Sentences with phrase «equity managers holding»

Consider two hypothetical international equity managers holding the same stock from the perspective of a taxable superannuation fund client with realized capital losses (see Exhibit 1).

Equity managers hold onto more cash.

Not exact matches

«The only conceivable way our retirement saver would give up $ 2,300 in expected returns on his equity holdings is if his fund manager had an extraordinarily large number of trades.

Despite the volatile swings in global equities, fund managers are still confident in stocks but the falling oil price is pushing them to add to their cash holdings, a leading industry survey has found.

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.

By Aaradhana Ramesh and Krishna Eluri (Reuters)- U.S. fund managers kept their recommendations for equity holdings steady for a third month in November, and near their lowest since the financial crisis, pending a widely - expected Federal Reserve rate hike, a Reuters poll found.

As noted, for ESOPs in closely held companies this is not an issue since, typically, the entire company is being sold to the employees, and managers and the exiting owner are not focused on the dilution of the majority shareholder since that shareholder desires to cash out its majority equity.

He also held assignments as group CIO of the Equity division, director of research for Fidelity Tokyo, director of U.S. equity research, portfolio manager for U.S. equity funds, and a research anEquity division, director of research for Fidelity Tokyo, director of U.S. equity research, portfolio manager for U.S. equity funds, and a research anequity research, portfolio manager for U.S. equity funds, and a research anequity funds, and a research analyst.

Exhibit 2 depicts the average holding periods of investment managers of stocks in equity mutual funds.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

Karen also held portfolio manager and equity analyst positions at First Atlanta Corporation (1983 — 1986) and at Butcher and Singer in Philadelphia (1986 — 1988).

WHEREAS Wall Street financier and private equity fund manager Steven Klinsky is the founder of Victory Education Partners, Inc., a privately held, for - profit educational management company that manages charter schools in New York, Pennsylvania and Illinois; and

The fund seeks long - term capital appreciation by investing substantially in the equity securities of companies that are leaders in their industries, and which the managers believe are suitable for a buy - and - hold strategy.

Karen also held portfolio manager and equity analyst positions at First Atlanta Corporation (1983 — 1986) and at Butcher and Singer in Philadelphia (1986 — 1988).

The argument of a full - or over-valuation of stocks backfires when applied to the existing equity holdings of a fund: If at present the manager does not want to use the surplus cash to add to these positions, this implies that they have a limited appreciation potential, are fully valued or even over-valued.

The recurring problem, which Alpholio ™ addressed in several prior posts, is that managers in some equity funds (especially value strategies) hold a large percentage of assets in cash.

Over two - thirds (68.4 per cent) of the 212 actively managed ETFs worldwide are in fixed income because bond managers are more comfortable than equity managers in providing transparency on their portfolio holdings.

The active managers that do best in equities, it has been shown, are those with 20 or fewer holdings.

Previously he held a position as portfolio manager at Danske Capital for the Danske Invest Latin American Equities fund.

He was appointed to this position in August 2016, having previously held the role of Global Emerging Markets Fund Manager and Head of Research within the Emerging Markets Equity Team.

Equity & Income Fund Portfolio Managers discuss the potential impact of the Tax Reform bill on both equity and fixed income portfolio holdings, and they share their insights on dividend payouts, interest rates, and inflEquity & Income Fund Portfolio Managers discuss the potential impact of the Tax Reform bill on both equity and fixed income portfolio holdings, and they share their insights on dividend payouts, interest rates, and inflequity and fixed income portfolio holdings, and they share their insights on dividend payouts, interest rates, and inflation.

% of AUM, alternative assets, asset managers, Blackstone, FIG, Fortress Investment Group, Gagfah, hedge funds, KKR, Logan Circle Partners, Newcastle Investment Corp, private equity funds, Springleaf Holdings

Here's an example from American Capital Agency's (NASDAQ: AGNC) 2013 annual filings:» [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

'' [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin - Offs.

The TFSAs currently hold equity mutual funds as part of «near balanced» allocations with a large mutual fund manager.

«The trend is clearly taking hold in the $ 1 billion - plus marketplace, but in the smaller end of the marketplace, they haven't figured out consolidation — for example how to take five equity managers and combine them into one solution.»

Since the return on short - term cash investments is generally much less than that of riskier asset classes like equities, holding these higher cash levels can end up reducing an active manager's returns.

ABP introduced an internal carbon budget for its asset managers in 2015, designed to reduce the CO2 footprint of its portfolio equity holdings by 25 per cent, as well as doubling its $ 29bn equity holdings in equities providing environmental and social solutions over the next five years.

With the fundamental knowledge, support Senior Portfolio Managers and Company Directors with buy and sell ideas as well as news and opinions of existing equity holdings.

Executed Capital calls for private equity holdings and assisted with the onboarding of new investment managers to SCL Investment Portfolio

From October 1984 to July 2004, Mr. Nolan held various financial positions with AEW Capital Management, L.P., a national real estate investment advisor, and from 1998 to 2004, he served as Head of Equity Investing and as President and Senior Portfolio Manager of The AEW Partners Funds.

Prior to Corigin, Mr. Gleason held various positions in opportunistic real estate acquisitions and asset management at DLJ Real Estate Capital Partners (DLJ), a $ 4 billion global real estate private equity manager.