Sentences with phrase «fund focused portfolios»

Not exact matches

He is a portfolio manager focusing on discretionary macro trading and is a principal risk taker for Tudor's flagship fund strategy.

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

For example, an advisor could describe a philosophy such as a focus on long - term investing in a globally diversified portfolio and encourage choosing only low - cost exchange - traded funds, he said.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

«The burden of proof is greater for a focused fund, as it's trickier to balance the risks in a 20 - stock portfolio than a 90 - stock one,» he says.

Under the agreement with Goldman, the bank's Alternative Investments and Manager Selection (AIMS) Group will select managers for $ 2 billion worth of the pension fund's stock portfolio that focuses on making investments abroad with active managers.

This has dried up the appetite for raising new funds and focused VCs on supporting their existing portfolio with later stage investing.

These funds can be used to enhance a client's allocation to tilt the portfolio's focus in a specific direction.

Leonard is a former portfolio manager and principal at Brecken Capital LLC, a hedge fund focused on domestic equities.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was the Portfolio Manager responsible for a Makena private fund focused on distressed real estate credit and assets.

Going forward, Vincent will continue to focus on proactive capital markets opportunities and management on behalf of the Infrastructure funds» diverse portfolio.

Prior to joining MacFarlane Partners, she worked at the Stanford Management Company where she focused on portfolio management and risk analytics as well as hedge fund investing.

Other than that, my current investment portfolio is heavily focused on index funds because of its historical performance and tax & cost efficiency.

Large Growth Fidelity ® Blue Chip Growth Fund (FBGRX) Fidelity ® Export & Multinational Fund (FEXPX) Fidelity ® Focused Stock Fund (FTQGX) Fidelity ® Fund (FFIDX) Fidelity ® Growth Discovery Fund (FDSVX) Fidelity ® Growth Company Fund (FDGRX) Fidelity ® Large - Cap Growth Enhanced Index Fund (FLGEX) Fidelity ® OTC Portfolio (FOCPX) Fidelity ® Stock Selector All Cap Fund (FDSSX) Fidelity ® Trend Fund (FTRNX)

Brian is not the named portfolio manager, James Dondero, but we think you will see from the interview that Brian is well aware of the Fund's focus and involved in the investment process in a deep and meaningful way.

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

Chris is the first professional allocator I've spoken with who focuses specifically on venture capital funds, so I had a ton of questions for him on how to build a portfolio in an asset class known for uncertain, but often enormous, outcomes.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

While I have traditionally always invested in index funds in my SEP IRA, over the past few months I have been considering using my SEP IRA to also trade stocks, with a focus on building a dividend growth portfolio, as well as testing my own individual strategies.

Choose your own peer group based on underlying factors like portfolio construction and industry focus, and benchmark your fund against funds with similar strategies.

Similar to last year, our portfolio continues to be significantly tilted towards economically sensitive stocks — notwithstanding the fact that the Ensemble Fund does not have a mandate to focus on economically sensitive sectors of the stock market.

Fidelity ® Select Environment & Alternative Energy Portfolio A sector fund investing in companies with a business focus on alternative and renewable energy and other environmental support services

While it can be part of a diversified portfolio, the fund itself is narrowly focused on a single sector.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual funds.

He will be focused on managing below investment grade securities in each fund, working with current portfolio manager David Cole.

In a nutshell, if you're planning to build an investment portfolio, its best to focus on creating an emergency fund first.

Up until now the organization did not have a fund in its portfolio focused solely on early stage mobile technology ventures, which represents a significant segment of Alberta's growing technology sector.

Pension and institutional Emerging Managers Programs focus on fund managers — mostly men — who leave the big firms with their $ 100 million plus portfolios and track records, according to Brand.

The PowerShares CEF Income Composite Portfolio tracks an index of three types of yield - focused closed - end funds: investment - grade fixed - income; high - yield fixed - income; and option - writing.

The Fund invests in a focused portfolio of approximately 15 to 30 securities that meet our demanding criteria.

Oliver Kelton is the Portfolio Manager of the Odey European Focus Fund, the CF Odey Continental European Fund and the European Absolute Return Fund.

1:55 p.m. - 2:35 p.m. Jeff Auxier Founder, Portfolio Manager, Auxier Focus Fund Topic: «Value of Cumulative Research (Over Time)»

The core funds are designed for any investor to build a good portfolio specific to his or her goals such as looking for safety and security, creating a steady income, or focusing on growth.

With some larger global companies, and a focus on small to medium sized businesses, this fund offers you access to a unique portfolio of global shares.

Prior to joining the firm, Chris was a portfolio manager at a large European hedge fund focusing on emerging markets, with a long - short style.

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.

Generally, UITB focuses on investment - grade securities, however the fund is allowed to place up to 25 % of the portfolio in high - yield bonds.

Most mutual funds stay with one focus, so when you sell mutual funds, you should know what your portfolio consists of; you should know the type of stocks, bonds, and / or securities you have for sale.

Hartford Core Equity Fund tends to focus on quality, large - cap U.S companies that can be an excellent foundation on which to build a strong portfolio.

We are already seeing more demand for outcome - focused funds, income generation and more diversified multi-asset portfolios.

That emphasis on «commercial research» has some scientists concerned that funding for basic science will suffer as Ireland's research portfolio becomes even more focused and applied.

«While this budget no longer funds a formal Office of Education, NASA will continue to inspire the next generation through our missions and channel education efforts in a more focused way through the robust portfolio of our Science Mission Directorate,» Lightfoot said.

Elena Chávez Quezada is a senior program officer at the Walter and Elise Haas Fund, where she manages the economic security portfolio, which funds organizations across San Francisco and Alameda Counties focused on workforce development, asset - building and policy.

Earlier this month, the Center on Reinventing Public Education (CRPE), a west coast based organization focused on family choice and portfolio cities, brought together a cross-section of educators, board members, administrators, community leaders and funders together to host a series of conversations about the state of portfolio work happening in cities across the nation.

«Many investors are focused on volatility of the equity markets and are interested in tools that could help manage or incorporate volatility in sophisticated portfolios,» said Michael L. Sapir, Chairman and CEO of ProShare Capital Management, the sponsor of the funds.

At the Ensemble Fund, we believe that our focused approach is one our core sources of competitive advantage and we struggle to see how active funds that do not focus their portfolio have much chance of outperforming over the long term.

The focus of the Schroders Value Team on valuation means that both our UK and Global Income portfolios are positioned very differently from most other income funds.

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).

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual funds.

If you choose to invest in focused index funds, known as sector funds, it will narrow the scope of your investment to a limited number of companies in one industry and could make your portfolio less diversified.