Sentences with phrase «capital during declining»
Value investors expect to sacrifice some upside capture in order to preserve capital during declining markets.
http://www.mutualfundobserver.com/ Not exact matches
For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.
Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.
Focus on capital preservation during large market declines.
The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.
During the most recent quarter, oil production was lower than estimated primarily due to weak production in the Permian Basin, which declined despite a meaningful increase in capital allocation.
During that time, federal and state portions of North Carolina's capital expenditures have been on the decline, jettisoning the burden on stressed local governments.
Their clearest statement is that they seek «to preserve capital from permanent loss during periods of economic decline... [and post] long term returns above an equity - like absolute return and the MSCI All - Country World Index.»
However, this was during a time of record high interest rates, which then consistently declined helping to deliver nice capital gains for bonds.
FFCM is currently co-portfolio advisor of AGF U.S. Sector Class, a fund designed to participate in rising markets while placing an emphasis on minimizing drawdown and preserving capital during market declines.
The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.
Home Capital noted in its management's discussion and analysis that sales volume in the Greater Toronto Area and Greater Vancouver Area «declined significantly» during the first quarter compared to the same period last year.
Timing allows the investor to outperform the market by protecting investment capital during severe bear markets, of at least -30 % to -55 % declines, and to take better advantage of rising markets by actively focusing on the cream of the crop.
After coming into being during the ninth century A.D., it thrived for 6 centuries as a central hub for commerce and art — rising to eventually become the capital of the Khmer Empire — before it started its rapid and heretofore unaccountable decline.
According to an article by MarketWatch, Alex Sunnarborg of Tetras Capital Limited said that the massive purchase of bitcoin is an indication that significant traders have put up equity in the market during the period of decline.
The declining Bitcoin price during 2014 did not stop $ 315 million USD of venture capital from being thrown into Blockchain related startups, which suggests healthy levels of optimism among businesses and investors.
Real estate fund managers, which saw a decline in the amount of capital they raised last year, turned their afterburners on during the first quarter, when they completed capital raising for 47 closed - end funds after having raised $ 32.6 billion of investor commitments, according to Preqin.