In my own personal portfolios, I hold XSB
because as a small investor bond commissions are too steep to justify directly investing in them.
Not exact matches
Ironically, the trend of companies raising less capital actually enhances the importance of the initial round buy - in (both
because that initial buy - in becomes less diluted meaning the first round price was that much more important and
because even if an angel wants to buy up more in later rounds they'll have less of a chance to do so; I also believe that along with the trend of companies raising less capital we're also seeing earlier and somewhat
smaller average exits — also enhancing the value of initial round buy - ins
as fewer
investors are truly swinging for the proverbial fence).
In 2013, Moody's
Investor Service, a bond credit rating agency, released a report which concluded that a
small but growing number of school districts face severe financial stress
as charter schools proliferate, specifically
because these districts can't reduce their costs
as quickly
as they lose revenue.
Balanced funds are great
because they don't require
investors to figure out a host of complicated considerations, such
as how much of your portfolio should be weighted in
small cap versus international equity funds.
So although many value
investors look at
small caps
because they feel this is where they can gain an informational advantage, I think taking advantage of this «disgust» factor is just
as effective and is an important arrow to have in the quiver.
The MOI interview with MITIMCO team consists of many nuggets of wisdom like» The most common mistake we see is when an
investor makes
small compromises in the early days of the partnership in ways that limit future success» and «We've observed that almost all the very successful and established firms we work with turn away large amounts of capital — they even did so when they were
small, by the way —
because they understand the need to apply the same high bar to their choice of partners
as they do their choice of investments».
Meridian
Small Cap Growth (MSAGX)
Small growth stocks have been described
as «a failed asset class»
because of the inability of most professional
investors to control the sector's downside well enough to benefit from its upside.
A lot of
investors such
as William Bernstein (author of the Four Pillars of Investing) himself believe that
small caps will outperform larger companies mainly
because they have a higher risk profile and have done so in the past.
Small investors sometimes don't diversify
as completely
because of minimum investment thresholds or attention issues, but that doesn't mean they don't want to hold high investment income assets.
After reading the reviews at Amazon and Costco I learned long time users, like myself, of TurboTax are jumping ship
because TT Deluxe no longer supports
small investors and businesses
as it has in years past, without upgrading.
Financial institutions that traditionally cater to real estate
investors involved in relatively
small deals, such
as credit unions and local banks, are reluctant to make loans
because of new government regulations that govern lending, Yun said.
«We chose Stessa
as our first acquisition
because its innovative product fills a gap in the market for
small - to - medium
investors.»