Sentences with phrase «funds as of»

The following securities mentioned in the article were held by one or more of U.S. Global Investors Funds as of 06/30/14: Emerge Energy Services, Union Pacific Corp..

USERX currently has four stars overall from Morningstar, among 71 Equity Precious Metals funds as of 6/30/2015, based on risk - adjusted returns.

NEARX has recently received the coveted 5 - star overall rating from Morningstar, among 173 Municipal National Short - Term funds as of 11/30/2014, based on risk - adjusted return.

The following securities mentioned in the article were held by one or more of U.S. Global Investors Funds as of 3/31/2015: Bayerische Motoren Werke AG.

Beginning sample includes funds as of January 1, 2002.

Autonomous NEXT recorded a record high of 226 global hedge funds focused on trading cryptocurrencies, up from 110 global hedge funds as of October 18.

According to the Investment Company Institute, the ETF category had 1,609 funds as of March 2016, an increase of 12 % over the prior year.

One of the main contributors to our outperformance is our overweight positions in information technology and consumer discretionary stocks, which made up a combined 61 percent of the fund as of September 22.

Click here to access the full list of holdings for The Oakmark Global Fund as of the most recent quarter - end.

Portfolio holdings are subject to change without notice and are not intended as recommendations of individual stocks.Click here to access the full list of holdings for The Oakmark Fund as of the most recent quarter - end.

Click here to access the full list of holdings for The Oakmark International Small Cap Fund as of the most recent quarter - end.

Access the full list of holdings for the Oakmark Equity and Income Fund as of the most recent quarter - end.

Access the full list of holdings for the Oakmark Global Select Fund as of the most recent quarter - end.

Access the full list of holdings for the Oakmark Global Fund as of the most recent quarter - end.

Click here to access the full list of holdings for The Oakmark Fund as of the most recent quarter - end.

Despite those limits, the Comptroller had $ 2.7 million in his campaign fund as of mid-July, an amount he says is enough to get him through November.

Donovan has estimated that a statewide race could cost upwards of $ 12 million, but he had only $ 42,722 in his district attorney re-election fund as of January.

He had $ 340,619 remaining in his campaign fund as of mid-January, according to the most recent reports filed with the Board of Elections.

Donovan estimated that a statewide race could cost upwards of $ 12 million, but he had only $ 42,722 in his district attorney re-election fund as of January.

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

Although the name has changed, it's still the same industry once denoted as «leveraged buyouts» — that is, the business of buying companies with a thin slice of nonpublic equity and mountains of debt, in which fund managers grab richly generous (to themselves) fees.

[Because the private equity funds are contained within a target - date fund], the individual investor will only be able to do due diligence on the types of funds that are permitted, as the actual fund investments will change over time.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

«There are few early - stage funds such as ours that dedicate the majority of their investment to New York, so we felt that was a very good way to build a portfolio.»

«As companies grow larger, there are fewer and fewer funds that can write those kinds of tickets.»

The funds will help grow the El Salvador office from its current three employees to hundreds of employees, as well as expand into Medellin, Colombia.

NEW YORK, April 25 - Venture capitalist Peter Thiel on Wednesday abandoned his effort to buy the irreverent news website Gawker.com, as part of a settlement freeing the billionaire from possible lawsuits for having secretly funded litigation that led to its demise.

John Khoury, founder and managing partner of the $ 2.7 billion Long Pond Capital hedge fund, revealed a long position in U.S. homebuilder D.R. Horton Inc, which he said should rise as more millennials age into the first - time home buyer market.

KUALA LUMPUR, Malaysia (AP)-- Malaysia's image as a striving, modern nation that upholds the rule of law has been undermined by an epic corruption scandal at state investment fund 1MDB.

If you build your nest egg only in tax - deferred accounts like a 401 (k) or IRA, you're going to pay a lot of taxes in retirement when you access these funds — meaning your retirement dollars may not go as far as you'd hoped.

As an industry, mutual funds long ago dropped any pretense of beating the market.

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Also, Fancy is reportedly trying to raise a new round of funding with a valuation that could be as high as $ 1.2 billion.

As power is consolidating in the VC industry, with fewer firms getting a greater share of LP funding, VC firms are beginning to realize the power that branding and marketing can have on dealflow and their ability to raise capital.

At the other end, funds such as OMERS Ventures and Georgian Partners, two of the country's most prominent VCs, are capable of investing large amounts of money in more mature companies.

This has caused many fund managers to stretch their definitions of «value» and make excuses as to why they're buying seemingly expensive stocks.

Despite the slow start, the team managed to cobble together $ 720,000 in seed funding from angel investors including Naval Ravikant, CEO and founder of the startup network AngelList, and investment firms such as Pantera Capital and Shanghai's Fenbushi Capital.

The program resembles Amazon's Alexa Fund and reflects the extent to which Google sees the success of its smart assistant as a driver of future growth, as both companies (and other tech giants) vie for dominance in the home.

A better option, in Hallett's opinion, is an actively managed global bond fund, in which the manager can move in and out of countries as he or she sees fit.

She said «most of the founders we work with look at YC as the gold standard,» and that distancing the fund from YC could «hinder our chances of raising successor funds.»

Meanwhile, as the government takes on more debt to fund its daily operations, the cost to service that debt will take up a larger chunk of government spending as well.

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

«If you define it as generating returns that aren't commoditized, that aren't easy, by doing things that others are constrained from doing, then $ 3 trillion is just way too small,» Andrew Feldstein, head of BlueMountain Capital Management LLC, said in reference to the current size of the overall hedge fund industry.

That case involved a newspaper ad that was intended to raise funds for Martin Luther King Jr., and mentioned the behavior of the Alabama police department, as well as other state authorities.

He later made his mark in the exchange - traded fund industry, serving as the president and then CEO of ETF.com.

Stengel is joined on stage by Doug Ellenoff, a corporate and securities attorney with a specialty in business transactions and corporate financing who has been actively involved in working with federal government agencies as the rules are being rewritten, and Pelli Wang (on the right end of the couch), the venture director at SeedInvest, a leading equity crowdfunding platform and early - stage VC fund.

As Sanghavi and Shah launched the company with their life savings and on borrowed funds, there was a string of pretty anxious days.

NEW YORK, April 17 - The judge overseeing the $ 1 billion fraud case of defunct New York hedge fund firm Platinum Partners has ordered a separate trial for a defendant planning to argue that Platinum Chief Investment Officer Mark Nordlicht and other defendants were guilty as charged.

The problem, according to the plan's critics, is that financial entities such as private - equity, venture capital and hedge funds are all partnerships whose wealthy partners would see substantial tax savings on large portions of their income unless congressional tax writers find a way to exclude them.