Under Stephen's leadership, Burgundy was awarded Institutional Investor magazine's 2016 U.S. Investment Management Award for
Global Value Equity.
Brandywine has broad - based experience in global equities, which has been gained by managing
global value equity strategies for over ten years.
8th Annual Value Investor Conference Agenda - 2011 Tom Gayner President and CIO, Markel Corp Topic: Challenges in Investing Charles Brandes Founder and Chairman, Brandes Investment Partners, Author Topic: Value Investing Today Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» Tom Russo Partner, Gardner Russo & Gardner Topic: «
Global Value Equity Investing» Robert Cialdini Professor and NYT Best Selling Author, Yes!
Omaha Value Dinner 6:15 p.m. - 6:45 p.m. — Reception 6:45 p.m. - 7:15 p.m. — Dinner 7:15 p.m. - 8:15 p.m. — Keynote, Q & A with Tom Russo Keynote Topic: «Capacity to Suffer:
Global Value Equity Investing» Location: Scott Conference Center at the University of Nebraska (approx. 1 block from Mammel Hall)
8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «
Global Value Equity Investing»
After one of the best quarters ever for Sparinvest's
global value equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some of the benefits of active investment — including a focus on ESG risks - which passive investing is unable to offer.
Omaha Value Dinner 6:15 p.m. - 6:45 p.m. — Reception 6:45 p.m. - 7:15 p.m. — Dinner 7:15 p.m. - 8:15 p.m. — Keynote, Q & A with Tom Russo Keynote Topic: «Capacity to Suffer:
Global Value Equity Investing» Location: Scott Conference Center at the University of Nebraska (approx. 1 block from Mammel Hall)
8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «
Global Value Equity Investing»
Location: Omaha Marriott (10220 Recency Circle near Borsheims) Keynote Presenter: Tom Russo, Partner, Gardner Russo & Gardner Topic: «
Global Value Equity Investing»
Prior to that, he was a senior quantitative analyst in
the Global Value Equity unit at AllianceBernstein.
Head of
Global Value Equities - Maj Invest Mr. Kara joined Maj Invest in 2004, and has been responsible for managing the
Global Value equities strategy since its inception.
Not exact matches
Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's
global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and
value equity.
I'm now invested in three Sun Life
Global Investment (SLGI) funds: the SLGI MFS
Global Growth Fund, SLGI MFS
Global Value Fund and SLFI Blackrock Canadian
Equity Fund.
The MSCI USA Indexes part of the
Global Equity Indexes - reflect the full breadth of investment opportunities within the US equity markets by market capitalization size, by value and growth investment styles and by sectors and indus
Equity Indexes - reflect the full breadth of investment opportunities within the US
equity markets by market capitalization size, by value and growth investment styles and by sectors and indus
equity markets by market capitalization size, by
value and growth investment styles and by sectors and industries.
In the European market, the oil sector has a high dividend yield of about 6 percent — the highest there is — which adds up to real
value, says Nick Nelson, head of
global and European
equity strategy at UBS.
Global Equities analyst Trip Chowdhry has
valued the Tesla Gigafactory at $ 50 billion, based upon his assessment that it will generate $ 100...
TVF is backed by private
equity investor Tiger
Global, which picked up just under 20 % in the startup for $ 10 million,
valuing it at $ 50 million, in December 2015, according to VCCEdge, the data research platform of VCCircle.
Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI
Global ex. - U.S. Index, 5 % JPM EMBI
Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative
Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI
Equity Hedge Index.
iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX
Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select
Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares
Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX
Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX
Global Base Metals Index Fund («XBM»), iShares S&P
Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.
The
value of
global equities climbed to a record $ 66 trillion last week, data compiled by Bloomberg show.
Four common strategies used by hedge fund managers include: long - short
equity, relative
value, event driven and
global macro.
At the same time, some 70 per cent of government - issued bonds are yielding 1 per cent or less, and when you combine the
equity / bond
value of the 15 largest
global markets they've never been more expensive.
Our portfolio
values both balance and flexibility and includes a
global mix of large -, mid -, and small - cap
equities, hedge funds, venture capital and alternative investments.
K2 Advisors, Franklin Templeton Solutions, seeks to add
value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short
equity, relative
value,
global macro and event driven.
Due primarily to weakness in
equities around the world in March, the
Global Market Index (GMI), an unmanaged benchmark that holds all the major asset classes in market -
value weights, shed 1.0 % in March.
