Sentences with phrase «cap equity strategies»

Fairpointe manages mid cap and all cap equity strategies for institutions and individuals.

The Small - Cap and SMid - Cap Equity strategies are concentrated strategies that are not managed to a benchmark, so there are material differences in characteristics, such as the number of holdings and sector and industry weightings.

He is the Portfolio Manager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity strategy.

The appropriate comparison benchmark for the Small - Cap Equity strategy is the Russell 2000.

The appropriate comparison benchmark for the SMid - Cap Equity strategy is the Russell 2500.

In 2009 he became a co-manager of the International Small Cap Equity strategy (manifested in the U.S. as Price International Discovery PRIDX), where he was the lead guy on Asian stock selection.

The Eastern Shore Small Cap Equity strategy is also available to institutional investors in separately managed accounts.

The appropriate comparison benchmark for the Small - Cap Equity strategy is the Russell 2000.

Not exact matches

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

Take a close look at the Vanguard Small - Cap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth strateCap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth stratecap equities with a fundamental growth strategy.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

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.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

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.

Merrill's Equity and Quant Strategy team tells that less than a third of large cap managers were able to beat the Russell 1000 benchmark in the first three months of the year.

Its equal - weight strategy produces a portfolio biased toward small - cap equities causing it to nearly bypass the oil & gas transportation industry.

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

The largest equity distributions went to the actively managed Columbia Concentrated Large Cap Value Strategy Fund (NYSEArca: GVT), which totaled 10.74 percent of the fund's net asset value at the end of 2010.

A fundamental equity long / short strategy investing predominantly in large cap equities with a global focus.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

The index aims to reflect the performance characteristics of a minimum variance strategy applied to the large and mid cap equity universe across 22 Developed Markets countries (excluding the US and Canada).

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Stratecap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value StrateCap Value Strategy.

It is the same strategy that has been successfully applied to U.S. Large Cap equities for 20 years: the Defined Risk Strategstrategy that has been successfully applied to U.S. Large Cap equities for 20 years: the Defined Risk StrategyStrategy (DRS).

From 1994 to 2003 he was the first manager of the U.S. Value Equity Strategy and the Value Fund, and he was a founding member of the team managing the U.S. Large - Cap Value Equity Strategy from 2000 to 2015.

This strategy fits in the large cap domestic equity slice of an asset allocation.

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

Given equities are better than futures for inflation protection, after the roll yield is included, and that small - caps and mid-caps have done best with accelerating growth, the falling dollar and rising inflation, perhaps the strategy might be to underweight large caps.

Today, Third Avenue manages assets across four core equity strategies — Value, Small - Cap, Real Estate, and International — which are all rooted in the differentiated, high conviction investment approach established by our Founder.

Craig's journey includes serving on the investment team as an equity analyst, then as co-manager for the Small Cap Value strategy.

«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Stratestrategies within the Quantitative Investment StrategiesStrategies team.

Our time - tested Defined Risk Strategy (DRS) has a successful track record (See the Swan DRS Select Composite disclosure) of hedging downside market risk and profiting from the volatility of U.S. large cap equities.

The High - Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair valCap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair valcap companies in strong financial condition and whose equities are priced below our view of fair value.

Like the Nationwide Maximum Diversification U.S. Core Equity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prequity risk premium.

The index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

The Credit Suisse 130/30 Large Cap Index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»Cap Index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»cap equities (the «Universe»).

write, «when value equities and smaller equities outperform a broad stock market index, alternatively weighted strategies should generally outperform cap - weighted indexes.»

Morningstar's David O'Leary reviews the Steadyhand Small - Cap Equity Fund, with a focus on the manager's strategy and investment approach.

The LibertyQ U.S. Small Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 2000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Large Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell 1000 ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

The LibertyQ U.S. Mid Cap Equity Index is a systematic, rules - based proprietary index that is calculated by Frank Russell Company based on the Russell Midcap ® Index that aims to reflect the performance of Franklin Templeton's desired investment strategy.

Executive Summary This article was published in 2011 in response to the growing popularity of passive equity investing strategies claiming to offer higher risk - adjusted performance than traditional market - cap - weighted indices.

Sharps, who joined T. Rowe as an analyst in 1997, was the lead portfolio manager for the U.S. large - cap growth equity strategy for much of his time at the firm.

From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of Wells Capital Management) where he started as an Equity Analyst and assumed roles with increasing responsibilities, including serving as the co-PM of the Large Cap Value strategy between 2007 and 2010.

Take a close look at the Vanguard Small - Cap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth strateCap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth stratecap equities with a fundamental growth strategy.

In an effort to produce a portfolio with potential for outperformance and lower volatility, I used Morningstar CPMS *, which comprises of about 98 % of the investible market cap of stocks in Canada, to create an equity strategy that picks stocks with a history of increasing dividends and also have a low beta.

The Street has an article Companies That Serve as Buyout Targets advocating a Darwin's Darlings / Endangered Species - type strategy for buying stock: When evaluating small - cap stocks, individual investors would do well to emulate private - equity professionals.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Low Volatility Equity Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

For the self - managed strategy, there are 8 fund options to choose from namely — Multi Cap Fund, India Consumption Fund, Large Cap Equity Fund, Whole Life Mid Cap Equity Fund, Whole Life Aggressive Growth Fund, Whole Life Stable Growth Fund, Whole Life Income Fund and Whole Life Short - Term Fixed Income Fund