Sentences with phrase «core equity strategy»

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Google (GOOGL) and First Republic Bank (FRC).

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Apple (AAPL).

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Google (GOOGL) and MasterCard (MA).

The Core Equity Strategy invests primarily in mid and large capitalization stocks of high - quality companies.

He also serves as a member of the portfolio management team of MFS» US core equity strategies.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

The firm has grown to over $ 25.9 billion in assets under management as of March 31, 2018 and now manages five funds: four fundamental, U.S., core equity strategies across multiple market capitalizations and one U.S., fixed income strategy.

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.

Not exact matches

«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.

The Vident Core U.S. Bond Strategy ETF (VBND) lowered its expense ratio from 0.48 % to 0.43 %, while the Vident Core U.S. Equity Fund (VUSE) reduced its expense ratio from 0.55 % to 0.50 % and the Vident International Equity Fund (VIDI) lowered its expense ratio from 0.68 % to 0.61 %.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

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 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.

In 2017, investors poured more than $ 160 billion into international equity ETFs — almost as much as they did into U.S. equity funds — and emerging market funds were big in - takers, with ETFs like the iShares Core MSCI Emerging Markets ETF (IEMG) and the Vanguard FTSE Emerging Markets ETF (VWO) among the year's most popular strategies.

«With this renewal, the CORE districts will be able to continue implementing their plans to promote innovative, locally tailored strategies to improve educational outcomes for all students, close achievement gaps, increase equity, and improve the quality of instruction,» Ann Whalen, a federal administrator for elementary and secondary education, wrote in the approval letter.

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From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

Equity (Stock) Risk, ETF and Mutual Fund Risks, Fixed Income Risks, Credit Risk, Duration Risk, Interest Rate Risk, Liquidity Risk, Reinvestment Risk, Index Investing Risks, Master Limited Partnerships (MLPs) Risks, QDI Ratio Risks, Real Estate Investment Trusts (REITs) Risks, Failure to Implement, Financial Risk, Company Risk, Core + Satellite Strategies Risk, Inflation Risk, Market Risk, Political Risk, Technical Analysis Risk.

These activities complement Brookfield's core competencies and include global listed real estate and infrastructure equities, corporate high yield investments, opportunistic credit strategies and a dedicated insurance asset management division.

Vista Investment Management employs a Core Equity investment strategy for its portfolio, primarily using ETFs.

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 value.

The group is responsible for conceptualization, research, and design of the S&P Global core and quantitative equity, fixed income, commodities, volatility (VIX futures based), multi asset, sustainability (ESG), and alternative asset strategy indices.

Vista Investment Management employs a Core Equity investment strategy.

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 strategy brings an institutional approach to investing, available in an ETF format, with broad equity benchmarks at its core and an option overlay for additional yield.»

This direct investment strategy will be a change from how XEF currently implements its investment strategy by investing in shares of iShares Core MSCI EAFE ETF, a U.S. iShares Fund that itself invests in a portfolio of international equity securities included in the XEF Index.

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

«With Miami growing in stature among the top business and financial hubs in the Americas, the timing was ripe for PREI's entrance into the Brickell market,» Cathy Marcus, managing director at Prudential Real Estate Investors and senior portfolio manager for the firm's core open - ended equity commingled real estate strategy.

Equity One Inc. has grown to become a safe, reliable REIT in its eight years as a public company through a straightforward strategy of looking for portfolio deals in its core markets, especially in and around Florida.

Today, REITs are looking for new strategies to achieve their growth objectives, including accessing private and public equity capital; using secured and unsecured debt; issuing preferred stock; pursuing off - balance - sheet joint ventures, strategic mergers, and consolidations; and acquiring core and noncore assets in the United States and overseas.

According to David Neithercut, president and CEO of Equity Residential, who discussed the Lexford sales with analysts in an early May earnings report, the planned disposal is the latest step in the REIT's 5 - year - old strategy to exit small cities and concentrate on acquiring and developing apartments in core markets from Boston to Southern California.