Sentences with phrase «u.s. equity strategy»

Strategy: The fund is an actively managed U.S. equity strategy investing where mid-cycle estimates are well above expectations.

Strategy: The fund is an actively managed U.S. equity strategy that seeks investments in companies believed to exceed investor expectations.

Eaton Vance launched the first NextShares fund, a U.S. equity strategy, on February 26, 2016.

Strategy: This fund is an actively managed U.S. equity strategy that employs a bottom - up, quantitative approach to identify attractive, undervalued companies in order to capitalize on the pricing discrepancies that exist between high - and low - expectation stocks.

Lori Calvasina, head of U.S. equity strategy for RBC, said in a recent note the sector «continues to be in the middle innings of a rotation back in,» and that «valuations don't worry us.»

Savita Subramanian and the U.S. equity strategy team have noted that Wall Street analysts have been unusually bearish lately, a phenomenon that often precedes a massive rally in the market.

«While rising long - term rates will ultimately become a negative for profits and multiples, we do not see current levels as a reason to de-risk and sell equities,» Dubravko Lakos - Bujas, head of U.S. equity strategy at J.P. Morgan, said in a note Wednesday.

Growth stocks are also more hurt than value stocks by rising rates, says Savita Subramanian, head of U.S. equity strategy at Bank of America Merrill Lynch.

He was previously affiliated with Les Conseillers financiers du St - Laurent, where he started the international and U.S. equity strategies that Hexavest still manages to this day.

Ivy Investments launched their first funds, three following U.S. equity strategies, on October 17, 2016.

Not exact matches

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.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

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 %.

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.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Katie Stockton, Fairlead Strategies founder and managing partner, and Savita Subramanian, BofA Merrill Lynch head of U.S. equity and quantitative...

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.

In 2017, investors poured more than $ 160 billion into international equity ETFs — almost as much as they did into U.S. equity funds — and emerging market funds were big in - takers, with ETFs like the iShares Core MSCI Emerging Markets ETF (IEMG) and the Vanguard FTSE Emerging Markets ETF (VWO) among the year's most popular strategies.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

In 2009 he became a co-manager of the International Small Cap Equity strategy (manifested in the U.S. as Price International Discovery PRIDX), where he was the lead guy on Asian stock selection.

The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices» product set, including U.S. and global equities, commodities, fixed income, and economic indices.

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.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

It is the same strategy that has been successfully applied to U.S. Large Cap equities for 20 years: the Defined Risk Strategstrategy that has been successfully applied to U.S. Large Cap equities for 20 years: the Defined Risk StrategyStrategy (DRS).

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.

We provide a full range of equity strategies, including U.S. and international options.

Experience professional - level trading tools created for savvy traders of U.S. equities and advanced options strategies.

The Chautauqua Global Growth Strategy invests in equity securities of both U.S. and non-U.S. companies with large market capitalizations.

The firm has grown to over $ 25.9 billion in assets under management as of March 31, 2018 and now manages five funds: four fundamental, U.S., core equity strategies across multiple market capitalizations and one U.S., fixed income strategy.

The fund's U.S. multi-cap equity strategy and investment objective will not change.

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.

I was surprised to learn that most planners are now advising to shift investment strategies towards U.S. equities and bonds have deeply fallen out of favor.

That argument is that since correlations in the U.S. equity market are declining (perhaps as a consequence of the Federal Reserve tapering its support of the Treasury market), stock selection strategies will perform better than in a more macro-driven investment environment.

In its April ETF strategy report, National Bank of Canada Financial Markets went so far as to suggest investors take some of their profits on U.S. equities and add weight to their European holdings.

But as a long - term strategy, I believe Canadian investors should use unhedged index funds for their U.S. and international equities.

Strategy: The fund is an actively managed U.S. equity portfolio investing with a «business owner» approach.

Strategy: The fund is a passively managed U.S. equity fund that utilizes a replication construction technique.

Our time - tested Defined Risk Strategy (DRS) has a successful track record (See the Swan DRS Select Composite disclosure) of hedging downside market risk and profiting from the volatility of U.S. large cap equities.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

Like the Nationwide Maximum Diversification U.S. Core Equity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prequity risk premium.

Eventually, I realized that long term investing is the most profitable strategy in U.S. equities.

The index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

The Credit Suisse 130/30 Large Cap Index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

«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.

TORONTO, Oct. 15, 2012 / CNW / - TD Waterhouse Discount Brokerage today announced a new, streaming web - based trading platform designed to deliver one of the most extensive selections of features available to investors who trade U.S. equities and advanced options strategies.

The strategy also may invest a portion of its assets in equity securities of companies based in the U.S..

This direct investment strategy will be a change from how XEF currently implements its investment strategy by investing in shares of iShares Core MSCI EAFE ETF, a U.S. iShares Fund that itself invests in a portfolio of international equity securities included in the XEF Index.