Sentences with phrase «at his portfolio for»

Hey Adam, I'd like to take a look at this portfolio for my investors.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

India, Indonesia and the Philippines would be hit hard if investor pulled their capital for better returns in the U.S., said Sat Duhra, a portfolio manager at Janus Henderson.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

Ellis and partner Nikolay Djibankov use a strategy called Gender Lens Investment, which targets companies with at least three women on their boards of directors, in the creation of a so - called «parity portfolio» for clients.

Gutsche certainly has experience in the corporate world, having spent time as a management consultant at Monitor Group after completing his MBA at Queen's University and having built a billion - dollar portfolio for Capital One Canada.

Lisa Kramer, an associate professor of finance at the University of Toronto, worries that if people think of investing as a game, rather than as a way to save for retirement, then portfolio construction could become just another table to play.

To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has averaged better than 40 percent returns for its investors.

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

«The other thing I recommend,» he added, «is invest for the long - term — at least 10 years or more — as long - term valuations generally increase with the overall portfolio market value.»

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.

To broaden his liquid portfolio, CNBC's «Secret Lives of the Super Rich» took O'Leary to the Ty Bar at the Four Seasons Hotel in New York for one of the most expensive tastings on the planet — a $ 60,000 set of aged Balvenie whisky.

• BP Energy Partners will sell portfolio company Pinnacle Midstream, a Houston, Texas - based oil and gas exploration company, for at least $ 300 million, according to Reuters.

And while the Fed is likely to soon stop adding to its bond portfolio, all signs are that it's likely to keep it at $ 4 trillion for a while.

«It's exhausting, it's draining for a lot of people,» Henry Peabody, a Boston - based portfolio manager at Eaton Vance Management, said by phone.

«At a time when we are moving forward as a company, a charge of this magnitude from a legacy insurance portfolio in run - off for more than a decade is deeply disappointing,» GE CEO John Flannery said in a release Tuesday.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

The title, which is the crown jewel of the Activision Blizzard's portfolio, represented one - quarter of the industry's software sales at brick - and - mortar retailers last month, according to The NPD Group, which normally would be cause for celebration.

If all of that sounds too hard to manage, you can pay to have someone do it for you, or even some thing: A robo - advisor, which uses a computer algorithm to build and manage your portfolio for a small annual fee, is a good choice at this stage.

New websites, some run by tech stars, are making it ever easier for regular investors to build portfolios at low cost.

The other thing I recommend is invest for the long - term, at least 10 years or more, as long - term valuations generally increase with the overall portfolio market value.

If you charge a coffee at Starbucks (sbux) for, say, $ 2.67, Acorns rounds up to the nearest dollar, withdraws the 33 - cent difference from your bank account and invests the money in your portfolio.

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

To use a concrete example, if you have a million bucks socked away for retirement, drawing down $ 30,000 a year (in addition to any other sources like Social Security or pensions) is a conservative enough choice that you should be able to sleep at night, confident that even extreme swings in the market won't harm your ability to keep your portfolio healthy into your nineties.

Further explaining the company's diverse portfolio, Sethi told that Quest Alliance is also making an effort for a responsive education system and help students develop a career mindset at an early age.

«For the supermajors, the U.S. shales may be just the portfolio medicine needed to repair short -, mid - or long - term portfolio damage as a result of the last several years of severe exploration cutbacks,» Brian Lidsky, managing director at PLS, said in a briefing on 2017 dealmaking.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Catherine Wood, founder and CEO of Ark Invest, and Christopher Retzler, portfolio manager at Needham Funds, are both searching for firms that are going to benefit from the move to the cloud and to mobile.

Utilities and REITs, already the go - to sectors for yield - seeking investors, may still be the best bet, says Ryan Crowther, a portfolio manager at Franklin Bissett Investment Management.

«Even for the patriotic, diehard Canadian who insists on their startup being in Canada, in many cases the company gets to a point where it's forced to sell to a U.S. big tech firm,» said Pashootan, portfolio manager at First Avenue Advisory in Ottawa, a Raymond James company.

Buybacks are a positive sign, but there are question marks for the tech sector, says Marc Franklin, senior portfolio manager at Conning Asia Pacific.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

They have at least three core pursuits in retirement; they've planned for the cost of those pursuits; they have a plan to be mortgage - free by retirement; they have at least three separate sources of income; and they are income investors who rely on their portfolio cash flow to replace their former paycheck.

So - called robo - advisors — bare - bones digital services for managing investment portfolios — have been catching on with millennials and eating away at traditional brokers» market share.

«By moving ahead with the tax - free spin - off of the midstream business and merging EQM and RMP — following the previously announced addition of two new directors with midstream experience — we believe the Company has put itself on the best path forward for itself and all shareholders,» Quentin Koffey, portfolio manager at D. E. Shaw, said in a statement.

Not for Kevin Landis, a portfolio manager at Firsthand Funds based in Silicon Valley.

According to SEC filings from May, Heins will make his base salary of $ 3 million for another two years, plus another $ 5 million cash and a stock portfolio that was at one time worth more than $ 16 million and is now worth more like $ 7 million, reports Arik Hesseldahl of All Things D. Related: BlackBerry Says, «Remain Calm.

But Marriott, Sorenson felt, was a lot better at financial blocking and tackling than Starwood — creating an opportunity for him to boost the profitability of Starwood's portfolio.

«It speaks to the strength and differentiation of the (Canada Goose) brand,» said Brian Madden, portfolio manager at Goodreid Investment Counsel in Toronto, who said he is waiting for the first holiday selling season since Canada Goose listed to decide whether to buy the stock.

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.

The stock's underperformance was a «headscratcher» for Jim Tierney, the chief investment officer of the $ 4 billion U.S. concentrated growth portfolio at AB (formerly AllianceBernstein), which owns Zoetis shares.

Last year, one such company, Dovden Investments, launched at least 35 lawsuits against Canadian organizations — including a school for gifted children in Alberta and a pair of individual developers of free public - transit apps — that ostensibly stole the obscure intellectual property in its portfolio.

«The results over the past two and a half years clearly demonstrate that Starbucks at - home coffee portfolio is significantly healthier than it was before we assumed direct control from Kraft in 2011,» Troy Alstead, chief financial officer for Starbucks, said in a statement.

Ask the entrepreneurs at portfolio companies what their venture firms have done for them and others at your stage.

In addition, she was a portfolio manager and strategist for eight years at American Century Investment Management in Mountain View, Calif..

Looking at the past, Vanguard found that those who retired at market peaks with $ 100,000 (adjusted for inflation) in 1928 and 1972 would still have had money in their portfolio at age 100, assuming a 50 - 50 stock - to - bond mix and a 4 % withdrawal rate.

«They get a well - established conglomerate with a property portfolio, and for the food and beverage segment, there are a lot of ways Thai Beverage and F&N can cooperate together and derive synergy,» said Goh Han Peng, an analyst at DMG & Partners Securities in Singapore.

«I very much doubt that that the outcome for anyone with a reasonably well - constructed portfolio will be determined by the next interest rate hike,» said David Mendels, director of planning at Creative Financial Concepts in New York.

«For Unilever, their issue is that they have quite a mass - market consumer products portfolio,» says Warren Ackerman, an analyst at Société Générale in London.

«I don't see anything meaningful for me for the next 4 - 5 years, but it's clearly a positive they've reached an agreement,» said Edward Guinness, portfolio manager at the Guinness Atkinson Alternative Energy Fund in London.