Sentences with phrase «dollar based investor»

Bottom line: We believe it makes sense for Canadian dollar based investors to retain currency exposure in non-domestic developed market and emerging market equity holdings.

Not exact matches

According to the criminal complaint, McFarland told investors that Fyre Media, a web - based celebrity booking service, had earned millions of dollars in revenue in two years, while its actual revenue was $ 57,443.

But skeptics believe the company is bilking investors out of billions of dollars based on marketing fluff and a heavy dose of FOMO — fear of missing out.

A participating preferred stock enables an investor to first get a return of its dollar - for - dollar investment as a preference payment, before anyone else gets a single dollar, and then to continue to participate in the distribution of the remaining proceeds as a common stockholder based on its ownership percentage.

«On a cumulative basis there has not been a dollar added to the US stock market since the end of the financial crisis by retail investors and pension funds.»

Unlike corporations that might buy all or part of a business for strategic operating advantages, financial investors make their decisions based solely upon their projected return on invested dollars.

NEW YORK, April 30 (Reuters)- Weaker - than - expected German data hurt the euro against the U.S. dollar on Monday, with investors further unwinding short positions on the greenback that were based on assumptions that the European Central Bank was nearer to unwinding its stimulus.

While the outperformance will reward investors who have remained in actively - managed funds, it may not be enough to stem the tide of dollars flowing into low - cost passive funds, said Todd Rosenbluth, director of mutual fund research at New York - based CFRA.

But Siracusano of WisdomTree reminds U.S. - based investors that exchange - rate fluctuations could erode returns if, say, the euro plunges further against the dollar.

In fact, the Swiss franc rose 1 percent against the dollar on Wednesday morning, as investors looked for safe options after North Korea said it was «carefully examining» a plan to strike Guam, where a U.S. military base is located.

«It's very expensive for Europeans, say financial institutions, to buy Treasuries... so its going to deter people from buying Treasuries and its going to encourage dollar - based investors to invest overseas,» Chandler said.

Atlanta - based UPS and rival FedEx Corp have spent billions of dollars upgrading networks to handle surging e-commerce package volumes, weighing on margins and leaving investors frustrated over the expense.

And so every time the market went up, people piled into that fund, when market went down, they pile out, when the fund outperformed, they piled in, when the fund underperformed they piled out and they took that 18 percent annual gain when the market was flat so that's great on an annualized basis over 10 year period to beat the market by 18 points, but for outside investors, they went in and out so badly that the average investor on a dollar weighted basis lost 11 percent a year and --

But while the benefits of a large and diverse investor base have been demonstrated, the costs — both in terms of dollars and time — of managing these investors and complying with federal reporting obligations run the risk of undermining these benefits.

Prior to Trump taking office, many prominent investors and analysts were calling for continuation of US dollar strength based on tighter monetary policy and stronger economic growth.

As recently as six months ago, many investors expected the dollar to continue its rally of the past few years based on stronger economic growth, via Trump's agenda items, and tighter monetary policy by the Federal Reserve.

Investors hoping for Apple Inc. (NASDAQ: AAPL) to put some of its billions upon billions of dollars to use might be disappointed to find out the Cupertino - based company didn't buy a Netflix, Inc. (NASDAQ: NFLX) or a Walt Disney Co (NYSE: DIS)- type of company.

Advisers will have to project the dollar amount of future fees that each investor will incur based on his or her unique portfolio.

International markets did even better, with returns for U.S. - based investors benefiting from a decline in the dollar (which logged its worst month in nearly a year).

Class action securities suits based on false or misleading IPO documents have allowed investors to recover billions of dollars over the years.

The dollar's weakness should continue in at least the very short term, as bond yields keep on descending in the wake of QE2 and investors flock to non-dollar-denominated assets, says Marc Chandler, global head of currency strategy at Brown Brothers Harriman, based in New York.

Prior to joining Alignvest, Mr. Adams was a partner at London - based MAB Partners, a multi-billion dollar independent alternative investment group offering sophisticated investors access to alternative investment funds, with a focus on hedge funds and private equity.

While investors certainly need to do their due diligence, investing in products such as Bitcoin IRAs, which are held by established financial custodians and which feature multiple levels of security to safeguard customer assets, is far safer than striking out on your own and investing thousands of dollars in cryptocurrencies on an exchange that may be based in Eastern Europe, the Caribbean, or Asia.

