Sentences with phrase «u.s. equity managers»

With the majority of large cap U.S. equity managers underperforming the S&P 500, «only performances in 2006, 2010 and 2011 have been as bad or worse than the current year's pace.»

Why was 2015 so difficult for active U.S. equity managers?

A U.S. equity manager's returns depend mostly on how well the U.S. stock market does.

Not exact matches

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

Closer to home, a pickup in the U.S. economy, combined with renewed calls for greater infrastructure investment, bodes well for companies like Pentair (pnr), a water - equipment maker, says Todd Ahlsten, manager of the $ 14.4 billion Parnassus Core Equity Fund.

Blackstone sold to HME Equity Fund II, owned by U.S. President Barack Obama's 2012 campaign manager, Jim Messina, and retired National Basketball Association player Grant Hill, and others, according to filings.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

U.S. asset managers and custody banks could face difficulty in lifting profit margins if the ongoing market volatility increases the equity risk premium.

Vintage Investment Partners invests in Israeli, European and U.S. venture capital and Israeli private equity funds managed by experienced managers with strong track records

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle - market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions.

By Aaradhana Ramesh and Krishna Eluri (Reuters)- U.S. fund managers kept their recommendations for equity holdings steady for a third month in November, and near their lowest since the financial crisis, pending a widely - expected Federal Reserve rate hike, a Reuters poll found.

Mordy, unlike many portfolio managers, stays away from U.S. equities markets.

He also held assignments as group CIO of the Equity division, director of research for Fidelity Tokyo, director of U.S. equity research, portfolio manager for U.S. equity funds, and a research anEquity division, director of research for Fidelity Tokyo, director of U.S. equity research, portfolio manager for U.S. equity funds, and a research anequity research, portfolio manager for U.S. equity funds, and a research anequity funds, and a research analyst.

Meanwhile, the National Association of Active Investment Managers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mManagers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mmanagers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mid-2006.

Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large - Cap Core and Growth equity strategies.

HQ Capital is a leading independent manager of alternative assets, investing in U.S. real estate and global private equity since 1989.

70 percent: Chinese fund managers» suggested equity allocations have hit an 18 - month low, according to Reuters reports, as fund managers react to the implications of the U.S. - China trade disagreement.

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Strategy.

While the report is not publicly available, its conclusion is widely reported: «Of 6,185 U.S. equity mutual funds tracked by Rosenbluth's firm, more than a thousand of them, or 16.3 %, have experienced a manager change since February 2011.»

From 1994 to 2003 he was the first manager of the U.S. Value Equity Strategy and the Value Fund, and he was a founding member of the team managing the U.S. Large - Cap Value Equity Strategy from 2000 to 2015.

Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.

Narhi is portfolio manager of the Pender U.S.. All Cap Equity Fund and the Pender Strategic Growth and Income Fund, as well as co-manager of the flagship Pender Value Fund.

When considering a business line of credit, U.S. Bank has three options you can consider: a Cash Flow Manager Line of Credit, a Business Equity Line of Credit or a Business Line of Credit.

Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM's U.S. value equity team in New York.

And, we see investments being made as joint ventures (Kraft, Heinz) with private equity managers (3G) with a very different mindset than U.S. private equity or investment banking firms.

Hennessy Focus Fund Portfolio Manager David Rainey discusses why he is more encouraged about U.S. equities than in the years, and he shares his outlook for GDP growth.

BlackRock Equity Headache Persists BlackRock Inc., the world's largest money manager, is completing an overhaul of its underperforming U.S. stock unit, including a purge of management teams at more than half of the funds in the group.

He served as head of U.S. equities and portfolio manager at Credit Suisse Asset Management beginning in 2000 and head of emerging markets research at JPMorgan Investment Management in 1998.

C. Dirk Enderlein, CFA, is a Senior Managing Director and Equity Portfolio Manager affiliated with Wellington Management located outside of the U.S..

«The interview - based study of 95 head and senior traders of U.S. equity asset managers and hedge funds determined that over 95 % of U.S. equity funds have been impacted by investors» move from actively managed funds to passive strategies,» researchers explain.

«Our U.S. equity investments are currently in unhedged U.S. - listed ETFs,» says Vikash Jain, portfolio manager with archerETF in Toronto.

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.

Although the fund typically invests the majority of its assets in Canadian stocks, the portfolio manager may invest a meaningful portion in U.S. equities in pursuit of opportunities not available in the Canadian market.

Sharps, who joined T. Rowe as an analyst in 1997, was the lead portfolio manager for the U.S. large - cap growth equity strategy for much of his time at the firm.

During the last 30 years, Sook has advised Asian institutional investors investing in U.S., European and Asian private funds, as well as Asian private equity and venture capital funds sponsored by U.S., European and Asian financial institutions, and Asian hedge funds managed by independent fund managers.

This is similar to how portfolio managers determine how to divide a portfolio into buckets of U.S. equity, foreign equity, and bonds.

• Fundamental Sell - Side Analyst with capital markets experience, a developed global view and industry vision • Worked as a published Sell - Side Equity Research Analyst covering Latin America equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, Equity Research Analyst covering Latin America equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, cap...