Sentences with phrase «assets than most investors»

There is more risk in these unconventional assets than most investors care to stomach.

Not exact matches

Long delayed by the Securities and Exchange Commission (SEC), Title III was the most controversial provision of the JOBS Act because it allowed non-accredited investors — generally defined as individuals with less than $ 1 million in assets who earn less than $ 200,000 per year — to invest in private companies as shareholders.

While commodities can be useful as a hedge against inflation, they generally shouldn't make up a very large portion of your assets — typically no more than 5 % to 10 % for most investors.

While commodities can be useful as a hedge against inflation, they generally shouldn't make up a very large portion of your assets — no more than 5 % to 10 % for most investors.

Private equity and venture capital can be much higher - yielding investments than common asset classes such as Treasuries and equities, but for the most part, only accredited investors can participate.

Low - cost index funds (or exchange traded funds) give investors a big leg up against the vast majority of actively managed funds that charge more than 2 % of assets annually because most of the active funds fail to earn back the fees they charge.

In addition, Howard Marks teach us that value investors believe high returns and low risk is achieved simultaneously by acquiring assets for less than their worth (read The Most Important Thing).

ETF providers know that most investors chase past performance, so a fund catering to yesterday's top - performing investments will inevitably attract more assets than an ETF that concentrates on an out - of - favor area.

We believe commodity - linked real assets look the most attractive after shrugging off the negative momentum of the last few years, but investors should keep in mind that these exposures tend to exhibit higher levels of volatility than TIPS or municipal real return bonds.

(Most investors gravitate toward seniors housing and assisted living properties rather than the more complicated nursing care assets, according to Putnam).

Equity investors are happy to give more money to REITs to invest: most of the investment trusts are trading at prices higher than the accounting value of their assets, meaning stock issuance is relatively cheap for them.

Investors should never lose sight of the fact that real estate is an actively managed asset: a high - quality, well - managed property — which describes most properties owned by REITs, certainly including retail properties — is more likely to maintain strong occupancy and favorable NOI growth than a property whose owners are merely waiting out the life of their private equity fund before selling.

With over $ 1.6 billion in assets under management, Monroe has been one of the most active investors in the middle market, investing more than $ 2.5 billion in over 500 transactions since its inception.