Sentences with phrase «funds over equity»

Not exact matches

[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.

What has really happened in private equity over those decades is that investors, net of fees, did about 25 % better than the S&P up through the 2005 «vintage» year (denoting funds that first drew capital in 2005).

Lauzon's Middlefield Income Plus Class Series A fund won a Lipper Award last year for the best - performing Canadian equity balanced fund over a 10 - year period.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

Crowdinvesting platforms are a recent development, and an interesting option for funding that, to some extent, lets you call the shots by spreading the equity over a larger number of investors (as opposed to securing the full investment from a handful of investors or a VC firm).

The sale price was not disclosed, but according to the audio of an internal O'Leary Funds conference call obtained by Maclean's, Canoe agreed to pay $ 13.7 million with the possibility of up to $ 8 million in equity — provided the funds» assets could grow by another $ 200 million over the following Funds conference call obtained by Maclean's, Canoe agreed to pay $ 13.7 million with the possibility of up to $ 8 million in equity — provided the funds» assets could grow by another $ 200 million over the following funds» assets could grow by another $ 200 million over the following year.

The company rolled out more than a dozen funds over seven years, concentrating on Canadian, U.S. and global equities and bonds.

The corporate watchdog has begun civil penalty proceedings against Padbury Mining and two of its directors over statements made last year claiming the company had lined up $ 6 billion in equity to fund construction of a port and rail network at Oakajee north of Geraldton.

When you purchase a broad swath of equities, say an S&P 500 index fund, the returns you can expect over the next decade or so comprise four building blocks: the starting dividend yield, projected growth in real earnings per share, expected inflation, and the expected change in «valuation» — that is, the expansion or contraction in the price / earnings (P / E) multiple.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

The Permira funds have made over 200 private equity investments in five key sectors: Consumer, Technology, Industrials, Healthcare and Financial Services.

For this business owner, the upside of losing angel funding was retaining equity and control over his company.

To tide you over, he says, «you have to have funding from other sources or be able to get other funding quickly, whether that's revenue or equity investments or something else.»

The world's largest private equity fund, backed by Japan's SoftBank Group and Saudi Arabia's main sovereign wealth fund, said on Saturday it had raised over $ 93 billion to invest in technology sectors such as artificial intelligence and robotics.

SoftBank expects to invest over the next five years at least $ 25 billion in the $ 100 billion tech fund, which would be one of the world's largest private equity investors and a potential kingpin in the technology industry.

According to the Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

The private equity industry has been indignant in reaction, mostly because fees are often disclosed during a deal and haggled over with fund investors.

«if the financial transaction tax were set at 0.1 percent per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

Last May, SoftBank announced it raised over $ 93 billion for the Vision Fund, the world's largest private equity fund with backers including Saudi Arabia's sovereign wealth fund, Apple Inc. and Foxconn Technology Co., formally known as Hon Hai Precision IndusFund, the world's largest private equity fund with backers including Saudi Arabia's sovereign wealth fund, Apple Inc. and Foxconn Technology Co., formally known as Hon Hai Precision Indusfund with backers including Saudi Arabia's sovereign wealth fund, Apple Inc. and Foxconn Technology Co., formally known as Hon Hai Precision Indusfund, Apple Inc. and Foxconn Technology Co., formally known as Hon Hai Precision Industry.

Founded in 1966, Warburg Pincus has raised 13 private equity funds, which have invested more than $ 50 billion in over 720 companies in more than 35 countries.

Shorten told Nine last week that PHIs «are making 25 per cent profits» — which is just wrong (though why would we expect a former director of AustralianSuper with fiduciary duties over the nation's largest retirement fund to know the difference between a profit margin and a return on equity?)

The over $ 34 billion committed to U.S. Equity Funds came during a week when investors moved over $ 40 billion out of U.S. Money Market Funds.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

When I said that the cult of equity was dying, what I meant was that those investors and those liabilities structures such as pension funds and insurance companies that have depended on a 6.5 % constant real return from stocks such as we've have had over the past century are bound to be disappointed.

(f) Using funds raised by Retrophin in a private investment in public equity («PIPE») transaction in February 2013 (the «February PIPE») to make a personal investment in that PIPE and thereby acquire 180,000 shares worth over $ 5.3 million today.

Templeton gave the company a strong portfolio of international equity funds as well as the expertise of emerging markets guru Dr. Mark Mobius, who, during his distinguished career, spent more than 40 years working in emerging markets all over the world.

Wagner: As is common in excess fee and stock drop cases, the Intel complaint asserts a cause of action for failing to disclose certain particulars (e.g., investment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fund.»

The Fund is an ideal complement to bullion for investors interested in silver; exposure to both equities and bullion can provide better risk - adjusted returns over the long - term;

Prior to that he cofounded ikaSystems, a leader in enterprise managed care platform company raised over $ 140 mm in private equity funding.

Vintage Investment Partners» management team collectively has over 100 years» experience in both the public and private equity markets, including venture capital and private equity funds.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

Over recent years, more and more plans are offering a suite of low - cost index funds covering domestic equities, foreign equities, U.S. taxable bonds, and cash.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

The company has raised over $ 2M in disclosed equity funding from Temasek Holdings and other investors.

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

The Energy Select Sector SPDR (ETF)(NYSE: XLE), the largest equity - based exchange - traded fund tracking the energy sector, is up nearly 12 percent over the past month.

Over the longest time period analyzed, the study finds sustainable equity funds met or exceeded median returns for five out of six different equity classes examined, for example, large - cap growth.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

Guess what happened in terms of equity fund inflows over the past several months.

Using the Google News archive to collect approximately 67,000 news articles from about 3,600 unique media sources on a sample of 774 long / short U.S. equity hedge funds over the period 1999 --- 2008, they find that:

Equity hedge fund returns have been disappointing over the last 14 years An exposure analysis shows no structural factor exposure, but frequent factor rotation Multi-factor long - short products are an interesting alternative, depending on the fee level INTRODUCTION Hedge fund assets reached an

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

An old school complaint pertaining to exchange traded funds, specifically the equity - based variety, is that ETFs are unlikely to outperform the best - performing stock in their respective lineups over a year or longer holding periods.

Angelcrunch, an online equity crowdfunding platform which Lan established in 2011, has helped over 130 new ventures secure funding, according to a report on iCEO, the website of Chinese - language China Entrepreneur magazine.

He has previously worked in ERSTE Bank Austria, Interdin AV, Bankpyme Gestión and Sabadell Inversión where he became responsible for managing European and Spanish equity funds with over $ 1 billion of assets under management.

We think these are among the most attractive areas in the market, and over one - third of the Fund's equities are invested in these two sectors.

Under her leadership in 2010, Axel received a Lipper Hedge Fund Award for North American Hedge Fund: Best Long / Short Equity Fund over the past 3 years.