of 11.52 % since 1996 and is up 22.24 % year - to - date through July.
One of the
principal changes we made to our
investment strategy during the year was to prioritize searching for businesses that can double
in size
in the next 5 years (i.e., compound machines) instead of searching for
investments that have the potential to double
in value
in the next 5 years (i.e., opportunistic
investments).
The
investment objective of each Fund and the descriptions of each Fund's principal investment strategies are set forth under «Investment Objective» and Principal Investment Strategies» in the P
investment objective of each Fund and the descriptions of each Fund's
principal investment strategies are set forth under «Investment Objective» and Principal Investment Strategies» in the Pr
principal investment strategies are set forth under «Investment Objective» and Principal Investment Strategies» in the P
investment strategies are set forth under «Investment Objective» and Principal Investment Strategies» in the P
strategies are set forth under «
Investment Objective» and Principal Investment Strategies» in the P
Investment Objective» and
Principal Investment Strategies» in the Pr
Principal Investment Strategies» in the P
Investment Strategies» in the P
Strategies»
in the Prospectus.
The
principal investment strategies and the main risks associated with investing
in each fund are summarized
in the fund summaries at the front of this prospectus.
The
principal investment strategies and the main risks associated with investing
in the fund are summarized
in the fund summary at the front of this prospectus.
For additional details regarding how the adviser determines the funds» underlying fund and style class allocations, please refer back to the «
Principal Investment Strategies» section in the Fund Summary sections and the section «Fund details: Investment objectives, strategies and risks» in this p
Strategies» section
in the Fund Summary sections and the section «Fund details:
Investment objectives,
strategies and risks» in this p
strategies and risks»
in this prospectus.
For additional details regarding how the adviser determines the fund's underlying fund and style class allocations, please refer back to the «
Principal Investment Strategies» section in the Fund Summary section and the section «Fund details: Investment objectives, strategies and risks» in this p
Strategies» section
in the Fund Summary section and the section «Fund details:
Investment objectives,
strategies and risks» in this p
strategies and risks»
in this prospectus.
They were charged with answering tough questions about
investment during a recession; education
in the US; what it takes to cultivate creativity; and what
strategies can be taken to ensure we uphold a
principal role
in the industries of tomorrow, including renewable energy, human health and bioscience, and communication technologies.
Despite the volatility
in the equity markets, large corporations are sitting on cash reserves looking to enhance their growth
strategies, says Marco Galante,
principal with the J.H. Chapman Group LLC, an
investment bank
in the food industry.
If it's a newer firm, did the
principals specialize
in that asset class, market, and
investment strategy in their prior jobs?