Sentences with phrase «growth equity portfolio»

Since our inception, we have invested in more than 600 companies and partner with over 140 active companies across our venture and growth equity portfolio.

Essex manages growth equity portfolios for institutional clients, high net worth clients, mutual funds and private partnerships based on early identification of growth, wherever it exists.

Not exact matches

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

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.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

A growth agenda may be good for equities, but the untethering of the monetary policy experiment may not be good for equities, and there may be some ambiguity as to what this means for risk assets and portfolios.

Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

The ZBB method allows private - equity firms to standardize cost management practices across portfolio companies and invest savings in growth strategies.

2015.01.26 RBC Global Asset Management Inc. announces new RBC conservative growth & income fund RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Conservative Growth & Income Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Fugrowth & income fund RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Conservative Growth & Income Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay FuGrowth & Income Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Funds...

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 equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

Short - term government bonds generally offer stability and low growth and are the bungee in your portfolio that slows its decline in value when equities plunge.

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.

If equities outperform and cause me to buy more bonds, well hey, it's not a problem because the portfolio growth is lifting me clear of emergency situations anyway.

Laurie is responsible for supporting PIC's minority equity investment portfolio and helping facilitate the growth and success of PIC's portfolio companies.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

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

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»

The possibility of higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.

In an effort to construct portfolios that capture the global growth we see around us today, and anticipate continuing into 2018, we are drawn to global equity markets.

In our equity portfolios, we will therefore continue to steer clear of European companies that are exposed to both further dollar depreciation and the growth - trend reversal signalled by any number of leading economic indicators.

You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

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 EquPortfolio Management, is a portfolio manager for the Hartford Small Cap Growth Fund and the Hartford Small / Mid Cap Equportfolio manager for the Hartford Small Cap Growth Fund and the Hartford Small / Mid Cap Equity Fund.

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

The DFA International Core Equity Portfolio (I)(DFIEX) and DFA International Large Cap Growth Portfolio (DILRX) had the highest correlations with the ETF.

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.

The performance of growth and value equity styles tends to be oriented toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.

Equity allocation is not a binary decision, and a diversified portfolio should include both growth and value.

In equities, it means tilting your portfolio in favour of dividend growth stocks instead of high dividend payers, which are more sensitive to rising rates.

With equity, particularly in a diversified portfolio, one can expect over the long term growth in the value of the business from a growing dividend stream, and reinvestment of retained earnings.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.

The portfolio you see here would yield a high amount of current income from the bonds and would also yield long - term capital growth potential from the investment in high quality equities.

Depending on its allocation between bonds and equities, a balanced portfolio with proper equity diversification should provide long - term growth in the range of 6 % to 8 %.

The equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

The idea of moving to more conservative equity funds in retirement is not unusual but my position is to maintain the more diversified equity portfolio (large, small, value, growth, REITs U.S. & international asset classes).

A: The reason I recommend the Tips and Treasuries is to minimize (or reduce) volatility in the portfolio — bonds for stability and equities for growth.

But if your savings remain small, you may want to set your portfolio for growth by having a higher ratio of equities, which carry greater risk but also a greater potential to rise quickly.

«Even though she wants safety, Heather needs some growth from equities for her portfolio to last,» says Kvick.

The goal of the equity section of our portfolio is growth and, to a lesser extent, income.

I think bonds have a place in some portfolios but right now the returns are dismal compared to equities, and anyone who is looking for growth should stick to equities

T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of small - and mid-cap U.S. stocks.

T. Rowe Price QM U.S. Value Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of U.S. stocks believed to be undervalued.

The Russell 3000 Dividend Growth Managed Portfolio seeks to invest in the top US dividend equities within the Russell 3000 index.