Sentences with phrase «high conviction»

He often made big bets on things he had high conviction in.

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

But I like big positions in high conviction ideas.

Best of all is the school leadership starting with the principal a man of high convictions and character.

Yes, my favourite stock ideas for 2013 are, of course, all of the favourite / high conviction stocks I still own from 2012!

This Top 10 represents about two thirds of my total portfolio — similar to what you might see in most high conviction fund portfolios.

We focus on high conviction, high concentration investing with a long - term time horizon.

Some peers with high conviction could dare to put 50 - 75 % of their portfolio into a single stock, because they make that stock their whole world.

Town Attorney Amy Mele said he has a very high conviction rate for his tax certiorari cases and that is what we go by.

In the third quarter (Q3) of 2016, K2 Advisors» Research and Portfolio Construction teams continue to have high conviction for long short equity and merger arbitrage strategies, and within the global macro strategy, the teams have elevated emerging markets into their top three convictions.

and 2 % of max capital in case of very high conviction.

«Investing personal savings to start a business when credit is readily available signals high conviction in the future.»

We maintain high conviction in equities overall.

And as I have been increasing concentration, it has become increasingly important for my ideas to be extremely high conviction, which is more attainable by focusing on businesses with strong market power.»

They also feared higher conviction rates and an expansion of a «police - enforced tax on poor communities» given that defendants won't have access to publicly - provided lawyers in civil court.

BY MICHAEL RICONDA New City — The recently - released report for the Rockland County District Attorney's Office's 2012 year revealed the office oversaw significantly higher conviction rates over the course of last year, among other figures.

At the same time, this isn't a super high conviction idea and since trading costs are also very high on the AIM market I made this a small position.

The fund will take high conviction bets and the total number of securities would be equal to or under 30.»

Important Notification — We at Paul Asset, recommend high quality, high conviction fundamentally strong small cap or mid cap stocks on every month.Check out what our existing clients are saying.

For example, if cash rates are high, we may decide to collect interest and use those proceeds to buy out - of - the - money options on high conviction macro themes.

Bill Gates» Four Highest Conviction Dividend Growth Stocks by Sure Dividend Bill Gates is currently the richest person in the world.

Since that time, Marty has managed his family's money in the Whitman High Conviction Fund, a private investment Fund that adheres to the strict value discipline outlined in this book.

Statistics generally have most prosecutors obtaining high conviction rates, but, as Robert Irwin underlines, «All Rules Will Change,» and criminal defense lawyers can unblock seeming barriers in order to achieve great results...

Schroders Global Alpha Plus captures the Global and International Equity Team's highest conviction stock ideas to construct a portfolio of 30 «best ideas».

Regardless, when it does occur the speech has the possibility to cause a good deal of volatility in the biotech sector, which should be taken advantage of (along with current weakness) to add to high conviction positions.

Today, Third Avenue manages assets across four core equity strategies — Value, Small - Cap, Real Estate, and International — which are all rooted in the differentiated, high conviction investment approach established by our Founder.

Our research - driven approach is aimed at constructing a diversified, high conviction portfolio that is actively managed by one of Australia's leading investment teams.

The Parnassus Fund invests across the capitalization spectrum with high conviction in approximately 40 holdings.

For greater global diversification, I invested approx. 30 % of the Wrap Account in Magellan's High Conviction Fund which holds just 8 - 12 international equities selected as trading at below their estimated intrinsic value.

The verdict will be a setback for the HMRC, which has high conviction rates and plans to step up the number of criminal prosecutions it brings from about 100 a year to 500.

Terry's investment style is focused on high conviction, highly concentrated portfolio with a long long - term «buy and hold» strategy; unlike many others.

As a result, we were positioned too defensively in late 2010 and our short book hurt our returns so much and grew so large that we were forced to trim it back and forswore making major market calls in the absence of high conviction of a major bubble.

The Parnassus Endeavor Fund invests with low turnover and high conviction in approximately 30 holdings.

«We now have high conviction that liquidity dynamics are changing, that markets are finally becoming more aware of that reality.»

Having made the necessary adjustments to derive accurate and complete NOPAT, Invested Capital, economic earnings and free cash flow (FCF), we have high conviction in our DCF model.

We have the highest conviction Sarah will excel at the complex craft of early stage venture investing and are thrilled to welcome her to the team.

Our asset class specialists advise on fixed - income and equity recommendations in line with our high conviction investment themes in both developed and emerging markets.

«I am very interested in super high quality companies that have demonstrated success, have demonstrated earnings and high ROC and have some durable features that can give us high conviction» Chuck Royce

I have high conviction I can grow the PI figure by at least 5 % a year, so we'll probably just leave it at that.

But one of my other favorite ideas from Munger is that investors should stay within their circle of competence, and only bet big when they have a high conviction understanding.

The reason that I have such a high conviction for these two REITs is because I believe they are considerably mispriced.

Should active managers shift away from well - diversified portfolios and concentrate only on «high conviction» holdings in hope of generating higher returns?

We have high conviction in what you own.