Sentences with phrase «fund ownership»

Of course, simply having stocks with the lowest hedge fund ownership isn't a promising long - term strategy.

As index fund ownership grows as a percentage of shares outstanding, the voting power of index fund managers increases.

There is no performance gap to justify the substantial representation gap in fund ownership and management.

The riches from the latter funded the ownership stake and development of the former.

The riches from the latter funded the ownership stake and development of the former.

The lower their hedge fund ownership, the better their performance, and vice versa.

Learn about the different types of mutual fund ownership and the various ways beneficiaries can be established.

Generally speaking, sounds like we have similar views in terms of active versus index fund ownership.

Now the consumer advocates at Mackenzie have released a new report called Canadian Mutual Fund Ownership Costs: Competitive Relative to the U.S..

Interestingly, pension fund ownership of Treasuries as a percentage of the whole has been remarkably stable over time, dipping in the recent period as yields hit generational lows.

Results can be skewed by multiple factors, including survivorship - bias, share class differences, «improper» categorization, adviser and fund ownership changes, multiple sub-advisers, and inconsistent time frames... three months is too short to matter, lifetime is too long to care.

Commenting on the MFDA - mandated Report on Charges and Other Compensation (RCC), the paper proposed several enhancements to inform clients of other ongoing fund ownership costs aside from trailing commissions.

Stocks with a heavy concentration of hedge fund ownership get high valuations when things are going well, and shares are sold rapidly when the funds hit tough times, said Trevor Cranston, a REIT analyst at JMP Securities LLC.

For the past 15 years, Goldman Sachs has been tracking S&P 500 companies with the highest hedge fund ownership, along with its Hedge Fund VIP List, a set of companies that appear most in hedge funds» top 10 holdings.

The compensation study also found that as index fund ownership of a company rose, the pay of top executives was more closely tied to the performance of the industry than that of their own company.

Therefore, it was with much anticipation that I read Mackenzie's latest «research» report titled Canadian Mutual Fund Ownership Costs: Competitive Relative to the U.S..

Manager Incentives: This score is based on Morningstar's evaluation of mutual fund ownership and compensation structure.

It's been one of 2016's strangest stock market trends: The companies with the lowest concentration of hedge - fund ownership have been among the market's best performers.

«There was a fair amount of hedge fund ownership that was expecting accelerated buybacks,» said Smith, addressing Comcast's share drop on Tuesday.

Even when investors stick to stock, bond, and mutual fund ownership, their rejection of simple investing basics such as low turnover results in pathetic returns on their money.

The change enables such firms to be included in indexes, potentially boosting stock valuations and mutual fund ownership.

Hedge - fund ownership may be an exclusive club — but the membership fees are, alas, equally rich.

One section suggested that account statements include an accounting of fund management expense ratios (MERs) to better remind clients of the ongoing costs related to fund ownership.

Mutual funds in which the fund's manager owns a meaningful stake in the fund score high on the fund ownership dimension.