Secondary investors focus on companies and the intrinsic value of existing assets which is fundamentally different than making an informed decision
about a fund manager based on the team, strategy and track record.
If it ends up in someone else's pocket instead, then that tells you something
about the fund manager's priorities.
Unfortunately, he notes, «information
about a fund manager or adviser's own portfolio is rarely made public, let alone discussed.»
It would be sensible to always ask
about the fund manager before investing as well as knowing about changes in the fund manager's strategy or any other significant developments that an AMC may have undergone.
For both categories, I remain skeptical
about fund managers» ability to beat the benchmark due to high fees, especially with fixed income paying so little.
Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details
about the fund managers, and other valuable information.
Not exact matches
The annual Sohn conference brings together some of the leading hedge
fund managers and investors in the world to talk
about their top market picks.
Ramona Persaud,
manager of Fidelity's Global Equity Income
Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of
about 27 % over the past five years.
So, when an economist or bond
fund manager makes an accurate forecast
about Treasury yields, his or her clients are probably doing very well.
LONDON, April 30 - For all the bullish chatter, hedge
fund managers have become cautious
about increasing their exposure to crude oil, though they are becoming increasingly optimistic
about the outlook for refined fuels again.
Of nearly a dozen
fund managers contacted by Reuters, three - quarters expressed concern
about the way companies are allocating capital during a period of relatively healthy cashflow.
Since the Great Recession,
fund managers have been talking
about rising fixed - income yields and their impact on equities and, more specifically, dividend - paying companies.
Hedge
fund managers and investment gurus have to notify the SEC
about their moves every quarter.
For instance, the five biggest American
fund managers together own
about 17 percent of each American and Delta.
Major hedge
fund managers and investment gurus — the «whales» in the Wall Street seas — are required to notify the Securities and Exchange Commission
about their investment moves quarter by quarter.
When Sarkozy was elected,
fund managers at New Jersey — based Cumberland Advisors were excited
about the possibilities for investing in a pro-business version of the EU's second - largest economy.
Tony Roberts, a
fund manager with Invesco Perpetual, says average earnings - per - share growth in the country will be
about 60 %, versus a global average of 10 %.
Investors in highly valued start - ups have been concerned
about the willingness of public market investors buy into those companies at or above those high valuations, said Smith, also an IPO exchange - traded
fund manager.
Perth - based PLD Corporation will proceed with acquiring three zinc and nickel projects, including collapsed miner Kagara's Admiral Bay zinc project, now that it has secured
about $ 10 million from two mining finance
managers, including Resource Capital
Funds.
The Kynikos Associates hedge
fund manager, who confirmed his firm is short Tesla shares, cited Musk's announcements
about future products.
Soros, a longtime Democratic megadonor and hedge
fund manager, said the US's concerns
about North Korea's nuclear capability was cultivating a vicious circle that was pushing the two countries toward conflict.
«It seems like every hedge
fund manager who still cares
about individual stocks believes that tech is too expensive.
Holders of Venezuelan bonds are meeting with each other and considering forming committees, advisers and
fund managers told Reuters, as questions mount
about the feasibility of President Nicolas Maduro's proposal to restructure $ 60 billion of debt.
CNBC's Tyler Mathisen speaks with Sarah Ketterer, Causeway Capital Management CEO,
about being named Morningstar's top international
fund manager of 2017 and the firm's holdings.
The bigger picture for Tesla is
about creating an integrated energy solution, Alexander Gunz,
fund manager at Heptagon Capital, said.
Ajit Vijay Joshi,
fund manager at Goldilocks Investment, talks to CNBC
about the disagreement with Noble Group.
More often than you would expect, a
manager of a private equity
fund looking to raise capital tells us a story
about a business that, in the words of the
fund manager, does no marketing.
Poor performance and high fees drove money out of the money
managers»
funds by
about $ 70 billion last year, the biggest drop since 2009, according to data tracker HFR.
