Sentences with phrase «equity arbitrage»

When he left in 1988 to start the hedge fund Perry Capital he was working in equity arbitrage, while lecturing on finance at the Stern School of Business at New York University.

Kotak Equity Arbitrage (Sept. 1,» 08), Kotak Asset Allocator Fund (Sept. 1,» 08), Kotak Global Emerging Market Fund (Apr. 4,» 11), (Dedicated fund manager for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,» 17).

Ex: Franklin low duration fund + ICICI Equity arbitrage fund.

Ex: Franklin Low duration fund / ICICI Equity arbitrage fund.

Prior to joining Ramius in July 1999, Mr. Mitchell was a Managing Director of BT Alex Brown Inc., where he was responsible for proprietary equity arbitrage trading in New York.

Not exact matches

• White Oak Equity Partners acquired a minority interest in Blueshift Asset Management, a Red Bank, N.J. - based quantitative investment firm focused on statistical arbitrage and high - frequency trading strategies.

Jonathan Pollock, who had practiced closed - end fund arbitrage in Europe and Asia, had returned to New York a few years earlier, and now fused the principles upon which Singer had built the firm into an equity strategy that could travel across Elliott and the globe.

In particular, long short equity and fixed income arbitrage.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In the third quarter (Q3) of 2016, K2 Advisors» Research and Portfolio Construction teams continue to have high conviction for long short equity and merger arbitrage strategies, and within the global macro strategy, the teams have elevated emerging markets into their top three convictions.

After working briefly at Warburg Pincus, the private equity firm that owned an equity stake in Mattel, and at Island Records, where he was director of corporate development, he joined Lafer Equity Investors, a New York hedge fund, where he learned the «craft» of risk arbitrage — betting on the outcome of mergers and acquisitions and other «event driven» opportunequity firm that owned an equity stake in Mattel, and at Island Records, where he was director of corporate development, he joined Lafer Equity Investors, a New York hedge fund, where he learned the «craft» of risk arbitrage — betting on the outcome of mergers and acquisitions and other «event driven» opportunequity stake in Mattel, and at Island Records, where he was director of corporate development, he joined Lafer Equity Investors, a New York hedge fund, where he learned the «craft» of risk arbitrage — betting on the outcome of mergers and acquisitions and other «event driven» opportunEquity Investors, a New York hedge fund, where he learned the «craft» of risk arbitrage — betting on the outcome of mergers and acquisitions and other «event driven» opportunities.

«We don't have to try and decide to make our money in any one instrument or strategy - we can invest in private equity, individual equities or arbitrage.

The common element is that any long position taken in a specific equity is offset by a short position in either a merger partner (risk arbitrage), an «overvalued» member of the same sector (long / short paired trading), a convertible bond (convertible arbitrage), a futures contract (index arbitrage) or an option contract (volatility arbitrage).

Hedge fund strategies, such as Equity Hedge, Event Driven, Macro and Relative Value, may expose investors to the risks associated with the use of short selling, leverage, derivatives and arbitrage methodologies.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

Rob also has experience trading and managing equity portfolios, S&P futures portfolios, fixed income and merger arbitrage portfolios.

This includes utilizing a combination of globally diversified ETFs; active long - only managers focusing on delivering alpha; risk - managed and alternative sectors including those who utilize pair trades, arbitrage, option overlays; and finally direct investment, private equity and venture capital.

Before founding Third Point, Daniel worked in the securities industry for over a decade, gaining dedicated experience in equities, distressed debt, high - yield bond sales, risk arbitrage and private investments.

Before Jefferies, Daniel was a risk arbitrage Analyst at Lafer Equity Investors.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

If by other Asset classes you mean other than equity, i.e. debt funds, liquid funds, arbitrage funds, FD's etc then yes majority of our lump - sum corpus has been invested in these asset classes only.

The massive buying demand for Xerox CDS led the CDS spreads to widen, which spread into the corporate bond market through arbitrage and eventually led the price of Xerox common equity downward.

NEW YORK (Reuters)- The heavy pace of private equity deals being brokered on Wall Street is not a bubble being driven by irrational investors, but rather the result of an arbitrage opportunity in the market, said Citigroup's chief U.S. equity strategist.

But large banks, corporations and wealthy individuals use properly structured life insurance contracts to obtain tax benefits, increase yields on cash, reduce borrowing costs and create positive arbitrage on equity loans.

There are three different types: equity market neutral, merger arbitrage and convertible arbitrage.

