Sentences with phrase «equity strategies on»

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.

Gabelli Funds, LLC launched their first fund, a global equity strategy on December 1, 2016 and a second global equity strategy on February 14, 2017.

Not exact matches

I'll be moderating a morning panel at Milken on «strategy and leadership in an age of disruption» that includes Brazilian private - equity mogul Jorge Paulo Lemann of 3G and embattled Wells Fargo CEO Tim Sloan.

And that will require investors to adjust their strategy and their expectations henceforward — by paying more for equities, taking on more risk with fixed income and socking away more than they used to.

• White Oak Equity Partners acquired a minority interest in Blueshift Asset Management, a Red Bank, N.J. - based quantitative investment firm focused on statistical arbitrage and high - frequency trading strategies.

JAB's strategy has not involved massive management restructuring and taking on leverage, as is sometimes the case with private equity buyouts.

Constituent companies are chosen based on their score on two sets of measures: a quantitative assessment consisting of their return on equity, balance sheet accruals ratio and financial leverage ratio; and a qualitative score derived from management's responses to a survey about such topics as corporate governance, risk and crisis management, customer relationships and tax strategies.

On the other hand, the investment strategy team at Citi bank said in a note that it's underweight in U.K. small and mid-cap equities.

BRVM is also in talks with private equity funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve said.

Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of beating global inflation.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

If they take on investment over time from venture capitalists, angel investors, equity investors, or individuals, they usually give up a portion of the company, or shares, and those shareholders will have a say in any potential exit strategy.

Inflows into equity ETFs in August were heavily focused on non-U.S. strategies: Of the $ 6.8 billion in August, almost $ 6.3 billion of that went to internationally focused funds.

Patti Fletcher, Ph.D., is the author of Disrupters: Success Strategies from Women Who Break the Mold (Entrepreneur Press 2018), gender equity advocate and expert authority on how to create a culture of inclusion to drive real business results.

«People who do private - equity investments right are very shrewd and very driven to focus on key issues like investment return and exit strategies,» says Gary Simon, a partner at the New York City - based law firm Jenkens & Gilchrist Parker Chapin.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

Take a close look at the Vanguard Small - Cap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth strategy.

«The government intervened on the way up; they tried to avoid a bubble when the market was rallying quite quickly,» Herald van der Linde, head of Asia equity strategy in Hong Kong for HSBC, said Tuesday in a telephone interview.

In the area of Human Rights, Equity and Diversity (HRED) he guides national strategies on Diversity and Inclusion, Temporary Foreign Workers (migrant workers), Racialized, Aboriginal, Immigrant, LGBT, and other equity seeking communities, with a view to qualitative and quantitative organizational gEquity and Diversity (HRED) he guides national strategies on Diversity and Inclusion, Temporary Foreign Workers (migrant workers), Racialized, Aboriginal, Immigrant, LGBT, and other equity seeking communities, with a view to qualitative and quantitative organizational gequity seeking communities, with a view to qualitative and quantitative organizational growth.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

Founded in 1992, Cerberus focuses on four primary strategies: control and non-control private equity; distressed securities & assets; commercial mid-market lending and real estate - related investments.

Morgan Stanley's Cross-Asset Strategy team outlines the impact Britain's move is expected to have long - term on currency, equity and debt markets around the world.

In addition, Chris was a senior member of Makena's Absolute Return investment team, where he focused on hedge fund investments across numerous strategies, including distressed credit, hedged equity, structured credit, specialty finance, macro and reinsurance.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In much the same way that you are constantly seeking to tinker with your pricing strategy, improve your product and optimize your AdWords campaigns, you should focus on building and maintaining a publishing strategy that takes your customer's needs and interests into account and that delivers tangible value that build your brand's equity.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

NEW YORK More acquisitions of U.S. companies by private equity firms are being done through companies that are already owned by buyout funds, rather than the funds directly, a market report showed on Thursday, indicating this «bolt - on» strategy is catching on.

The list highlights the top private capital investors focused on the growth equity segment and was based on a combination of fund performance, consistency of returns, capital raised, investment strategy and partner experience.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

Stuart Freeman is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure

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.

Having previously worked across the corporate governance, equities research, private equity and strategy consulting sectors, Michael now advises ASX boards and senior managers on governance - related matters and in the execution of corporate actions and vote - related company meetings, including shareholder activism campaigns and proxy battles both in Australia and abroad.

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

This week, Toms inked a deal to sell half of itself to Bain Capital, the private - equity firm co-founded by Mitt Romney that inspired a thousand attacks on the strategy of the leveraged buyout.

For more Morgan Stanley Research on the outlook for the US economy and markets in 2016, ask your Morgan Stanley representative or a Financial Advisor for the full reports, «2016 US Economic Outlook: Testing the Waters» (Nov 29, 2015) and «2016 US Equity Strategy Outlook: Feeling Worse, But Not Sure We Can Explain It» (Nov 30, 2015).

Sean Lynch is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

Why the vanguard ftse equity etf and not the vanguard life strategy 100 that is recommended elsewhere on the site?

Mr. Handa has had involvement in several international jurisdictions and his professional experience has included: work on primary and secondary IPO listings on the Toronto and Hong Kong Stock Exchanges; experience in various debt and equity financing transactions including convertible debentures, off - take agreements, metal streaming agreements, and, brokered and non-brokered financings; implementation of ERP systems to manage full - scale mining operations; implementation of domestic and international tax planning strategies; and implementation of corporate governance and internal control policies to comply with various stock exchange jurisdictions.

«Our investment strategy is premised on purchasing long equity securities of companies with low levels of debt on the investee company's balance sheet.»

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014.

A long put is an options strategy in which a put option is purchased as a speculative play on a downturn in the price of the underlying equity or index.

Finally, higher interest rates can affect corporate balance sheets, which can potentially benefit strategies such as Long / Short Equity and Long / Short Credit that are predicated on distinguishing between financially strong and over-leveraged companies.

HFRI Macro Index is composed of a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed income, hard currency, and commodity markets.

This momentum strategy looks for companies with strong price momentum and EPS growth that is coupled with high return on equity and falling debt.

David consults for business owners, private equity and wealthy individuals on operational performance improvements, exit preparation as well as mergers & acquisitions strategy.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.