Sentences with phrase «best equity management»

«The acquisition of Capshare moves us closer to our goal to provide private companies the best equity management and valuation solutions in a way that can support them from startup through to maturity,» stated Mr. Lopez.

Not exact matches

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

«Higher than expected revenues in FICC, I&L (equity gains) and Investment Management (incentive fees) more than offset lower than anticipated revenues in equity trading and investment banking (DCM better than expected, M&A and ECM worse),» Barclays analyst Jason M. Goldberg said in a note.

Jim Corridore, CFRA Research equity analyst, and David Dietze, Point View Wealth Management president and chief investment strategist, debate whether the airline sector is a good buy at the moment.

Paul Ehrlichman, head of global equity with Global Currents Investment Management based in Wilmington, Del., says that people can find good buys in Germany, the U.K. and other European countries that aren't making the six o'clock news.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

As a partner in Big 4 focused on the transaction world, Elise advised Boards and senior management on complex issues for Global Corporations as well as Private Equity and Sovereign Wealth Funds.

Dell has also been speaking to private equity firms about selling Quest Software, which helps with information technology management, as well as SonicWall, an e-mail encryption and data security provider.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

Zero - based budgeting works well with the private - equity business model, since it requires a management team dedicated to this thorough and time - consuming process and a small investor group that supports such a financial transition.

Sydney - based Regal Funds Management was named Australian hedge fund manager of the year and its Atlantic Absolute Return Fund was named best long / short equity fund.

We are very fortunate to work alongside innovative partners in private equity as well as seasoned management teams and entrepreneurs.»

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

It also manufactures and manages equity and money market funds as well as offering discretionary portfolio management.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

Jo Welman is an adviser to Epic Private Equity and the Non-Executive Director for ARK Syndicate Management Ltd, as well as advising several small companies and individuals on the structure and allocation of their investments.

In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions.

Before joining MFS in 2005, Michael spent three years as a research analyst following small and mid-cap commercial services and transportation companies for Essex Investment Management Co., LLC as well as three years as an investment associate in large - cap global equity research for Putnam Investments.

On January 17, 2012, Judge Carol E. Jackson of the U.S. District Court, Eastern District of Missouri granted the SEC's request for emergency injunctive relief (including an asset freeze and appointment of a receiver) against Burton Douglas Morriss as well as several investment management companies and private equity funds operated by Morriss in response to the SEC's complaint alleging that Morriss misappropriated more than $ 9 million in investor assets from 2005 through 2011.

 The Harper government's decision last year to write off every penny of the auto aid and thus build it all into last year's deficit calculation (which I questioned at the time as curious and even misleading) has already been proven wrong. Since the money was already «written off» by Ottawa as a loss (on grounds that they had little confidence it would be repaid — contradicting their own assurances at the same time that it was an «investment,» not a bail - out), any repayment will come as a gain that can be recorded in the budget on the revenue side. Jim Flaherty has learned from past Finance Ministers (especially Paul Martin) that it's always politically better to make the budget situation look worse than it is (even when the bottom has fallen out of the balance), thus positioning yourself to triumphantly announce «surprising good news» (due, no doubt, to «careful fiscal management») down the road. The auto package could thus generate as much as $ 10 billion in «surprising good news» for Ottawa in the years to come (depending on the ultimate worth of the public equity share).

At 11 a.m., workers on strike at the Momentive chemical plant in Waterford travel to Apollo Global Management headquarters in New York City to demand private equity magnate Leon Black negotiate a fair contract in good faith, 260 Hudson River Rd., Waterford.

Earlier this week, the Moreland Commission subpoenaed Barnett's Extell, Silverstein Properties and Thor Equities, as well as Fisher Brothers and Friedman Management seeking reams of their correspondence with lobbyists and elected officials, as previously reported.

Researchers from Binghamton University, Cornell University, the International City / County Management Association (ICMA), and two divisions of the American Planning Association measured local government action on energy, water, waste, land use and transportation, as well as social equity and economic development across 1,900 local governments.

And while some of us might still have a beach read on the nightstand, it's a good time to dive back into important education topics like equity, teaching, learning and workload management.

h negative equity to qualify for the bank to finance when added to the next vehicle but, Mike and the management staff tried their best to make it happen.

My vehicle had too muc... h negative equity to qualify for the bank to finance when added to the next vehicle but, Mike and the management staff tried their best to make it happen.

Daimler will take five per cent equity in Aston Martin, without cash consideration, as well as observer status in the board of management of Aston Martin.

• Simple understandable business • Consistent earnings power • Good return on equity • Little debt • Good management • $ 5 to $ 20 billion in size - the larger the better • Avoid turnarounds and hostile takeovers.

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETFs.

(1) Large purchases (at least $ 75 million of pre-tax earnings unless the business will fit into one of our existing units), (2) Demonstrated consistent earning power (future projections are of no interest to us, nor are «turnaround» situations), (3) Businesses earning good returns on equity while employing little or no debt, (4) Management in place (we can't supply it), (5) Simple businesses (if there's lots of technology, we won't understand it), (6) An offering price (we don't want to waste our time or that of the seller by talking, even preliminarily, about a transaction when price is unknown).

Ken Faulkenberry presents The Best Value Equity Asset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.&raBest Value Equity Asset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.&rabest value asset allocation strategies will help investors develop a successful investment management system.»

As we show in our money management series of trainings, the more frequently you update equity the better this works for true Adaptive Positioning.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

Promoting common stocks is probably not a good use of management time unless the company is in need of reasonably regular access to capital markets, especially equity markets.

Its Investments segment holds investments in equity securities, as well as provides management services.

Before joining Eaton Vance, he served as chief investment officer (international and emerging - market equity) as well as managing director / portfolio manager (Europe, EAFE and Global) at Go ldman Sachs Asset Management (GSAM) in London.

Aside from that, the decision to raise equity capital is discretionary, and managements rarely do it at the right time — when things are going well.

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

Previously, Kurt was head of international equities for Principal Global Investors, as well as president of his own asset management firm.

How that performance should entitle management to ongoing equity compensation for a «job well done» is beyond me.

Like most frontier markets, a multi-asset fund (listed / OTC equities, private equity & property) like VOF is probably the best investment vehicle — it trades on a 23.5 % NAV discount, has a good performance record, and management continues to actively repurchase shares (spending a cumulative USD 198 million & retiring 30 % of its outstanding share count!).

My suspicion is that management's motives were mixed when they filed — they wanted the best deal they could get for themselves, but may have assumed that there wasn't much life left to the equity anyway.

It's both in the potential balance sheet upsides listed above as well as the value of the ongoing asset management business and the equity interest in the new Nexsan.

Invesco Asset Management (India) offers expertise across equity and fixed income investments, with a broad range of best - in - class investment products across asset classeswith high standards of customer service.

As opposed to their Canadian equity portfolio management brethren, Canadian bond managers should do reasonably well after the FPL is removed.

due to track record + management has significant equity interest + good capital management

Since 1975, Southeastern Asset Management's investment philosophy has been to consistently employ our time - tested value approach to long - only equity investing based on owning strong businesses with good people at deeply discounted prices.

That includes international equity funds and sector equity funds where active management is often thought to yield better results, even though those funds have comparatively higher costs.