They also have the ability to invest beyond the equity market in «less liquid» investments, such as distressed debt, can hold short positions in merger / arbitrage situations or to hedge market risk, and are willing to hold a up to 15 % in cash.

Merger Arbitrage — Merger arbitrage strategies seek to exploit the difference in market prices of publicly traded equities at the announcement and throughout the process of corporate merger and acquisitioArbitrage — Merger arbitrage strategies seek to exploit the difference in market prices of publicly traded equities at the announcement and throughout the process of corporate merger and acquisitioarbitrage strategies seek to exploit the difference in market prices of publicly traded equities at the announcement and throughout the process of corporate merger and acquisition events.

Arbitrage Tactical Equity Fund will do complicated things in pursuit of capital appreciation.

Arbitrage funds — These schemes as the name suggests follows arbitrage strategy and invests atleast 65 % of total assets in equity related insArbitrage funds — These schemes as the name suggests follows arbitrage strategy and invests atleast 65 % of total assets in equity related insarbitrage strategy and invests atleast 65 % of total assets in equity related instruments.

As you receive payments, and repay your equity loan, your cost of financing are reduced, thereby increasing your arbitrage.

For example, if you borrow against the equity in your real property at 5 % and re-loan the funds at 10 %, you've just created a 5 % arbitrage.

October saw 13 new alternative funds register with the S.E.C. covering a wide swath of strategies including multi-strategy, long / short equity, arbitrage, global macro and managed futures.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Strategies adopted in a multi-strategy fund may include, but are not limited to, convertible bond arbitrage, equity long / short, statistical arbitrage and merger arbitrage.

From my angle, the Fed will slowly be forced to recognize that problems developed from speculation in residential real estate, CDOs, overdone arbitrage strategies and private equity are either a) too big to solve through monetary policy, without causing a lot of inflation, or b) they will try to «solve» the problem anyway, and hope that inflation doesn't rise too much.

In FF analysis, market risk is mostly ignored except when dealing with «sudden death» securities — derivatives and risk arbitrage securities; when dealing with portfolios financed by heavy borrowing; and when companies have to access capital markets, especially equity markets.

The common element is that any long position taken in a specific equity is offset by a short position in either a merger partner (risk arbitrage), an «overvalued» member of the same sector (long / short paired trading), a convertible bond (convertible arbitrage), a futures contract (index arbitrage) or an option contract (volatility arbitrage).

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments.

Investment Objective: To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.

Returns for the IQ Merger Arbitrage Index do not reflect the deduction of management fees, taxes and other expenses.The MSCI World Index is a free - float adjusted market capitalization weighted index that is designed to measure the equity market performance of developed market (performance data assumes reinvestment of dividends, but it does not reflect management fees, transaction costs or other expenses).

We can reduce direct equity exposure further by cash to futures arbitrage.

For accumulating an emergency fund, kindly do not consider Equity funds, you may consider Liquid funds / Arbitrage funds (funds which have less risk profile).

So as I understand from the above, am I correct to say that for for a pure Systematic Investment to Equity fund over a period of say 2 - 3 months, is Arbitrage better option than a Debt fund?

1) Waiting for an article from you about arbitrage funds, when to invest in this and how it works etc,... 2) people are suggesting for long terms investing in equities (stock market), how would it work, like SIP in mutual funds or??

But if your STP horizon is > 12 months, arbitrage funds can be a bit tax efficient ones, as they are treated as Equity fund for taxation purposes and also the STCG tax rate is 15 % (assuming tax assess is in 20/30 % tax slab).

If your holdings of an Arbitrage Equity mutual fund scheme are less than 1 year old i.e. if you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital Gain.

The fund objective of a typical Arbitrage Fund in India is to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing remaining balance in debt and money market instruments (like Debentures, Commercial Paper, Certificate of DepositArbitrage Fund in India is to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing remaining balance in debt and money market instruments (like Debentures, Commercial Paper, Certificate of Depositarbitrage opportunities in the cash and derivatives segments of the equity markets and by investing remaining balance in debt and money market instruments (like Debentures, Commercial Paper, Certificate of Deposits etc.,).

Dear Manja, Yes, STCG tax rate is 15 % for Arbitrage funds as they are classified as Equity funds for the taxation purposes.

As of 30th Nov, 2017 this arbitrage fund has a portfolio allocation of 66 % in Equity & Equity derivatives, around 22 % in Debt Securities, 3 % in Money Market Securities and around 6 % as idle cash.

There are different types of mutual fund schemes — Equity, debt, balanced / hybrid, arbitrage etc.,