Sentences with phrase «growth equity manager»

Not exact matches

Fidelity also offers seven Fidelity Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

Event - driven and long short equity managers, for instance, have overall seen rosier average gains over the past 12 — 18 months on the back of investors» growing focus on company - specific events, earnings growth, balance sheets and valuations of individual securities across different sectors and regions.

Given the recent attention to the sub-asset class of growth equity, there will undoubtedly be more managers pursuing a growth equity strategy and therefore more competition.

By Yana S. Barton, CFA, Portfolio Manager, Growth Team, Eaton Vance and Lewis R. Piantedosi, Director of Growth Equity, Eaton Vance

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

The growth in so - called passive investments has put pressure on money managers to drop their fees and build out parts of their business that are more insulated from that pressure, like private - equity or real - estate investments.

By Lewis R. Piantedosi, Director of Growth Equity, Eaton Vance and Yana S. Barton, CFA, Portfolio Manager, Growth Team, Eaton Vance

Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large - Cap Core and Growth equity strategies.

Previously, he was Senior Vice President and Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management.

Sponsored by: Center for Value Investing and Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand Faces.

Among the evidence that would shift our expectations in this regard would be: material equity market deterioration, further weakness in regional Fed and purchasing managers indices, a slowing in real personal income, a spike in new claims for unemployment toward the 340,000 level, an abrupt drop in consumer confidence about 10 - 20 points below its 12 - month average, and at least some amount of slowing in employment growth and aggregate hours worked.

GrowthCap has a broad network of long - standing relationships with private capital investors including family offices, growth equity firms, private equity firms, asset managers, sovereign wealth funds, special situation investors and private debt funds.

Bronwyn Williams, manager of performance data at Preqin, said: «The sustained growth of industry assets highlights the fact that private equity continues to be attractive to institutional investors that are willing to forgo liquidity in return for outperformance.

David J. Elliott, CFA, Senior Managing Director, Co-Director of Quantitative Investments and Director of Quantitative Portfolio Management, is a portfolio manager for the Hartford Small Cap Growth Fund and the Hartford Small / Mid Cap Equity Fund.

The fund will be managed by Paul Chew, Brown Advisory's CIO and former manager of the Growth Equity fund.

Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager, is a Portfolio Manager for the Hartford Core Equity Fund, Hartford Small Cap Growth Fund, and Hartford Small Company Fund.

Within equity portfolio of the fund, the fund manager invests primarily in large cap stocks with growth tilt.

Debt - based systems are inherently inflexible; equity based systems deal with volatility better, and force managers to seek out organic growth opportunities, as opposed to financial engineering.

Managers Special Equity Fund is designed to provide broad exposure to small cap, growth - oriented equities.

Investing in growing companies committed to sustainable practicesCommitted companies: The fund invests in growth companies with the goal of delivering positive financial and ESG performance.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysis groups.

Investing in growing companies solving sustainability challengesImpact companies: The fund invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysis groups.

Fidelity also offers seven Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

Donald J. Kilbride, Senior Managing Director and Equity Portfolio Manager, is the portfolio manager for the Hartford Stock HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Dividend and Growth Fund and the Hartford Capital Appreciation HLManager, is the portfolio manager for the Hartford Stock HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Dividend and Growth Fund and the Hartford Capital Appreciation HLmanager for the Hartford Stock HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Dividend and Growth Fund and the Hartford Capital Appreciation HLS Fund.

Narhi is portfolio manager of the Pender U.S.. All Cap Equity Fund and the Pender Strategic Growth and Income Fund, as well as co-manager of the flagship Pender Value Fund.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

The Global and International Equities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coEquities team is made up of a centralized team of portfolio managers and global sector specialists in London, dedicated to global growth equities, who draw upon work of more than 70 locally based research analysts in 11 coequities, who draw upon work of more than 70 locally based research analysts in 11 countries.

First, it was as manager of the Altamira Equity Fund from 1988 to 1997, where he earned a compound average growth rate (CAGR) of 20 % against the S&P / TSX Composite Index's 9.5 %.

Founded in 1992, Winslow Capital Management, Inc. is an equity - only manager with a disciplined investment process applied to growth stocks.

Hennessy Focus Fund Portfolio Manager David Rainey discusses why he is more encouraged about U.S. equities than in the years, and he shares his outlook for GDP growth.

Similarly, «Rip» wouldn't worry about what global stocks to own because the manager of the global equity fund (Templeton Growth Fund) did so on his behalf.

Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management.

Michael T. Carmen, CFA, Senior Managing Director and Equity Portfolio Manager, is the portfolio manager for the Hartford Growth Opportunities Fund and is involved in portfolio management and securities analysis for the Hartford Global Capital AppreciatioManager, is the portfolio manager for the Hartford Growth Opportunities Fund and is involved in portfolio management and securities analysis for the Hartford Global Capital Appreciatiomanager for the Hartford Growth Opportunities Fund and is involved in portfolio management and securities analysis for the Hartford Global Capital Appreciation Fund.

As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles.

Stephen Mortimer, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management and securities analysis for the Hartford Small Company Fund, Hartford Growth Opportunities Fund, and the Hartford Capital Appreciation HLS Fund.

Greg began his tenure at Chase in 1987 as an equity analyst and was promoted to Co ‐ Manager of the Chase Vista Balanced Fund and the Chase Vista Growth & Income Fund, managing over $ 2 billion during his tenure.

Sharps, who joined T. Rowe as an analyst in 1997, was the lead portfolio manager for the U.S. large - cap growth equity strategy for much of his time at the firm.

Mr. Hagstrom has more than 28 years of investment experience, including 14 years as Portfolio Manager for Legg Mason Capital Management's Growth Equity Strategy.

Global dividend growth faces two major headwinds in 2018 which could disrupt the otherwise - supportive backdrop for income, according to Martin Currie's Global Equity Income manager Mark Whitehead.»

Previously, he was Senior Vice President and Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management.

Matthew D. Hudson, Vice President and Equity Portfolio Manager, is a Portfolio Manager for the Hartford Global Growth HLS Fund.

Fidelity also offers seven Fidelity Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

The table below illustrates valuable information regarding the fund managers for all Small Cap Growth Equity Funds.

$ 159 mio in firepower seems plenty generous for EIIB to assemble an attractive portfolio of private equity & seed investments for shareholders, and to support its growth as an asset manager.

Chuck has over 30 years of investment experience and is currently a Senior Portfolio Manager on Baird Equity Asset Management's Mid Cap Growth product.

Ken has over 24 years of investment experience and currently serves as a Senior Portfolio Manager for Baird Equity Asset Management's Mid Cap Growth product covering financial services.

With respect to equity securities, the Fund managers emphasize dividend - paying stocks that over time have exhibited consistent growth of dividends, but may sell investments to secure gains, limit losses or reinvest in more promising investment opportunities.

Vincent Nobel, Head of Real Estate Debt at Hermes Investment Management, said: «Providing funding for Thor Equities and Chenavari Investment Managers, to help support the refurbishment and leasing plans for 147 - 155 Wardour Street, will allow the JV to continue its strong European growth story.

We advise clients at all stages of growth, from early - stage companies across a wide range of fintech industry segments to major multinational corporates, global financial services firms, venture capital firms, asset managers, private equity houses and insurance companies.