Sentences with phrase «focused portfolio by»

International mutual funds add diversification to a U.S. - focused portfolio by giving you access to hundreds — sometimes thousands — of foreign securities, which spreads out risk more than owning just domestic stocks.

Not exact matches

Valeant is currently attempting a massive restructure and debt payoff, including by focusing on key portfolios like its gut, skin, and eye drug franchises.

«We also are focused on consumer protection and have developed a comprehensive portfolio of services to support all U.S. consumers, regardless of whether they were impacted by this incident.»

They make investing easy for beginners by focusing on simple asset allocation, goal setting features, and low - cost portfolio management.

Description: Global Energy Metals (TSX - V: GEMC, OTCQB: GBLEF, FSE: 5GE1) is focused on offering security of supply of cobalt, a critical material to the growing rechargeable battery market, by building a diversified global portfolio of cobalt assets including project stakes, projects, and other supply sources.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

We approach our portfolio companies with a focus on developing a strategic growth plan, supplemented with our financial expertise and operational best practices, all underpinned by disciplined corporate governance.

Likewise, if you run your own business and focus on keeping costs low, margins sufficiently high, and reduce spending in - line, you're probably going to come out ahead of the game by using these downturns to dollar cost average into your portfolio.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

For the purpose of these reports, we'll only focus on passive and portfolio income as classified by the IRS rules.

«RBC GAM's investment approach is characterized by fundamental research and rigorous discipline, along with a focus on risk management and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markets.»

By aligning your personal capital with the investment prospects of a focused portfolio of durable companies, you open the opportunity to compound your wealth over the long - term.

Standard's value creation strategy encompasses acquiring a diverse and highly prospective portfolio of large - scale domestic brine resources, led by an innovative and results - oriented management team with a strong focus on technical skills and modern brine processing technologies.

The advance was sparked by news that the company plans to sell off most of its financial businesses and focus on its diverse portfolio of industrial operations.

Second, White focused on the SEC's plan to improve its grasp of portfolio composition risks and operational risks by: requiring better data reporting and risk controls, particularly with respect to derivatives; mandating that investment advisers create transition plans to prepare for major business disruptions; and requiring large investment advisers and funds to submit to annual stress testing.

By focusing on known metrics and removing hunches from the process, we are minimizing the effect of unknowns on investment portfolios.

By focusing on managers who are best - in - class in their respective fields of expertise, it adds an additional layer of diversification to the entire portfolio.

Investors investing in companies raising under a profit - sharing agreement can further diversify their startup investment portfolio by investing in a security with a focus on distributions, potentially realizing returns as soon as the company they have invested in begins generating profits.

We focus on gross compound annual growth rate (CAGR), gross maximum drawdown (MaxDD) and rough gross annual Sharpe ratio (average annual return divided by standard deviation of annual returns) as key performance statistics for the Top 1, equally weighted (EW) Top 2 and EW Top 3 portfolios of monthly winners.

Mr Minissale said Mr Flaherty faced an uphill task with a more commercially focused portfolio, but one positive was the level of discounting in the marketplace by the two big rivals was substantially lower than three to five years ago.

Our Brand Portfolio includes more than 200 brands and labels, with a focus on six core global brands that are supported by a strong portfolio of othePortfolio includes more than 200 brands and labels, with a focus on six core global brands that are supported by a strong portfolio of otheportfolio of other brands.

By focusing on what matters most, we've seen positive growth in our product portfolio and our reputation as a leader in the industry.

Supporting that growth strategy, Peters indicated that BENEO Inc. will continue to emphasize its market - focused approach by building the Americas team to further translate the product portfolio benefits into solutions that meet consumer needs.

About La Merika Launched in 2011, La Merika is crafted by Delicato Family Vineyards, a family - owned California winery founded in 1924 and is a key brand within the company's Sam Jasper Portfolio focused on emerging, innovative brands.

Our focus is to be the one stop sourcing point for our buyers and offer products that add value to your portfolio and helping you lead by innovation and stay competitive.

