Sentences with phrase «equity factor which»

There was also a return on equity factor which added positive performance when combined with price momentum.

Not exact matches

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

Another factor: In January, to the horror of the private equity world, the Ohio Bureau of Workers» Compensation asked a state judge for permission to publish information on the VC firms in which it invests — including company valuations and rates of return.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

If you are interested, you can read the accompanying Schwab Equity Rating Report located just below the Schwab Equity Rating, which provides detailed information to help you understand the factors that determine the rating.

Eugene Fama and Kenneth French develop the three - factor asset pricing model, which identifies market, size, and price (value) factors as the principal drivers of equity returns.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

Then, a stock under consideration is stress - tested by Mauldin Economics» proprietary Equity Evaluation System (EES), which measures more than 100 qualitative and quantitative factors.

Which lending option is right for you depends on a number of factors, such as how much equity you have, how long you plan to stay in your home and if you want to receive money back.

The model is enriched with Barra Descriptors, the building blocks of the model's factors, which are available for the first - time ever for U.K. equity investors as a valuable tool for alpha research and strategy evaluation.

Taken together, we believe these factors present a compelling argument why investors should exit all of the electronic gold products specified at the beginning of this article, and convert the proceeds into physical gold and / or non-Deep State - controlled equities of companies in which they have full confidence that managements are working for them, not the bullion banks.

Using competitive equity factors, a school such as Independence - San Jose, which has 3,260 students but only two winning seasons in the last 10, would not be in the same playoff division in the CCS as Bellarmine Prep - San Jose under any circumstances.

Students also suggested developing an equity index, which would take into account a variety of factors in schools and their surrounding neighborhoods that likely lead to negative educational outcomes.

The schools were determined based on their ranking on the equity index, which factors in student demographics, the academic status of incoming students, and community indicators such as asthma and gun violence.

The funds do not attempt to mitigate other factors which may have a greater influence on the equity positions than currency rate risk.

Hi Professor Damodaran, In discussing mean reversion for broad equity indexes, here are a few factors that seem potentially relevant, which I didn't find mention of in your post: 1) Technology network effect: technology revolutions (electricity, transistor, computer, internet, etc) engender decades - long streaks of further invention and commercialization.

Another factor playing a role in near term relative return comparisons, particularly with respect to our Value Fund and our Worldwide High Dividend Yield Value Fund, is the continued strong performance of US equities, which today constitute nearly 60 % of the total weight of the MSCI World Index.

We also know you are more than your credit score, which is why we take the time to look at other factors such as your ability to pay back the loan, and the equity value of your vehicle, instead of solely at your credit.

The AMC, Fund Manager, asset allocation, Category (have to be equity diversified) also may be few other factors other than performance — which might do well in future.

For example, there are numerous factors related to the equities, fixed income, or commodities markets in general that can not be, and have not been, accounted for in the preparation of the Index information set forth, all of which can affect actual performance.

Equity risk is the risk that the value of the equity securities, of U.S. or non-U.S. issuers, held by the Fund will fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of securities held by the Fund participate, or factors relating to specific companies in which the Fund inEquity risk is the risk that the value of the equity securities, of U.S. or non-U.S. issuers, held by the Fund will fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of securities held by the Fund participate, or factors relating to specific companies in which the Fund inequity securities, of U.S. or non-U.S. issuers, held by the Fund will fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of securities held by the Fund participate, or factors relating to specific companies in which the Fund invests.

I was researching the subject and reading Strategic Allocation to Premiums in the Equity Market by David Blitz which concludes that an entire porfolio of smart beta can produce a premium above the market, and better risk adjusted returns than a single factor.

The launch of QARP adds to the existing Xtrackers comprehensive factor indices line - up, which is designed to track the equity market performance of companies that have demonstrated relatively strong exposure to targeted investment style factors: value, momentum, quality, volatility and size.

Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.

Unfortunately the wailing equity zealots do not factor in Stein's Law, which states, «If something can not go on forever, it will stop.»

To qualify for purchase, a company's Debt to Equity ratio must be in line or lower than the median of the sector to which it belongs and the stock must be ranked in the top 25 % of stocks in the index based on the above five factors.

Loan to value ratio is the common factor for approval of both an HELOC and home equity loan, which is probably the reason for so much confusion.

This mutual fund tracks the Russell 1000 Comprehensive Factor Index, which is designed to capture exposure to large - cap U.S. equities using five factors: quality, value, momentum, low volatility and size.

That said, the risk premium factor shows that the largest gains tend to come in the southwest quadrant: low equity valuations and high Baa bond yields, which is a perfect set - up for mean reversion.

The study factored in a down payment of 20 per cent, which is more reflective of repeat buyers who've already built up equity from a previous property and first - timers who likely got some financial support from their parents.

We also favor the global technology sector, which happens to be underrepresented in the Canadian equity market but is the single largest sector weight in EM, the U.S. and the momentum factor.

The Fund's criteria for investing in equity and equity - type securities bottom on four factors which, if not compromised, ought to go part of the way toward providing insurance against permanent impairments.

You can find out which vehicle is based on the equity or other value determining factors.

The value of equity securities varies in response to many factors, including the activities and financial condition of individual companies, the business market in which individual companies compete and general market and economic conditions.

Keep in mind your Civic's value or equity (which an auto title loan is based) will be determined by a few different attributing factors, like wear and tear, usage, and interior or exterior modifications.

Now correlate these factors to the metrics that dominate today's large law firm business models — billings, billable hours, and associate / partner leverage ratios, all of which produce equity partner profits.

The chief executive of private equity - backed firm Knights Professional Services, which this week announced it is entering the top 100 with the acquisition of Darbys Solicitors, says that moving from an equity partnership to a corporate, more efficient structure has been the single most important factor in its success.

He took us through the allure and power of capitalism, prevailing whiteness, power and privilege, and institutional racism, which are factors that can distract us from self - determination, decolonisation and equity.

When we look at the influence of the Internet, mobile marketing, social media, sales apprehension, buyer fear, lack of equity, foreclosures, short sales, and the increase of cash buyers, we can see all these factors are creating an environment in which consumer demands and expectations are changing rapidly.

As an investor entering a new market, odds are that you're unfamiliar with the many factors that influence your investment: Purchase prices, taxes, housing regulations, capitalization rates, and / or the rental market conditions of the state or neighborhood in which you are looking to deploy equity.

Some experts believe the low inventory is a result of several factors, among which include homeowners still struggling with low equity as a result of the Great Recession.

«Many factors, including strong demand and tight supply in many markets, are contributing to the long - sustained boom in prices and home equity which is a very good thing for those owning homes,» said Anand Nallathambi, president and CEO of CoreLogic.