Sentences with phrase «value equity fund»

It is also better than Lakonishok's LSV Value Equity Fund.

T. Rowe Price QM U.S. Value Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of U.S. stocks believed to be undervalued.

Though they call themselves a value fund, the LSV Value Equity Fund isn't one.

Unfortunately, the LSV Value Equity Fund's alpha dropped to 10 basis points as assets grew, between 2005 and Jun, 2010.

Insider Monkey downloaded LSV Value Equity Fund's returns from Yahoo to calculate their alpha by using Carhart's four factor model:

Considering that the LSV Value Equity Fund has an expense ratio of 0.65 %, its alpha should not be less than 1.35 %.

In sum, the Becker Value Equity Fund has added a modest amount of value for its investors on a fully risk - adjusted basis, especially if its outperformance in the last six months is factored in.

A recent article in Barron's touts the virtues of Becker Value Equity Fund that just received a five - star rating from Morningstar:

Aristotle Value Equity Fund will seek long - term capital appreciation by investing mostly in undervalued mid - and large - cap stocks.

RBC Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap Value Equity Fund...

TORONTO, September 14, 2015 - RBC Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap Value Equity Fund.

Not exact matches

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

More pension funds are allocating to private equity and infrastructure, which as subjectively valued investments make it harder to know whether projected returns are overinflated and that the fund is truly performing as claimed.

Further, in cities with rising home values, particularly Toronto and Vancouver, homeowners can secure a home equity line of credit (HELOC) to pay other debts or simply fund their lifestyles.

Prosper, another online lender, has been looking to raise a new round of funding in exchange for equity at a price that would slash its market value by more than 70 %, people familiar with the matter told Reuters on Friday.

The beverage giant taking harsh criticism from value fund Wintergreen Advisers, who sent letters to Coca - Cola shareholders, the Coca - Cola Board of Directors and Warren Buffett, detailing concerns with the company's proposed 2014 Equity Plan.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

Finally, via the new ERP system, the private equity fund will be able to provide better data and show the value of this investment to the next buyer.

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

A niche equity website with a focus on high - growth consumer product and retail companies, CircleUp has partnered with Procter & Gamble and General Mills to offer more value beyond the funding, giving entrepreneurs access to these brands.

Hedge funds and private equity funds saw the potential to corner this market and began offering much higher loan to value ratios, meaning they would lend as much as 80 percent of the value of the property.

Orange Capital makes investments in value equity, high - yield and distressed debt, and secured loans, according to the fund's brochure document.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

Seedrs makes money by taking roughly 6 per cent commission on funds raised, and then a share of any increase in value when the company is sold — similar to the «carry» earned by private equity firms.

The debt that private - equity funds use can make the overall value of a portfolio fall dramatically when asset prices quiver.

I'm now invested in three Sun Life Global Investment (SLGI) funds: the SLGI MFS Global Growth Fund, SLGI MFS Global Value Fund and SLFI Blackrock Canadian Equity Fund.

Legendary Wall Street value investor Howard Marks says the big money has already been made in hedge funds, and maybe in private equity and junk bonds too.

Understand how small - cap value equities offer opportunities for capital appreciation, and discover the best small - cap value mutual funds to consider for 2016.

These assets can be shares of stock in other corporations, limited liability companies, limited partnerships, private equity funds, hedge funds, publicly traded stocks, bonds, real estate, song rights, brand names, patents, trademarks, copyrights, or virtually anything else that has value.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

Last May, Ancestry.com said in a statement that U.S. private equity fund Silver Lake and Singapore's sovereign wealth fund GIC Private Ltd had acquired minority stakes in a deal valuing Ancestry.com at about $ 2.6 billion.

Prior to joining Starboard Value in August 2012, Mr. Snyder was the co-founder of Longbow Capital, an equity long / short fund which managed $ 1.5 billion.

Four common strategies used by hedge fund managers include: long - short equity, relative value, event driven and global macro.

* Z Capital manages both opportunistic, value - oriented private equity and credit funds.

«This significant investment and allocation to high - fee hedge funds and private equity added no value.

Our portfolio values both balance and flexibility and includes a global mix of large -, mid -, and small - cap equities, hedge funds, venture capital and alternative investments.

Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.

These funds are getting good loan - to - value ratios, a potential equity upside that is attractive and high coupons.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Since 2011 he is co-running the Solventis EOS SICAV, a value European equity fund.

Household sector financial assets increased by 1.7 per cent in the March quarter, a somewhat slower rate than in previous quarters, as a reduction in the value of direct equity holdings partially offset strong gains in the value of funds held in superannuation.

River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Note: NetFreeEquity = Total Equity (AUM) minus collateral which can not be used to fund positions i.e. some assets such as stocks and bonds do not offer their full value to be used as collateral for covering margin products.

The Goldman Sachs funds family also includes fundamental equity value funds.

The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.