Sentences with phrase «global equity portfolio»

He is a member of the firm's global equity portfolio management team.

Andrew M. Corry, CFA, Andrew is a portfolio manager in Global Equity Portfolio Management on the International Contrarian Value Team.

The portfolio manager of the GARS Fund adopts a risk - based approach, which leads it to expect volatily to be lower than in a traditional global equity portfolio with similar long - term objectives.

We believe that the following factors give us a sustainable edge in the management of global equity portfolios:

Mammen leads the Core Equity Team within Global Equity Portfolio Management, managing a number of strategies across the market capitalization spectrum.

The QEP team have been managing global equity portfolios since 2000.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 %).

Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009.

International small - cap stocks may provide a meaningful enhancement to an already diversified global equity portfolio.

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

Mansharamani, who holds a PhD and two master's degrees from MIT, helps oversee a long / short global equity portfolio.

A former Goldman Sachs managing director, Glen's stock portfolio overflows with «GS» funds, like the «GS Tax - Advantaged Global Equity Portfolio,» in which she has holdings of more than $ 500,000.

Value of $ 10 000 invested since the inception of the fund: $ 11,934.18 Unit Price Evolution for Period: Last WeekLast MonthLast 12 MonthsLast 24 MonthsLast 36 MonthsLast 60 MonthsSince inception Renaissance Optimal Global Equity Portfolio

For instance, a balanced global equity portfolio made of e-Series funds would have an MER of just 0.44 %.

Randomly selected global equity portfolios have outperformed market - capitalisation - weighted portfolios over the past 15 years.

Baird Equity Asset Management offers U.S., international and global equity portfolio strategies designed to help a variety of clients achieve specific investment and financial goals.

He specialises in managing concentrated global equity portfolios.

Matthew G. Baker is a portfolio manager in Global Equity Portfolio Management on the Quality Equity team.

A division of Baird, Chautauqua Capital Management specializes in managing international and global equity portfolios with an average of 20 years» experience on the investment team.

Harding Loevner Global Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation.

Within global equity portfolios, investors raised their European exposure by 1.8 percentage points to 19.6 percent and trimmed U.S. holdings to 40.1 percent.

Therefore it smooths out the negative performance of global equity portfolios.

I'd jump on an ETF version of DFA Global Equity Portfolio (DGEIX), which provides globally diversified stock exposure with factor tilts.

So if you have a well - diversified global equity portfolio, I expect its performance is actually aided by & compensates for a weak dollar.

Douglas W. McLane, CFA is an equity research analyst in Global Equity Portfolio Management on the Disciplined Equity Team.

As the lead equity portfolio manager for the International / Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products.

Let's not forget investing and lending, where the bank's global equity portfolio «remains well diversified with over 900 different investments.»

Prior to forming RFM Angel Partners, LLC, Raymond was a global equity portfolio manager at Acadian Asset Management.

Within their global equity portfolios, asset managers maintained their exposure to emerging equities at 13 percent, cut their allocations to U.S. stocks by one percentage point to 37.2 percent, and raised their Japanese equity holdings to 20.8 percent, the highest since November 2014.

@TCA It doesn't offer diversification if you already have a global equity portfolio.

Gabrielle Gourgey is an investment officer of MFS Investment Management ® (MFS ®) and institutional equity portfolio manager for the firm's global equity portfolios.

Thomas Melendez is an investment officer at MFS Investment Management ® (MFS ®) and an institutional equity portfolio manager of the firm's global equity portfolios.

You'll get some property exposure by investing in a global equity portfolio but a far greater degree of diversification by choosing a dedicated fund.

Jim is a portfolio manager in Global Equity Portfolio Management and leader of the firm's International Contrarian Value Team.

Our team of international and global equity portfolio managers works with our in - house global equity research organization, which includes more than 70 analysts and associate analysts specializing in U.S., international, or global sector research.

A reasonable expected rate of return for a global equity portfolio might be about 7 % to 8 %.

Build a global equity portfolio with unhedged ETFs (which offer better diversification and tighter tracking error) and stick to your plan, even when it feels like it's not working.

Adam H. Illfelder, CFA is an equity research analyst in Global Equity Portfolio Management on the Value Team.

We need a detailed example of a Global All Equity Portfolio!!

Kenneth L. Abrams, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Global Equity Portfolio Management and leader of the Small Cap Opportunities Team.

Realistically I doubt even this number would be enough to capture the global equity portfolio.

The Global Equity Portfolio invests in high - quality, growing companies in and outside the United States.

It's a bit of an oxymoron, he admits, «but in our case this means having 40 stocks in the global equity portfolio that we're really confident about their quality, out of a universe of more than 5,000 securities, versus a longer - term average of 50 to 55 stocks in that specific portfolio.»

The managers use quantitative models to «construct a global equity portfolio that seeks to achieve the lowest amount of expected volatility subject to a set of reasonable constraints designed to foster portfolio diversification and liquidity.»

We are a boutique, long - only investment management firm offering high - quality, growth - oriented international and global equity portfolios.

Your goal with investing is to include assets that are not correlated such as local real estate versus a global equities portfolio.