While analysts tend to focus on the latter, or on recruitment activities inside prisons or mosques, locals are more likely to be enticed by al - Qaeda's potent portfolio of soft - culture approaches.

«If you are diversified, it's just a matter of focusing on fisheries that are more abundant or more valuable, and if you're not diversified, that means adapting your portfolio by selling what you had and buying something new.»

In addition, this state's largest charter authorizer, Miami - Dade — run by the terrific Assistant Superintendent Tiffanie Pauline, who happens to be a Black woman — oversees a strong portfolio of schools and is leading efforts to focus more heavily on student outcomes and promoting transparency.

In a junior high school setting (Sarroub et al, 1997a, 1997b), they found that the activities, which focused on building a consequential English language arts portfolio based upon new state standards, and the school - university collaboration itself influenced teacher learning and the evolution of roles played by the teachers in the effort.

Through 2021, de Nysschen said the brand will focus on a vehicle portfolio powered by internal combustion engines, including Cadillac - exclusive V - 8 and V - 6 offerings.

While all this doom and gloom can seem daunting, we believe investors can best seek to reduce volatility and capture opportunities in their portfolios by keeping it simple and focusing on two key things:

By focusing our efforts on twenty or so portfolio holdings, we give ourselves the opportunity to know our companies at a much deeper level than the manager of a portfolio holding hundreds of stocks.

The primary focus of my portfolio is in three categories supported by Vanguard funds (VFINX to track the S&P 500, NAESX to track small cap stocks, and VGTSX as a broad international fund).

The premise behind most actively managed strategies is that by using detailed analysis to focus on certain securities or segments of the market, portfolio managers have the ability to identify mispricings in securities, and a portfolio has the potential to outperform the broad - based market over time.

The Sub-Advisor seeks to achieve the fund's investment objective by selecting a focused portfolio of high - yield debt securities (commonly referred to as junk bonds).

October 2016 by Jaclyn McClellan Acquisitions and new, large entrants have altered the competitive landscape, but robo - advisors continue to focus on providing low - cost portfolio management services.

Depending upon the rest of your investment portfolio, you might be missing out on 97 % of global equities by focusing on Canada.

Piper focuses on keeping investing simple by ignoring the media, staying disciplined, diversifying your portfolio, and keeping costs to a minimum.

Federal Bank, a mid-sized private sector lender, is targeting a net interest margin of 3.25 percent in the fiscal year that began in April by focusing on growing its books, improving loan recovery and deposit portfolio, its chief executive...

An actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage.

By focusing on finding attractive businesses trading at cheap valuation levels, the VIIR (Value Investing India Report) portfolio massively outperformed the Nifty.

You can either create an entire portfolio or fill gaps in an existing portfolio by focusing on specific asset classes or market sectors.

By employing a concentrated portfolio strategy, investors can reap value from a focused approach where investing leads to driving outperformance based on the measure of risk taken.

In part 1 of our introduction to annuities, we talked about how income annuities and fixed annuities can add some stability to a financial portfolio by providing guaranteed income for life.1 In this video, we'll focus on two other types of annuities: index - linked annuities and variable annuities.

At the same time, the results potentially justify a focus on less diversified portfolios by those investors who particularly value the possibility of «lottery - like» outcomes, despite the knowledge that the poorly - diversified portfolio will more likely underperform.»

A team driven investment process led by an experienced portfolio manager focusing on stock selection as the primary driver of alpha2 generation.

By pursuing a private market, direct investment strategy, Fundrise portfolios earn higher annual current income than public income - focused investments.

We focus on long - term portfolio protection and portfolio diversification, by bringing an enhanced CTA / managed futures model to market which is retaining exposure to commodity returns within the UCITS framework whilst excluding equity exposure.

The portfolio manager looks for businesses with historically high returns that are trading at cheap multiples for the Fidelity Frontier Emerging Markets Fund, but he's also focused on companies that are funded by free cash, as opposed to debt.

For everyday investors, the typical tack was to give their portfolios a tilt toward small and value stocks, by purchasing index funds that focused on these two areas.