Sentences with phrase «economic value of the portfolio»

If you're a long - term investor, the NAV is really the right thing to look at, because that is showing you how the economic value of the portfolio is changing.

Not exact matches

Our patient investment approach and highly regarded turnaround capabilities have helped dozens of portfolio companies fix ailing balance sheets, address competitive and economic challenges and focus on implementing effective, value - driven business plans.

In this way, the economic value of the company can be enhanced as it is able to show a progressively growing IPR portfolio.

This portfolio is made up of companies that have consistently demonstrated the ability to increase sales and earnings, and improve their cash flow and book values over multiple economic cycles.

The performance of growth and value equity styles tends to be oriented toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.

The ValueShares US Quantitative Value (QVAL) strategy seeks long - term capital appreciation by investing in a concentrated portfolio of 40 or so US exchange traded stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength.

Our value proposition is also based on the reinvestment of high income which compounds rapidly in all economic and financial market environments providing a strong cushion in the portfolio.

The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses.

The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them.

The market value of a fund's portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions.

The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions.

6 Investors should be aware that the fund's yield and the value of its portfolio fluctuate and can be affected by changes in interest rates, general market conditions and other political, social and economic developments.

Broad Run may abstain from voting a proxy when the effect on the economic interests of investors in the Focus Fund or the value of the Focus Fund's portfolio holding is indeterminable or insignificant; or when the cost of voting the proxies outweighs the benefits, e.g., when voting certain non-U.S. securities.

The idea behind PP was to create a portfolio in away that investments were made so that the portfolio would maintain its value and grow conservatively over time, with certain parts of the portfolio outperforming other parts of the portfolio at different times, depending upon the economic environment — without having to time the economy.

A balanced portfolio aims for a mix of growth and value stocks, big and small stocks, and most important, balance across most if not all of the five economic sectors.

The proportion of the Allocation Fund's portfolio invested in each asset class will vary from time to time based on the Manager's assessment of relative fundamental values of securities and other investments in the class, the attractiveness of the investment opportunities within each asset class, general market and economic conditions, and expected future returns of investments.

Of course, the strategic logic (or lack thereof) of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessioOf course, the strategic logic (or lack thereof) of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessioof the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recession.

5 Bond Funds - Investors should be aware that the fund's yield and the value of its portfolio fluctuate and can be affected by changes in interest rates, general market conditions and other political, social and economic developments.

The amount of a stock portfolio that constitutes overvaluation does not possess any genuine economic value.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

ESG factors have started to be recognised in fixed income investing as value - adding indicators of economic performance; an increasing number of portfolio managers and investment specialists are now beginning to incorporate some form of ESG into their decision - making process.

A high - performing art dealer, Brown sells art that reliably increases in value, regardless of the general economic conditions, as a hedge to diversify the portfolios of his unimaginably wealthy collectors.