Sentences with phrase «equity strategies»

He managed several Canadian equity strategies for the firm from 2012 to 2017.

The global equity strategy with superior results for 43 years is now available to Australian investors.

I could not tie back the numbers from their domestic equity and international equity strategies in the asset allocation portfolio to their individual component strategies.

She is responsible for buy and sell decisions, portfolio construction and risk management for the firm's growth equity strategies.

The global equity strategy with superior results for 43 years is now available to Australian investors.

The software, data, and technology companies in which our private equity strategy invests deploy innovative solutions in response to real - world challenges across a multitude of industries.

Against that background, we see strong value in active European equity strategies right now.

I experienced this while doing small cap value in the 90s, managing corporate bonds 2001 - 2003, and with my broad market equity strategy 2000 - 2007.

The defensive equity strategy comprises low volatility and low beta.

He is responsible for a variety of passive equity strategies including exchange traded products as well as optimized separately managed tax - efficient strategies.

One prominent example of this is the construction of ranking - based, low volatility equity strategies where realized volatility is used to form low volatility portfolios.

The instructor will discuss various equity strategies including sector exposures, generating equity income and how to minimize portfolio volatility using minimum volatility ETFs.

We have been managing money since 1983 utilizing our proprietary in - house value oriented equity strategies.

Note: leverage should not be used for equities strategies without also using timing otherwise the investor could become a forced seller due to margin calls during a severe bear market.

Therefore, by considering alternative equity strategies we provide a broader view of the potential benefits that can be achieved by incorporating commodity futures into equity portfolios managed along alternative style guidelines.

Our findings indicate that commodity futures offer considerable benefits to equity investors regardless of the targeted equity strategy.

The success stories of the comprehensive and inclusive partnership approach to education, especially in high - poverty communities, provide promising evidence that community schools are an essential equity strategy.

He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's growth equity strategies.

The strategic beta suite also includes four ETFs covering emerging, international and global equity strategies.

We believe this gives us a tremendous competitive advantage over a traditional private equity strategy.

Income seekers have turned to credit, as well as to equity strategies with similar risks.

Christopher Harvey, head of equity strategy at Wells Fargo, believes that perhaps there is a stronger correlation than has been stated previously, but he, like Lee and Datatrek analysts, is linking these relationships more to sentiment that empirical evidence.

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.

Lori Calvasina, head of U.S. equity strategy for RBC, said in a recent note the sector «continues to be in the middle innings of a rotation back in,» and that «valuations don't worry us.»

Experienced, Talented Investment Team: The team possess [es] decades of experience investing in long short equity strategies for institutional investors.

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Google (GOOGL) and MasterCard (MA).

Fairpointe manages mid cap and all cap equity strategies for institutions and individuals.

To overcome this prejudice against existing stockholder of Equity Strategies Fund, and still permit new investments into a mutual fund, a new Fund, Third Avenue Fund, has commenced operations.

Though the gain in the S&P 500 since 2014 is likely to be wiped out rather easily, the challenge for hedged equity strategies in the interim has been the extended duration of this top formation, coupled with a feverish shift of investors toward indexing, which has benefited the capitalization - weighted indices relative to a wide range of historically effective stock - selection approaches.

Previously, Kristian was a co-portfolio manager of a technology strategy and an international equity strategy while a member of the Global Research Group, working closely with the Growth Team.

Keith Parker is the head of US equity strategy at UBS.

Barra's new model employs premium input datasets including Point - In - Time fundamental data and provides insight into the sources of risk and return with Systematic Equity Strategy factors.

RAE systematic active equity strategies seek to generate superior risk - adjusted returns.

The team manages US$ 22.8 billion * in a range of Asia Pacific equity strategies on behalf of institutional and wholesale clients globally, with offices in Hong Kong, Singapore and Edinburgh.

The International Value Equity strategy uses fundamental research to identify a portfolio of 50 - 80 stocks believed to be undervalued by the market (and thus have a lower price than their true worth) with portfolio construction driven by a quantitative risk - scoring framework.

Saxo Bank head of equity strategy Peter Garnry reports that investors appear to be placing more focus on macro data and rates than on the relatively strong earnings season with the latest Apple release in focus after today's New York session.

He is head of the firm's Equity Strategy Committee and a member of the Eaton Vance Management Committ ee.

It includes Systematic Equity Strategy factors to help managers measure sensitivities to potentially crowded trades as well as a comprehensive set of fundamental factors based on point - in - time data, essential for building and back testing investment strategies.

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Apple (AAPL).

Savita Subramanian and the U.S. equity strategy team have noted that Wall Street analysts have been unusually bearish lately, a phenomenon that often precedes a massive rally in the market.

By contrast, returns typically associated with real estate equity strategies are mostly «back - ended» and are dependent on asset appreciation, capitalization rate compression, cash flow growth, aggressive refinancing and / or sale of the underlying property.

We have created a long - only equity strategy that aims to beat the S&P 500 total return benchmark by using tactical allocation algorithms to invest in equity ETFs.

«In a world awash with negative yields, many advisers asked us to develop a global equity strategy designed to deliver solid, current income that also has a high probability of retaining purchasing power over time,» says CEO Vikas Oswal.

A comparison of the low - vol equity strategies with the buy — write strategies shows that the latter's lower volatility, smaller minimum monthly returns, and lower maximum drawdowns pairs with higher negative skew, which ranged from − 0.80 to − 1.05.

The firm has grown to over $ 25.9 billion in assets under management as of March 31, 2018 and now manages five funds: four fundamental, U.S., core equity strategies across multiple market capitalizations and one U.S., fixed income strategy.

Ernesto Ramos, PhD Head of Quantitative Equity Strategy Portfolio Manager Disciplined Equities View bio