TORONTO, September 14, 2015 - RBC
Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap
Value Equity Fund.
2008
global financial crisis, world HNW and MC's, flooded back into US, driving USD strength, flatlined
global economy, decelrating trade, collapse of commodity
values, reduction in opportunity horizon of Manufacturing and Productive EM, along with debt dynamics in China accelerating (Money Printing, Asset Bloat) and staid developed world horizons and
Equity bloat in US.
RBC
Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap
Value Equity Fund...
In their October 2017 paper entitled «
Value Timing: Risk and Return Across Asset Classes», Fahiz Baba Yara, Martijn Boons and Andrea Tamoni examine the power of value spreads to predict returns for individual U.S. equities, global stock indexes, global government bonds, commodities and curren
Value Timing: Risk and Return Across Asset Classes», Fahiz Baba Yara, Martijn Boons and Andrea Tamoni examine the power of
value spreads to predict returns for individual U.S. equities, global stock indexes, global government bonds, commodities and curren
value spreads to predict returns for individual U.S.
equities,
global stock indexes,
global government bonds, commodities and currencies.
Prior to joining Montgomery, George was an investment analyst at Private Portfolio Managers where he covered
global equities across various industries, using a
value investing framework.
Even at the estimated low end, derivatives dwarf underlying
values of
equities (
global stock market
value estimated at $ 70 trillion;
global debt market of $ 199 trillion; gold at $ 1.8 trillion).
Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of
equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity investment strategies, including US Large Cap
Value, Hexavest
Global and International
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.
At our upcoming webinar in November we'll have Kevin Rose in town from New York, along with Gareth and myself, talking about the future and where we see
value today in the
global equity markets we look at.
A major
global bank bleeding gobs of
equity value is cause enough for concern but Deutsche Bank raises other serious red flags to the U.S. banking system.
Despite the strong past performance of
global equities, we believe there is still
value in
global equity markets.
We include two recent case studies detailing PM - transitions for two
global strategies (International Value and Global Eq
global strategies (International
Value and
Global Eq
Global Equity).
Non-U.S. markets also followed the U.S.» lead and sold off, too, which Wilson thinks created «a lot of
value in
global equity markets.»
Global equity markets broadly appear to be pricing in significant earnings growth, but we believe some regions such as Europe and Asian emerging markets were more attractively
valued than their US counterparts as of late 2017, making it increasingly important for investors to focus on individual company fundamentals.
The big difference with a typical
global market cap portfolio and all McClung's main candidates is their lack of large cap elements in both US and Intl
equities, much more emphasis on small cap, and large and small cap
value for US and Intl..
Japan's
equity market has recently become more momentum driven, reversing a long - standing anomaly in which Japan was the only major
global market where momentum didn't work but
value did.
Oakmark
Global Fund: The percentages of hedge exposure for each foreign currency are calculated by dividing the market
value of all same - currency forward contracts by the market
value of the underlying
equity exposure to that currency.
Rather than size, we believe investors are better served focusing on
equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and
value, as detailed in our Q4
Global Investment Outlook.
«He loves winning, and he loves money — but it's just a scorecard to show he's recognised
value and won,» says finance billionaire Leon Black, Icahn's investment banker at Drexel Burnham Lambert in the 1980s before co-founding private
equity giant Apollo
Global Management.
The Future Despite the strong past performance of
global equities, I believe there is still
value in
global equity markets.
The deal sees Razer subsidiary ZV - Midas buy
equity from existing backers MOL Investment and Hotel Resort Enterprise in a deal that
values the MOL
Global business at around the $ 100 million mark.
While
global equity markets as of the end of December 2014 still offered great
value in our opinion (especially compared to generally expensive, low - yielding fixed income assets), that
value is becoming increasingly selective.
A year ago, Templeton
Global Equity Group's Norm Boersma, Cindy Sweeting and Heather Arnold penned an article for Beyond Bulls & Bears discussing the signs of a revival in
value stocks.
Mike Bellaro, Plato Partnership Co-Chair and
Global Head of
Equity Trading, Deutsche Asset Management, said: «The
value that Plato Partnership brings to the market relies heavily on the strength of the firms and individuals that participate in it.
A critical lesson that we have learned through six decades of investing in
global equity markets is that returns accrue to
value intermittently.
Citing both historical data and current economic trends, Templeton
Global Equity Group's Norm Boersma, Cindy Sweeting and Heather Arnold maintain their belief that
value's comeback will not likely be short - lived.