Sentences with phrase «high quality equity»

Pure Equity: As the name suggests, the fund enables investment in high quality equity, but of selective businesses only.

Ian Tam is the Manager of the client services team at CPMS, a division of Morningstar that focuses on providing high quality equity fundamental data and disciplined rules - based investment processes to the institutional buyside and investment advisors across North America.

Ian Tam is the Manager of the Client Services team at CPMS, a division of Morningstar that focuses on providing high quality equity fundamental data and disciplined rules - based investment processes to the institutional buyside and investment advisors across North America.

Bellwether provides only high quality equity and fixed income securities that meet investor's long term requirements and risk tolerance.

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.

That would constitute 30 % -33 % highest quality equity, 20 % -22 % investment grade income and 45 % -50 % cash.

For now, I would look to trim back high yield and consider a combination of higher quality equities leavened with some Treasuries to help mitigate volatility.

Not exact matches

Fill the bulk of your portfolio with a combination of high - rated bonds (weighted toward corporate, rather than government, debt) and high - quality, dividend - paying equities, and you likely won't take a hit.

Mittal's FundersClub, founded in 2012, isn't to be confused with AngelList or other equity crowdfunding platforms, instead functioning as an online venture capital firm where high - quality deals are sourced for over 17,000 accredited investors.

The industry in North America has high fragmentation and has low barriers to entry, but ACT enjoys one of the strongest positions, enhanced by the brand equity of its banners, the quality of its real estate, and efficiencies stemming from the breadth of its operations.

Tal believes that improving participation rates in high - demand fields will likely require finding a way to identify emerging trends in labour market needs, as well as improved quality and equity of learning opportunities and increased resources.

We also like emerging market energy equities and selected debt of high - quality E&P companies.

The global synchronized economic expansion, a business - friendly administration in Washington, solid corporate credit quality, modest default activity, robust equity markets and a favorable supply - demand balance set a strong backdrop for high yield in the New Year.

While there is no exact definition, quality typically refers to some combination of high profitability, a low debt - to - equity ratio, and earnings consistency.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

The MSCI USA Quality Index is comprised of 125 stocks in the MSCI USA Index that have high quality scores based on return - on - equity, earnings growth and financial leQuality Index is comprised of 125 stocks in the MSCI USA Index that have high quality scores based on return - on - equity, earnings growth and financial lequality scores based on return - on - equity, earnings growth and financial leverage.

Against this environment, our strategists remain bullish on equities and continue to favor emerging market currencies and, in the fixed income space, prefer local markets over external debt and maintain their higher - yielding yet better - quality bias.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

The Core Equity Strategy invests primarily in mid and large capitalization stocks of high - quality companies.

Stuart Freeman is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

Scott Wren is a senior global equity strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

These capital needs were for the highest quality type — common equity.

«More recently, our equity investment framework has drawn us to larger market capitalizations and we have learned to «pay up» for certain higher - quality companies with market - dominating positions.»

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

We maintain our focus on high - quality equity, fixed income securities and a diversified portfolio designed to achieve solid risk - adjusted returns.

Sean Lynch is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

SUMMARY It's difficult to rationalise why there should be excess returns from high quality stocks The Quality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The conquality stocks The Quality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The conQuality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The conQuality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The concept of

My overall portfolio strategy is to build enough equity in enough high - quality companies through diversification so that I'm confident that I can pay for expenses with ongoing dividend income.

EQUITIES THEMATIC — SAME AS IT EVER WAS: Small Cap / High Beta / Cyclicals / Value / High Short Interest / Inflation / Domestic Exposure / Weak Balance Sheet over Low Vol / Defensives / Anti-Beta / Growth / Quality / Strong Balance Sheet.

SeedInvest is a leading equity crowdfunding platform that connects investors with high quality startups.

Conversely when equities are storming ahead you'll convert them into high - quality bonds, ensuring there's fodder in the barn for when winter comes.

Assuming this to be the case, investors may want to consider both a moderately lower equity weighting as well as a higher weight to quality stocks, i.e. those with high return on equity, earnings consistency and low leverage.

The Oakmark Equity and Income Fund invests in medium - and lower - quality debt securities that have higher yield potential but present greater investment and credit risk than higher - quality securities, which may result in greater share price volatility.

Turning to equities, he feels a shift from small cap names into high quality large caps is advisable.

Teasdale Latin Foods («Teasdale»), a national provider of private label and branded Hispanic foods to the retail, food service and wholesale channels and majority owned by private equity firm Snow Phipps Group, announced that it has acquired Rudy's Tortillas («Rudy's»), an independent provider of high quality tortillas and chips into the foodservice channel.

Its unique model combines the «sweat equity» of Habitat homebuyers with that of volunteers and contractors to build high quality homes at lowered costs.

The quality and equity aspect of the Free Senior High School policy that was rolled out amid fanfare is being called into question, even in the nation's capital, Accra, with the dire infrastructure situation students of the La Presbyterian SHS are enduring on a daily basis.

There's a lot of work left to do, Hammond says, primarily around ensuring that all schools foster a culture of equity and all kids have access to high - quality teaching and learning.

Most of all, families and students need both sides to get past their defensiveness and mistrust and get to work creating citywide information, funding, enrollment, transportation, and other systems that will improve equity and access to high - quality schools.

Georgia Pre-K, which is heavily regulated, allowed for greater freedom of choice for families, higher quality of services for lower costs, and some gains in equity when compared to public sector pre-K.

For all their flaws, they are far better for equity and quality than statewide skills - standards with high - stakes tests that encourage wasting huge amounts of school time in practicing narrow test - taking activities at the expense of education.

And in so doing, it could do more than just solve the problem of equity to high - quality educational opportunities in the state, it also creates a mechanism for competency - based learning, establishes a strong grounding for what online learning and blended learning are, and eliminates the outmoded geographic barriers that prevent students from being able to access high - quality learning opportunities no matter where they originate in the state.

The 2nd International AVU conference will bring together researchers, policymakers and practitioners seeking to make sense of the challenges and explore emerging opportunities afforded by ICTs and open, distance and e-learning (ODeL) in addressing issues of access, equity and quality of higher education and training in Africa.

The English experience suggests that making college free is hardly the only way to increase quantity, quality, and equity in higher education.

The OECD also stated that the focus of continuing reforms should be on «developing high - quality teaching profession, making leadership a key driver of education reform, ensuring equity in learning opportunities and student well - being, and moving towards a new assessment, evaluation and accountability that aligns with the new 21st - century curriculum».

They should continue to support funding for the replication and expansion of high - quality charter schools, and they should make new investments in research and support for parent information, equitable funding and facilities, and innovative, low - regulation approaches to equity and effectiveness in schools of choice.

To promote equity within and across schools, communities should think about how to make these kinds of experiences available to all children in high - quality ways — without undue or unrealistic expense to families.

Recent and ongoing projects include a researcher - practitioner partnership focused on familial and school - based relationships that support adolescents» emerging sense of purpose, academic engagement, achievement and post-secondary school transitions; Project Alliance / Projecto Alianzo, a multiethnic study of parental involvement in education during adolescence; and collaboration with a local school district focused on school choice policies to examine equity and access to high quality schools, along with demographic variations in parental priorities and experiences with these policies.

Equity is at the center of our campaign, with the long - term goal of ensuring all communities have access to a high - quality public school.

Implementing a high - quality assessment system is a core state responsibility with profound implications for equity.