Sentences with phrase «equity stocks of»

The fund invests in a diverse basket of equity stocks of various companies the market capitalization of which is equal to or more than the least market capitalized stock of BSE 100 index.

Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger more established companies..

To provide investors with opportunities for long - term growth in capital along with the liquidity of an open - ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

To provide investors with opportunities for long - term growth in capital along with the liquidity of an open - ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

Any sign the central bank will raise interest rates faster than expected is viewed as negative for equities since hikes will theoretically lessen the appeal of stocks.

It assumes that U.S. equities have gotten ahead of themselves and the next year or two will see European stocks and emerging markets play catch - up.

BANOR SIM's head of equities, Angelo Meda, explains why many see the brand as a luxury stock.

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

After all, the former economics professor who is now president of the Hussman Investment Trust has made a name for himself by repeatedly predicting a stock market decline exceeding 60 % and forecasting a full decade of negative equity returns — and yet here we sit just 9 % from record highs, even after some bouts of heavy selling.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

While the Canada Pension Plan Investment Board also considers environmental, social and governance factors when making investments, much of the CPP's equity portfolio essentially replicates major stock indexes.

Growth stocks are also more hurt than value stocks by rising rates, says Savita Subramanian, head of U.S. equity strategy at Bank of America Merrill Lynch.

The high - yield market has underperformed equities this year, often seen as a sign of trouble for stocks.

«The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of «Buy» rated US - listed stocks (including ADRs), covered by BofA Merrill Lynch fundamental equity research analysts,» said the list's contributors in the note.

But Glencore, under London Stock Exchange reporting obligations, said it would only contribute 300 million euros in equity (taking a tiny equity interest of 0.54 %, and even that only «indirectly»), while the rest of the money was provided by «QIA and by non-recourse bank financing,» the latter being a loan that effectively insulates Glencore against most of the risks of owning Rosneft shares.

Stocks in Europe still have room to push higher in the next few years despite a series of political pressures weighing on sentiment in the region, equity analysts told CNBC.

One wrinkle is that an employee would need to receive more phantom stock relative to direct ownership to get the same amount of equity compensation because they are not receiving the underlying value of the stock.

They can buy the stock of private equity players that are themselves publicly traded, such as Fairfax, Onex Corp., the various Brookfield entities and even Warren Buffett's legendary Berkshire Hathaway.

Kostin said that these correlations are «mean - reverting» and are likely to fall given the idiosyncratic impact of policy risks, adding that equities within the consumer discretionary and health care sectors offer the best stock - picking opportunities.

Private - equity deals usually get structured in the form of convertible preferred stock.

The Thomson Reuters StarMine list, an annual ranking of equity analysts based on the returns of their stock recommendations, shows analysts rarely score well for long.

Put simply, the cost of capital equals the return that equity investors require, at any moment in time, to purchase U.S. stocks instead of parking their cash safely in riskless Treasuries.

In past issues of The Boeckh Investment Letter (subscription required), Tony and Rob Boeckh recommended using the current bout of stock - market weakness to rebalance toward equities.

At a time when a stock market rally has made private equity firms reluctant to take companies private for fear of overpaying, the deal illustrates how activist investors have the potential to drive corporate boards to explore such deals and accept a price that makes a leveraged buyout possible.

There is another model of sharing equity called Employee Stock Ownership Plans or ESOPs, which is a different mechanism best discussed in an article of its own.

Now two producers are extending the model to the equities markets, floating a stock based on earnings from the songbook of the rapper known as Eminem.

The new mix: 40 % equity and 60 % fixed income at retirement, with the heavier dose of stocks providing more upside potential.

Turner: On the equity side, you said earlier in the year that the stock market had maybe gotten ahead of itself in terms of betting on the success of various administration policies that might give the economy a boost.

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

It was an unfortunate development, especially considering stock repurchases have been a beacon of hope during the toughest times for equities, providing appreciation even when the market was devoid of other positive catalysts.

During that earlier period, American business earned an average of 11 percent or so on equity capital employed and stocks, in aggregate, sold at valuations far above that equity capital (book value), averaging over 150 cents on the dollar.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

LONDON, May 2 - World stocks inched higher on Wednesday after two days of losses but remained pinned down by the dollar's recent surge and expectations that a U.S. Forecast - beating results from U.S. tech giant Apple helped lift shares in technology shares worldwide, but with investor focus firmly on the Fed, equity futures were tipping only a marginally firmer...

What's more, to dampen risk, many investors will want a balanced portfolio of stocks and bonds; the classic mix is 60 % equities and 40 % fixed income.

Bharti Airtel separately said it plans to engage with potential investors to evaluate a stake sale in the combined mobile masts entity, which will have an equity value of 965 billion rupees ($ 14.5 billion), sending the carrier's stock up as much as 5.2 percent.

Whatever you come up with determines how much equity you'll relinquish to the funding group and how much stock you'll have left for subsequent rounds of growth capital in the future.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

At least with a dot - com stock you owned an actual piece of equity in the underlying company (even if, like TheGlobe.com, a failed social media network, it only had revenues of $ 780,000 per quarter).

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

Stock market Stronach had little incentive to eliminate its dual - class share structure, which allowed him to control the company despite holding less than 1 % of its equity.

Total stockholders» equity is the sum of all capital stock, paid - in capital, and retained earnings at the company's year - end.

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 have put up their own shares or stock of companies they own as collateral for their loans and are increasingly copying the convoluted fund - raising strategies employed by American hedge funds and private equity firms in financing their global expansion drives.

Beyond Buffett's continuing to accumulate Wells Fargo stock for Berkshire, significant changes in its equity list included sizeable reductions in its blocks of Conoco (COP) and Kraft (KFT).

A team of the investment bank's global equity analysts still expect a 20 % gain in stock worldwide by the end of 2016.

Some of the world's leading technology companies are listed and traded on Canada's premier equity exchanges, Toronto Stock Exchange and TSX Venture Exchange.

Roark's offer is at a 34 percent premium to the stock price on Nov. 13, the last trading day before media reports that private equity firm had made an offer of more than $ 150 per share.

Since the leveraged buyout, SRC's sales have grown 40 % per year and are expected to reach $ 42 million in fiscal 1986; net operating income has risen to 11 %; the debt - to - equity ratio has been cut from 89 - to - 1 to 5.1 - to - 1; and the appraised value of a share in the company's employee stock ownership plan has increased from 10?