Sentences with phrase «equity manager portfolios»

Fairview is the pioneer in developing next generation private equity manager portfolios for institutional investors.

Not exact matches

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

Michael Reckmeyer, a portfolio manager of Hartford Equity Income, notes that that's a sticky business — big companies don't change their tech setups easily — and Microsoft's cloud and database businesses are dhelping mitigate the secular decline of desktop software.

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

Scilla Huang Sun, portfolio manager of the GAM luxury brands equity fund at GAM Investments, discusses the high - end watch market.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Many experts, including Anil Tahiliani, a North American equities portfolio manager with McLean & Partners, expected single - digit returns at best.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

Mark Oelschlager, manager of the Morningstar five - star rated Pin Oak Equity fund (POGSX), learned a lot from his father about managing a portfolio, but has found success by taking a slightly different approach.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

Small wonder that big money managers allocate large parts of their portfolios to private equity.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

James Ayer, portfolio manager of the Oppenheimer International Equity Fund, believes they can.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

Leonard is a former portfolio manager and principal at Brecken Capital LLC, a hedge fund focused on domestic equities.

Uwe Zoellner, CFA Head of Pan-European Equity Portfolio Manager Franklin Local Asset Management

We are experts in building portfolios featuring new firms, small funds, diverse managers and niche strategies across the private equity spectrum.

Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.

Franklin Mutual Series Executive VP and Portfolio Manager Philippe Brugere - Trelat explains why he believes Emmanuel Macron's French presidential victory could be beneficial for French and European equities.

Hedge - fund firms whose trading includes equities may eventually seek to hire SAC portfolio managers, the people said.

He then joined Lepercq de Neuflize & Co. as Chief Investment Officer and Portfolio Manager of International Equities.

He also serves as a senior portfolio manager for a number of the group's passive equity portfolios.

Amy is a Principal at State Street Global Advisors and a Portfolio Manager in the Global Equity Beta Solutions team.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

categories: Indexes, Americas, EMEAI, Factor and Risk Modeling, Investing (Investment Management), Portfolio Construction and Optimization, Asia Pacific, Asset Owners, Hedge Funds, Equities, Research Paper, CHIA Chin - Ping, Asset Managers (Quant or Fundamental), BARMAN Subhajit, HUNG Raphael, LIM Eugene, MUTHUKRISHNAN Anand

These Australian equity hedge fund managers employ a variety of absolute return strategies that when combined produce a portfolio that has the ability to deliver positive performance irrespective of whether the equity market is rising or falling.

Franklin Equity Group Vice President and Portfolio Manager Matt Quinlan explains why he thinks US banks could benefit from a more favorable economic and regulatory environment.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

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.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

«I got them all wrong» exclaimed one private equity portfolio manager.

NWQ's core product is its fiduciary fund, which invests across a portfolio of Australian cash, fixed income and equities managers.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Leila Heckman, head of international equities at Lebenthal Asset Management, joined us for our monthly Salon to discuss the increased acceptance of global diversification among portfolio managers and the reasons behind her approach to investing.

By Yana S. Barton, CFA, Portfolio Manager, Growth Team, Eaton Vance and Lewis R. Piantedosi, Director of Growth Equity, Eaton Vance

GOING DOMESTIC By Vanessa Drucker Global Finance sat down with Conrad Saldanha, portfolio manager, emerging markets equities, at asset management firm Neuberger Berman, to discuss the future prospects for global emerging markets.

Robert Kleinschmidt, portfolio manager of the Tocqueville Fund, discusses contrarian investing, the reasoning behind recent investments and the overall state of the equities market.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

He is the Portfolio Manager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stManager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stmanager of the Multi Cap Equity strategy.

Mordy, unlike many portfolio managers, stays away from U.S. equities markets.

Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007.

Hear first - hand from seasoned Fund Manager and Head of Asia ex-Japan Equities, Andrew Gillan, who will discuss the importance of Asia to the global economy and to your clients» portfolios.

By Lewis R. Piantedosi, Director of Growth Equity, Eaton Vance and Yana S. Barton, CFA, Portfolio Manager, Growth Team, Eaton Vance