Sentences with phrase «as large a portfolio»

ABBV has a strong pipeline of new medicines as well as a large portfolio of existing products.

The transaction ranked as the largest portfolio sale of strip shopping centers in the region's history.

Not exact matches

Obviously Astral's portfolio of English and French - language pay TV and specialty TV channels, as well as Canada's largest network of radio stations, go a long way to lock up more content.

This is «in large part due to significant increases in taxation,» Naomi Heaton, CEO of London Central Portfolio, said in a statement Monday, but also due to a «wait - and - see attitude» from European investors as Brexit talks take place.

To be fair, Buffett himself isn't responsible for picking all the stocks that Berkshire owns, as his two deputies, Ted Weschler and Todd Combs, are now managing large portfolios of their own at the company.

BlackRock and Neuberger Berman Group are among firms that California Public Employees» Retirement System, the largest U.S. pension fund, might look to partner with as it seeks help to manage its $ 40 billion private equity portfolio, people familiar with the matter said last month.

The 30 - year - old fund overtook Pimco's Total Return last year as the fund world's largest bond portfolio.

The combination of Choice Properties, which counts Loblaw as its principal tenant and largest unitholder, and CREIT will create a company with a diversified portfolio of 752 properties.

As my dividend portfolio gets larger, I expect this to smooth out and one or two stocks shouldn't cause this to happen.

This could either be for the novice investor who wants to get started investing with smaller balances and wants something simple and prudent to help them get started at building wealth — or it could be for someone with a larger taxable portfolio who wants to benefit from having an advisor without the associated fees as well as the Tax Loss Harvesting aspect.

Determining your risk tolerance — generally defined as the ability to stomach large swings in the value of your investment portfolio — is an important component of investing.

We assumed that in each period a 30 - year bond is issued at prevailing interest rates (long - term government bond plus 1 %) and that amount is invested for the next 30 years in a portfolio of large - cap stocks while paying off the bond as an amortized loan (as if it were a mortgage).

As has been the case in recent quarters, the greatest deterioration in credit quality occurred in commercial and industrial (C&I) loan portfolios at larger banks.

Last week, Ray Dalio, founder of Bridgewater Associates, the largest hedge fund in the world, said it was time for investors to put between 5 and 10 percent of their portfolio in gold as a precaution against global and domestic geopolitical risks.

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

I've recently been trying to analyze my holdings more like you mention in the above article with the Portfolio X-Ray, seeing where I might be out of whack as far as large / small cap, industry sectors and domestic / foreign / emerging allocations.

Some of our actual and potential competitors have advantages over us, such as longer operating histories, significantly greater financial, technical, marketing or other resources, stronger brand and business user recognition, larger intellectual property portfolios and broader global distribution and presence.

The difficult feature of the interim, at least for hedged equity strategies, is that as the «troops» diverge from the «generals,» portfolios that aren't comprised of the largest and most speculative stocks of the preceding bull market often underperform the indices during top formations.

As I mentioned last quarter, in our client portfolios we've made a larger than usual allocation to Emerging Markets.

In order to rebalance their portfolios, large and small institutions are moving some of those gains out of equities and into alternative investments (such as VC deals).

If you don't live in San Francisco, NYC, or similar expensive cities, your passive income portfolio definitely does NOT have to be as large.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionas key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionas asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionAs a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

We executed orders for clients and managed a large risk portfolio as a result of principal trades where we committed capital.

But Zendesk's biggest opportunity is likely its ongoing penetration of larger organizations, as the company continually expands its portfolio of products designed for these enterprise customers.

We expect this will be the first of many more patents to come, as our portfolio of blockchain patent applications is among the largest — if not the largest — in the world.

However, as part of a larger portfolio there may be additional steps an investor can take to reduce risk and diversify strategies.

As Californian investors know, real estate is typically a large part of the portfolio for high - net - worth and ultra-high-net-worth families.

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

Practicing a portfolio management strategy that involves very few (and very large) investments in high - quality companies at very infrequent junctures is a great approach, but one that can be viewed as unconventional, and thus difficult to practice in real life.

Vanity Fair has described the Aga Khan's global charity network as a «staggeringly large and effective organization,» akin to «his own UN... that also includes an enormous portfolio of for - profit businesses.»

Prior to this, Himanshu worked as a portfolio manager in India's largest financial services company, Kotak Securities, with assets of over US$ 400 million under management.

The failure of the SPOOS, NASDAQ, and DOW to gain traction with the robust earning releases is forcing the perplexed to confront the impact and collateral damage from Ben Bernanke's Portfolio Balance Channel, also known as QE or large - scale asset purchases.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

As a fixed income and treasury specialist, and formerly an operations specialist, for a large sovereign wealth fund since 2009, Saeed's financial analysis, portfolio and cash management skills are well recognized in the financial industry within the UAE.

As portfolio managers and large shareholders of the Fund, we're not satisfied with losses, but we remain confident in our time - tested philosophy, investment process and research team.

Happy to be a fellow shareholder with you in ADM. I'll always have my consumer staples and industrial portion of my portfolio as the largest sector holdings which is why I wanted to add ADM and DOV this round.

Since you can control large amounts of a commodity with a relatively small amount of money on margin, you can leverage your portfolio to take advantage of price swings in the commodity without having to actually take delivery of thousands of gallons of gasoline — something that is impractical for everyone other than institutions (such as refiners, airlines, transportation fleets, gasoline retailers, etc.).

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.

As individuals normally hold far fewer bonds in their portfolio than bond mutual funds, the chances that a default will result in a large loss for the investor are generally higher for those investing in individual bonds.

When it was first coming to market, a Great Companies» portfolio manager acknowledged that XGC's price tag was higher than rival large - cap funds such as Vanguard and iShares.

As many of you know, I have been heavily adding to my large Canadian banks (TD, BNS, RY) in my ROTH for several months, averaging down my purchase price and wanted to expand my portfolio holdings beyond the banks by adding an additional industrial name (DOV) and consumer staple (ADM).

But sectors are also just one consideration in a well - diversified portfolio, which can have a mix of domestic, foreign, small -, mid - and large - sized company stocks as well as investment - grade corporate and government bonds.

In our Hedge Fund Wisdom premium newsletter, we outlined the investment thesis on AIG as Berkowitz has pressed his bet there and it is by far his largest position at over 20 % of his portfolio.

Thus, simply based on size... the gold market can provide significant depth and liquidity for large reserve portfolios, as it is only surpassed in size by two sovereign debt markets (US and Japan).»

The value of data and analytics is recognized and quickly added as a strategic asset set to benefit the larger portfolio.

The retail sector is under increased pressure from rising e-commerce threat which has caused many large brick and mortar stores to down shutters.However, Realty Income is quite insulated from this risk as 97 % of its total portfolio is protected against retail e-commerce threats and economic downturns.

Larger banks may still perform strongly in a reflationary environment and may serve as a portfolio diversifier.

While this position size has become much larger over time, it seems likely that new portfolio manager Ted Weschler is responsible for the idea as it was one of his big holdings at his previous hedge fund.

A great way to start any portfolio is to first buy a total stock market or large cap index fund, as that will be a core component of almost any other asset allocation you grow into.