Sentences with phrase «value and growth investment»

Value and growth investment ideas are ever changing and not static.

The MSCI USA Indexes part of the Global Equity Indexes - reflect the full breadth of investment opportunities within the US equity markets by market capitalization size, by value and growth investment styles and by sectors and industries.

Our All - Stars, which earned at least one A and one B as value and growth investments, trounced the Russell 2000 by 12.3 percentage points over the same period.

Style - neutral framework including both value and growth investments can help lessen exposure to the value / growth cycle over time.

Not exact matches

The idea was to highlight six areas of focus to drive growth: making innovation a «core Canadian value,» establishing nationwide scientific excellence, creating world - leading «clusters and partnerships,» growing Canadian companies, developing a digital - first economy, and making Canada a top location for foreign investment.

What I have learned from many years of working with tech - enabled growth companies; on both sides of mergers and acquisitions; and angel, private equity and venture capital investments, is that accretion of IP value is the key element to supporting overall enterprise value — representing scalability in phases of rapid growth and supporting attractive multiples during the fundraising and exit phases.

«The more you put in today, the much more you'll have later down the road because of the time value of money and the growth on investment returns,» Michael Solari, a certified financial planner with Solari Financial Management, told Business Insider.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Jyrki Katainen, European Commission vice president for jobs, growth, investment and competitiveness, speaks about risks to European values.

«We will have moved away from the old style boxes, like growth, value, large cap and so forth, and see these replaced by a series of risk factor - related products, like interest - rate sensitive products,» said Celia Dallas, chief investment strategist at investment consultant Cambridge Associates.

For Shai Altman, president of McCain Foods (Canada), that investment aptly captures the company's long - term strategic thinking, focus on its core values, and commitment to sustainable growth.

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.

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

Investment strategies can be tied to growth, value, income or a variety of other factors that help to identify and categorize investment options according to a specific set ofInvestment strategies can be tied to growth, value, income or a variety of other factors that help to identify and categorize investment options according to a specific set ofinvestment options according to a specific set of criteria.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

If Chinese investment is on the whole productive, and the value of assets is growing as fast as the value of debt, then we can assume that current growth rates are not driven mainly by excessive debt and that Chinese growth is sustainable without the need to bring down investment growth.

The growth in economic activity has instead been propped up by the acceleration in credit growth and by the failure to write down investments that have created economic activity without having created economic value.

As with any mutual fund or ETF, EM funds can be further broken out by investment style (value or growth) and market capitalization.

As a group, the Canadian banks generally present a safe investment opportunity with healthy dividend yields, encouraging growth prospects and a compelling value proposition.

My personal investment philosophy is a mix between a deep value investor and a dividend growth investor.

Accountability must be determined on the basis of performance evaluations based on true industry value metrics (e.g., success rates in the number of newly founded technology companies bringing products / services to market; return on investment in 3 to 5 years; expansion into mature entities; growth in the numbers of technology graduates and Highly Qualified Personnel (HQP) employed in Canadian SMEs).

Rates of return shown in this site are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the Funds or returns on investment in the Funds.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

As an investor who studies in great detail the strategies and investment philosophies of the great value investors, I have always been intrigued by the debate of value vs. growth.

Adding value by leveraging our operational experience, investment process, and networks to help accelerate growth

I am a value investor that lives frugally and maximizes monthly investments into dividend growth investments with economic moats, strong brands and increasing earnings.

The Dividend Investing and Value Network (The DIV - Net): - Dividends4Life - Dividend Growth Investor - The Market Capitalist - The Dividend Pig - Dividend Mantra - Passive Income Pursuit - Hello Suckers - Dennis McCain Investing - Roadmap2Retire - DivGro - Dividend Diplomats - Harvesting Dividends - Dividend Freedom - Active Passive Money - Investment Hunting - Dividend Cashflow - Dividend Beginner - The Dividend Gangster - Dividend Daze - Diligent Dividend.

Z Capital Partners, LLC («ZCP») is the private equity arm of Z Capital and pursues a value - oriented, opportunistic approach in private equity that includes making control investments in companies that involve turnarounds, corporate carve - outs, growth platforms, go - private transactions, and restructurings.

«There is a considerable negative impact on global growth from the energy sector due to the sharp decline in investments, mainly in the oil and gas sector as well as lower output values.»

I've been reading a lot of the classic value investing Graham / Buffet stuff and was wondering what are the best ways to tell apart a highly speculative stock like Tesla, from a legitimate growth investment opportunity?

That's because the overall trade deficit is governed by macroeconomic factors, including the relative growth rates of countries, the value of their currencies, and their saving and investment rates.

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

Second Generation Ltd («Second Gen»), headquartered in Cleveland, Ohio, is an Embrescia family investment firm that actively works with talented management teams to develop businesses that have potential for significant growth and long - term value.

Decisions on investment style — for instance, should you invest in value stocks or growth stocks — and on specific stock or bond selections are made at a later stage, after you have decided who will handle the selection decisions.

The following chart compares on a logarithmic scale monthly values of $ 1.00 initial investments in aggregated value and growth at the end of August 2001.

However, some platforms value the investment initiative of everyday people, and are best served to cultivate local investors with local real estate, with the knowledge that high net worth investors are necessary to sustain growth.

The firm's investment strategy, which they call the ««Oberweis Octagon,» uses eight criteria to combine the best features of both growth and value investing.»

The strength of our brand, an unparalleled connection with our consumers and the continuation of investments in our fastest growing businesses — footwear, international and direct - to - consumer — give us great confidence in our ability to navigate the current retail environment, execute against our long - term growth strategy and create value to our shareholders.

The best investments offer both growth — in the form of steadily increasing revenue — and value — in the form of a high return on invested capital (ROIC).

But finding value investors for technology start - ups is more difficult because entrepreneurs are approaching their business model, growth goals, and corresponding investment pitch from the success theater pulpit....

While all growth investors will inevitably put more emphasis on the business story and the potential for expansion than a value investor, sensible growth investors look at cashflow and return on capital employed to see how the company is multiplying their investment.

Work yet to be done also remains at a high level and the continued growth in the average value of new dwellings is likely to temper further the expected fall in new dwelling investment.

Unlike most of our typical investment reports which focus on free cash flow utilization, net asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a company that generates little free cash flow at the moment and is somewhat of a growth investment if company management is successful in achieving its objectives.

Home values in the area are still 30 percent below their 2006 peak, according to the Global Real Estate Bubble Index for 2017, published by UBS Wealth Management's chief investment office, which blamed sluggish employment and lackluster economic and income growth.

8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «Global Value Equity Investing»

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.

The belief in the sector's growth potential was reflected in investments: Consumer technology was the largest sector in terms of PE and VC investments in 2014, contributing approximately 31 % to overall deal value and accounting for approximately 35 % of overall deal volume.

Growth investors emphasize strong future earnings as the investment opportunity, creating the two investing styles of «Value» and «Growth», instead of «Cheap» and «Expensive».

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation.