Sentences with phrase «concentrating portfolio assets»

Brandywine believes it can seize opportunities and aim for long - term returns through strict adherence to its value - driven process by concentrating portfolio assets in countries and currencies that meet its definition of value.

Optimization concentrates the portfolio assets into the best performers based on past performance thus losing future diversification benefits

Not exact matches

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

Managers employ fundamental credit processes focused on valuation and asset coverage of securities of distressed firms; in most cases portfolio exposures are concentrated in instruments that are publicly traded, in some cases actively and in others under reduced liquidity but in general for which a reasonable public market exists.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

One way funds top the performance charts is by taking additional risks, concentrating a portfolio or going hard into the hot asset; investors enter when the fund is on a hot streak, and then are disappointed when the market turns and the strategy falters.»

I had just sold some assets of my business and I decided to go ahead and manage that in a Buffettstyle concentrated portfolio, buying things I understood, etc..

Barrack St Investments Barrack St Investments Ltd (BST.AX) is an listed investment company that runs a concentrated small to mid cap growth portfolio managed by ECP Asset Management Pty Ltd..

The Black - Litterman model supports both absolute views (expected return for the given asset) and relative views (asset # 1 will outperform asset # 2 by X), and addresses many of the shortcomings of mean - variance optimization, which often results in concentrated portfolios based on past asset performance.

If he is to pay some special attention to the selection of his portfolio, it might be best for him to concentrate on issues selling at reasonably close approximations to their tangible asset value — say, at not more than one - third above that figure.»

When adding to your investment portfolio, consider whether the investment will further diversify your portfolio or whether you are concentrating your funds into a single asset class.

Although the fund's historical standard deviation was similar to that of the ETF implementing its primary benchmark (IWD), the fund's concentrated portfolio (top ten holdings constitute over 44 % of total assets) may result in a higher volatility in the future.

Since December 31, 2006, the Company's portfolio of insured structured credit default swaps has become increasingly concentrated in transactions where the underlying reference obligations comprise commercial mortgage - backed securities, asset - backed collateral including residential mortgages of high grade collateral, in addition to corporate securities.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

But concentrating all your assets in your home country, even if you're diversified among sectors and asset classes, is actually more risky than holding a global portfolio.

The best practice I was able to witness and practice is that of a portfolio manager or someone who concentrates on asset allocations to trim positions as they appreciate to maintain an equity in a range within a portfolio; commonly 3 - 5 %.

If your portfolio is heavily concentrated in low - risk U.S. assets, adding a bit of emerging - markets exposure sounds like a smart way to improve diversification.

The vast majority of my net worth is concentrated in my asset management company Cambria, followed by farmland, then two private companies, then my investment portfolio.

Mutual fund managers willing to make «big bets» by concentrating their portfolios» assets have outperformed managers with more highly - diversified portfolios.

Focus Energy Trust met our strategic objective of adding concentrated assets with significant upside potential that fit into our portfolio of resource plays.

Evaluated investment strategies tailored to minimize portfolio and concentrated stock risk by utilizing asset allocation models, risk / return metrics, correlations, and market value projections.

«In an effort to further align the company's portfolio with our strategic plan of concentrating our portfolio of shopping centers in the Southeast, we sold Casa Grande, a held - for - sale asset, and Sulphur Springs,» says C. Cammack Morton, president and CEO of Konover Property Trust.

Simon Development currently owns a portfolio with an asset value in excess of $ 700 million concentrated primarily in NYC.

The Sunrise portfolio spans 10,000 units and is concentrated in Southern California, Chicago, Philadelphia, Boston and Washington, D.C., as well as international assets in London and Montreal.