The hedge
fund manager's investor call came on the heels of Valeant's announcement earlier Friday morning that it was «severing all ties» with Philidor Rx Services, the mail - order pharmacy whose relationship with the drug company had sparked the whole hullabaloo
about potential wrongdoing.
This time last year,
fund managers in Perth were talking bullishly
about continued strong investment returns and plans to rapidly expand
funds under management.
Typically,
fund managers charge a management fee of
about 1.5 percent of committed capital and take 20 percent of the
fund's profits assuming performance meets a returns hurdle agreed with investors.
Hedge
fund manager Bill Miller warned clients that a rush out of bonds is
about to drive equities even higher.
One prominent investor who has been thinking a lot
about pharmaceutical M&A is hedge
fund manager Bill Ackman, the founder of Pershing Square Capital Management.
«Global investors are also concerned
about potential trade wars... which is stirring up some risk - aversion trade, so that, in turn, is supporting gold,» said Richard Xu, a
fund manager at China's biggest gold exchange - traded
fund, HuaAn Gold.
Within Fortune senior editor Roger Parloff's canonical feature
about hedge
fund manager Bill Ackman's audacious, indefatigable attack on Herbalife — an at times seemingly pyramid - scheming nutrition company — the following quote rings out: «Who the hell does he think he is?»
The hedge
fund manager, whose Yelp stake was worth
about $ 10 million at the end of 2015, has made at least several million dollars in the stock just this week, after telling investors that he believes the company's revenue could double in the next three years.
Mark Oelschlager,
manager of the Morningstar five - star rated Pin Oak Equity
fund (POGSX), learned a lot from his father
about managing a portfolio, but has found success by taking a slightly different approach.
Two weeks earlier, he had gotten a call from the company's largest shareholder, Texas - based
fund manager US Global Investors Inc., warning that a broker at another firm had received an anonymous call, saying Muddy Waters was
about to publish a report on Silvercorp and US Global should dump its stock.
Henry Dixon, a
fund manager at GLG, speaks
about his view that sterling is not «the one way bet that everyone thinks it is to the downside.»
Lawrence Haverty, Gabelli
Funds associate portfolio
manager, and Tom Rogers, TRget Media CEO, talk
about Comcast's bid for British broadcaster Sky.
Warren Buffett, a onetime hedge
fund manager, has more investing disciples than just
about anyone else, and few would complain he has steered them wrong over the years.
While Jamie Dimon was making those comments, I was an invited speaker at JP Morgan's offices in San Francisco to give a talk with other
fund managers and clients of JP Morgan who are really curious
about cryptocurrencies and the underlying blockchain technology.
Funds affiliated with investment
manager Oaktree Capital Management, which own
about 42 % of AdvancePierre, have agreed to support the deal.
Billionaire hedge
fund manager Nelson Peltz said Wednesday he feels very positive
about the market moving past the election.
Billionaire hedge
fund manager Nelson Peltz said he feels very positive
about Donald Trump's victory and the market moving past the election.
Investors are suing Caine and Anish Parvataneni, a portfolio
manager at LJM who previously worked for well - known
fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure
about the risks of LJM's investment approach.
«In 2001, the combined income of the top hedge
fund managers was less than $ 5 billion —
about what Paulson alone made in 2010,» AR reported.
Should governments pull the plug on megaprojects like ITER, it wouldn't stop private - sector players like Burnaby, B.C. - based General Fusion Inc., a year - old startup by former Creo Inc.
managers that has so far attracted
about half the $ 50 million in venture capital and federal research
funds it says it needs to demonstrate a kind of «magnetized target fusion» by 2013.
Over the past few months, behind the scenes, tens of thousands of people have been writing to mutual
fund company Vanguard telling the investment
manager that it's time it supported transparency by corporations
about their political donations.
And while Sears Holdings CEO Eddie Lampert, a hedge
fund manager who controls
about half of its shares, has repeatedly said in recent years that he has been trying to transform the business into a retailer focused on members and less reliant on physical stores, the sales declines are only getting worse and suggest little customer attachment to the brand names.