In fact, a U.S. dollar - based investor buying the Euro Stoxx 50 Index would have earned over 20 % in 2012.

It seems that DOLLAR - based investors are searching for any type of investment that can yield more than inflation.

Across most international equity categories, a weak dollar provided a small boost for dollar - based investors.

DeePhi Tech (深鉴科技), a 1 - year - old, Beijing - based AI firm that provides deep learning solutions, has raised tens of millions of US dollars in Series A funding from investors including Xilinx (赛灵思), MediaTek (联发科), Tsinghua Holdings (清华控股), Sigma Square (方和资本), GSR Ventures (金沙江创投) and Banyan Capital (高榕资本).

The white paper authors likewise did not consult any of the private investors who have invested hundreds of millions of dollars into the commercial spaceflight industry based on this proprietary information.

Unveiled in multiple instalments, with a finale that premiered at the closing event of Shanghai Fashion Week, the mysterious movie begins with Houston playing a London - based CEO, whisked off to China to sell his multi-billion dollar company to an enigmatic investor.

But while Edison, the New York City - based company whose educational program does include free computers, has lost hundreds of millions of dollars and fallen out of favor with investors, National Heritage last year turned a small profit managing more than two dozen...

Borders was one of the early investors in Canadian based Kobo contributing 5 million dollars and held a 11 % stake in the company.

The narrative that Oyster was chasing a market that didn't exist, with an offer that was too thin, and based on a business model that was fundamentally flawed is now well established, and in burning through millions of dollars of investor cash in search of digital nirvana, the company hardly helped itself.

On a dollar - weighted basis, he earned 2.71 % / year for investors through 10/31/2010.

Investors were seeing the hundreds of millions in Facebook's subscriber base and thinking that it would translate into dollar signs.

This suggests that dollar - based investors will want to at least partially hedge their foreign currency exposure.

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

On a more structural basis, Canadian investors may have a higher bar for considering a foreign currency hedge in their global equity book, since the volatility dampening properties of the loonie typically have been beneficial — a stark contrast to the U.S. dollar which has tended to amplify risk.

LOYAL3's dollar - based structure allows for ownership of fractional shares of companies that may be beyond the reach of cash - constrained investors.

While VTI costs just 0.05 %, investors with non-registered accounts may be better off paying the extra 12 basis points to save the expense and hassle of converting their loonies to US dollars.

When an investor invests an equal dollar amount each time a stock declines in price by a certain level (ie, $ 1,000 with each 20 % decline in price), it is called Price - Based Dollar Cost Averaging -(this practice is sometimes called Scale Trading and is discussed in Chaptdollar amount each time a stock declines in price by a certain level (ie, $ 1,000 with each 20 % decline in price), it is called Price - Based Dollar Cost Averaging -(this practice is sometimes called Scale Trading and is discussed in ChaptDollar Cost Averaging -(this practice is sometimes called Scale Trading and is discussed in Chapter 6).

The emerging evidence is that this particular investor cohort has earned negative dollar - weighted alphas on a gross - of - fee basis, as indicated by their large negative return gaps versus a buy - and - hold strategy.

For U.S. dollar - based investors, ADRs are also subject to the same currency risk as the underlying stock in the foreign market when the value of the dollar changes relative to the native currency.

For example, if the U.S. dollar appreciates against the Japanese yen, the real return to a U.S. dollar - based investor will be less than the return to a yen - based investor because of the stronger dollar.

Across all funds, investors earned an average dollar - weighted return of only 6.87 %, 194 bps less than the 8.81 % that managers achieved on a time - weighted basis.

ShareOwner's dollar - based investing service allows investors to acquire fractional shares of an exchange - traded fund, thereby allowing lower investment amounts.

In the past, mutual fund investors were lured into parking trillions of dollars in fund families based on essentially the same premise.

Since institutional investors make or lose thousands of dollars on seemingly minute percentage changes, they have divided each percentage point into 100 points, each of which is called a «basis point» (bp).

If their currencies strengthen against the dollar, U.S. - based investors will benefit.

The effect of a significant depreciation in the value of the U.S. dollar on the value of an investor's U.S - based portfolio is very much a function of the portfolio's contents.

A strong dollar has weighed on the value of investors» foreign holdings as well, making their dollar - based returns even weaker.