Sentences with phrase «select value manager»

The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin - Offs.

The Select Value Manager Holdings bucket is composed of the largest positions in the portfolios of certain value fund managers as reported in their quarterly 13F filings.

Not exact matches

We aim to carefully select only those local managers who are able to demonstrate that they add real strategic and operational value to the companies they invest in.

In the paper, Lowenstein decided to see how a group of ten value funds, selected by a knowledgeable manager, performed in the turbulent boom — crash — rebound years of 1999 - 2003.

● Unique and Limited: One of a kind course ● Inclusive and Diverse: Open to non-enrolled students from a variety of ages, academic backgrounds and work experience ● Distinguished Guest Lecturers: Including Berkshire managers ● Buffett Style Valuations: Immediately apply methods taught to value actual stocks and businesses acquired by Warren Buffett ● Investment Challenge Contest: Present a stock that fits Buffett's acquisition criteria ● Immediate Measurable Results: Previous participants selected an actual stock purchased by Berkshire Hathaway, have been promoted to lead Berkshire subsidiaries and appointed board members of non-profits Register Today and Save!

Sponsored by: Center for Value Investing and Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand Faces.

Keynote Speaker: Bill Nygren, CFA Portfolio Manager, Oakmark Select Fund (OAKLX), Oakmark Fund (OAKMX), Oakmark Global Select Fund (OAKWX) Topic: «Perspectives on Value Investing»

Investments in the Manager Select program are subject to market risk, will fluctuate and may lose value.

We are not a «value» manager — selecting stocks based on low p / e, etc. — nor a pure «quality» manager — buying blue chips at any price.

For example, a full - service broker may use the Alpholio ™ service to select separate account (SMA) managers and demonstrate the value these managers bring to the broker's clients in terms of generating positive RealAlpha ™.

I would like to add names of the other value managers that will keep the torch moving forward: Bob Rodriguez at FPA Capital, Prem Watsa at Fairfax, Mason Hawkins and Staley Cates at Longleaf, Bruce Berkowitz at Fairholme, Robert Goldfarb and David Poppe at Sequoia, Amit Wadhwaney at Third Avenue, Chris Davis at Selected and Clipper, Frank Martin at MCM, Eddie Lampert at Sears, Ian Cumming and Joseph Steinberg at Leucadia, and Tom Gayner at Markel.

Understanding that past performance does not guarantee future results, it is possible that one day active management may prove its value beyond a select population of low - cost and self - invested fund managers.

In the paper, Lowenstein decided to see how a group of ten value funds, selected by a knowledgeable manager, performed in the turbulent boom — crash — rebound years of 1999 - 2003.

These include four equity ETFs tracking new indexes based on Morningstar's CPMS strategies, which advisors and portfolio managers use to select dividend, value and momentum stocks.

Some advisors we meet with state that part of their value proposition as financial advisors and wealth managers is selecting good managers for their clients.

With SEI's U.S. Small / Mid Cap Strategy manager of managers fund, participants can select the one fund and get access to 10 underlying sub-funds — which include some that defined contribution plan sponsors would typically never offer to participants, such as an opportunistic value fund or a real estate investment trust (REIT).

Keynote Speaker: Bill Nygren, CFA Portfolio Manager, Oakmark Select Fund (OAKLX), Oakmark Fund (OAKMX), Oakmark Global Select Fund (OAKWX) Topic: «Perspectives on Value Investing»

I also have the pleasure of being an Advisory Board Member to the Ivey Value Fund which is a student managed investment fund that provides a real world investment management experience for those students selected to be analysts and portfolio managers.

This forecast depends on the factor exposures, factor expected returns (influenced by value), fees, and manager's ability to select securities within each style group.

«Rocky Mountain Power selects projects that are innovative, have high visibility and educational value in the community,» said Renewable Energy Program Manager Keven Hoopiiaina.

Working as part of a global team of business development professionals, and reporting to Jones Day's Manager of Recognition & Awards, the Coordinator will support all aspects of creating, developing, and facilitating the completion of submissions to targeted lawyer directories (such as Chambers and Legal 500), as well as select lists, rankings, and awards published by varying news organizations and other publications deemed of value to the Firm.

They're selected by the hiring manager or search committee because their input is valued and they will be working directly with you.

To get started right, you should know that you have some objectives in writing your resume for this year, and three of the major ones include: to be found on automated searches, to be selected for an interview by the hiring manager and to convey a compelling picture of your professional assets and value.

Therefore, let the hiring managers talk about your qualification while you focus solely on establishing the value you could add to the company, if selected.