Sentences with phrase «equity investment approach»

Take a deeper dive into the Defined Risk Strategy (DRS) and learn how since inception in 1997 this distinct, hedged - equity investment approach has posted an enviable track record of consistent returns with reduced volatility across full market cycles.

Hear Randy Swan, Founder and Lead PM of Swan Global Investments, discuss his background and the founding of our the company in 1997, as well as, the philosophy and process behind our distinct, hedged - equity investment approach called the Defined Risk Strategy (DRS).

We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

Not exact matches

The NOCs are being approached by lawyers and investment bankers not just from Calgary but from Houston and Melbourne too, seeking patient capital for long - timeline projects while equity prices for energy companies have been steadily sinking on stock markets despite the high price of oil.

Many of the firm's energy investments have utilized the line of equity approach that Warburg Pincus pioneered two decades ago and have benefited from the firm's Executive - in - Residence program.

Unfortunately, the plan presented by his advisers, Peter Navarro and Wilbur Ross, suggests an approach based on tax credits for equity investment and total private sector participation that will not cover the most important projects, not reach many of the most important investors, and involve substantial mis - targeting of public resources.

The investment approach of the teams advising the energy and renewable resources and infrastructure funds is similar to that of our Corporate Private Equity funds, with certain additional objectives.

We achieve this by focusing on equities and fixed income investments that trade in North America, and by sticking to our «Disciplined Dividend Growth» investing approach.

The renewed energy our liquidity transactions bring is always exciting: While our deals involve creatively solving the liquidity needs of shareholders, we approach our investments with a growth mindset and relish opportunities to deploy equity for organic or inorganic growth initiatives.»

Within the equity component, we utilize a value approach to stock selection, applying bottom - up, fundamental analysis to all investment decisions.

Z Capital Partners, LLC («ZCP») is the private equity arm of Z Capital and pursues a value - oriented, opportunistic approach in private equity that includes making control investments in companies that involve turnarounds, corporate carve - outs, growth platforms, go - private transactions, and restructurings.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

SGE's orientation as a hybrid between a growth equity firm and family office enables Ben to approach investment opportunities with a long term time horizon.

This favors the equity market as we approach 2016,» said Alan Gayle, senior investment strategist at RidgeWorth Investments.

Target approximately 30 small to mid-sized US company equities that the manager believes are equity investment opportunities using a value approach.

I don't really need any of the investment money, and I could imagine taking a 100 % equities approach.

We tap the sector expertise of Franklin's equity and credit analysts when selecting investments for the fund, which helps maintain the fund's highly diversified approach.

LIFT Investment Advisors investment approach combines value investing principles with the team experience and the disciplined decision - taking process used in PrivaInvestment Advisors investment approach combines value investing principles with the team experience and the disciplined decision - taking process used in Privainvestment approach combines value investing principles with the team experience and the disciplined decision - taking process used in Private Equity.

Several factors to consider when implementing a personalized approach are the overall equity exposures between the U.S. and foreign markets, hedging and alternative investments.

Retz Reeves is the international equities portfolio manager at Islamorada Investment Management (IIM) and utilizes a value - based approach.

They should continue to support funding for the replication and expansion of high - quality charter schools, and they should make new investments in research and support for parent information, equitable funding and facilities, and innovative, low - regulation approaches to equity and effectiveness in schools of choice.

Norm Boersma, chief investment officer of Templeton Global Equity Group, explains why his team doesn't see major cause for alarm amid the recent market correction — and why they think conditions look ripe for a value - oriented approach.

Our investment team approaches European equities with a bottom - up investment style based on our convictions and largely unconstrained by benchmarks.

The fund takes a value investment approach when selecting equity securities in its equity coverage and investing mostly U.S. government bonds and investment - grade cooperate bonds for its fixed income portion.

Considering balanced approach for wife as majority of my investments are in Equity Large Caps and Mid + Small MFs.

On surface, this may cause concerns to some investors if the fund is only judged by its return because OAKBX could appear to be lagging S&P 500 Index due to the value approach and the large investment in fixed income equities.

While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn't have to be an either - or proposition.

Another approach would be to use 60/40 with the present $ 150,000 and all equity with new investments during the next 5 years.

I do all my investments with four index funds, and I currently have a fairly aggressive approach with 20 % in a bond ETF (AGG) and 80 % in three equity ETFs.

While traditional target - date funds use a mix of equities and fixed - income, the new BMO ETFs use only investment - grade corporate bonds, gradually shortening the maturities as the target date approaches.

He is responsible for enhancing the Quantitative Equity Products models and explaining our investment approach to our clients.

In addition to equity performance measurement and design of strategic investing approaches, S&P DJI has provided Canadian market participants with products for other areas of investment.

How you answer these questions could suggest different investment approaches ranging from a more aggressive strategy, using a greater percentage of equities and high - yield bonds, to a more conservative strategy, using a greater percentage of bonds than equities, or something in between.

The goal of this paper is to establish that certain mathematical principles support the usage of a hedged equity approach over other traditional equity approaches for long - term investment growth.

Equity Market Risk: Even a long - term investment approach can not guarantee a profit.

Over the 14 — year period ending Feb. 28, 2017, the S&P Global Natural Resources Index, which is designed to provide market participants with an equity - based approach to natural resource investments through its three commodity - related sectors (agribusiness, energy, and metals & mining), has outperformed the S&P Global BMI by a monthly average of 36 bps in high - inflation months.

Citing the fund managers and investment approach, Morningstar raised its rating on the Vanguard Strategic Equity Fund to silver from bronze.

BlackRock writes that the iShares MSCI World Small Cap UCITS ETF (WSML) is a way for investors to express a nuanced view within their equity allocation, allowing them to take a building block approach to broad exposure but with a lower level of idiosyncratic risk than single stock investments.

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.

A good process - driven approach to long - only equity investment should and does provide a very good -LSB-...]

The West Coast eREIT focuses on a balanced approach of acquiring both debt and equity investments in commercial real estate assets located specifically in the West Coast region.

«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment StrateInvestment Strategies team.

DFA provides me and my clients with a rigorous investment foundation that improves upon the conventional investment approach I took when I worked as an equities analyst and portfolio manager in the 1980 - 1990s.

Our core offering, value equities, is managed by the Boston Partners team, using an investment approach that was developed by the firm's founders in the 1980's.

Previously Eric was a Portfolio Manager and Analyst with 1st Source, where he co-managed a publicly traded mutual fund, created the firm's outside mutual fund recommendation list, analyzed individual equity securities, generated investment commentary, and devised a quantitative approach to fundamentals - based security selection.

The company's investment and risk management approach is reflected in its name - Risk Adjusted Returns to Equity (RARE), with the risk / return relationship being a prime focus.

Age - based investment options automatically reallocate account funds to be weighted less in equity funds and more in fixed - income funds and FDIC - insured accounts as your beneficiary approaches college enrollment age.

Portfolio manager Prabha Carpenter discusses the equity team's collaborative process, investment philosophy and approach.

Since 1975, Southeastern Asset Management's investment philosophy has been to consistently employ our time - tested value approach to long - only equity investing based on owning strong businesses with good people at deeply discounted prices.

Morningstar's David O'Leary reviews the Steadyhand Small - Cap Equity Fund, with a focus on the manager's strategy and investment approach.