Sentences with phrase «holding illiquid»

Over-the-counter (OTC) property derivatives, which may be used as a synthetic investment or for hedging or leverage purposes, can be tailor - made to fit portfolio needs and thus offer innovative and flexible hedging techniques to portfolio managers and institutional investors holding illiquid property investments.

Certain holders would be forced to sell as institutional mandates would preclude them from holding illiquid securities such as the participating interests in the FUR liquidating trust.

The investor who has participated in this type of meltdown is then left holding an illiquid, and often quite risky, investment.

Investors who participate in this RRSP meltdown procedure are then left holding an illiquid, and often quite risky, investment.

With the mean time from funding to exit for a startup increasing from 2 - 5 years in the early 2000s to an average of 6 - 10 years today, an employee may hold illiquid stock for quite some time while undergoing major life events such as marriage, birth of a child, home purchase, or graduate education.

If stocks do 10 % going forward and a hedge fund that charges 2 and 20 takes 3 % of your money in fees you've only got 7 % left, plus it's leveraged, holds illiquid securities, etc..

Some indexes hold illiquid securities that the fund manager can not buy.

Interval funds hold illiquid investments that would be difficult to sell at a fair price quickly.

Unlike a private equity fund — which holds illiquid private investments — mutual funds typically invest in publicly - traded assets.

Not exact matches

Loads of illiquid assets like real estate holdings are slowing efforts by Trump's cabinet officials to divest, limiting the scope of the work they can do in the meantime.

Big institutional funds often have large allocations dedicated to investments that are privately held, illiquid, and long - term in nature.

Exchange - traded funds holding bonds offer cheap, efficient access to bond markets that, for individual investors, can be illiquid and expensive to trade.

Often, a bad investment strategy is usually a portfolio that holds too many risky or illiquid assets, such as commodities, leveraged exchange - traded funds (ETFs) and limited partnerships.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

Additionally, investors may receive illiquid and / or restricted stock that may be subject to holding period requirements and / or liquidity concerns.

1: The Fund Manager 2: Skin in the Game 3: Long - term Historical Performance 4: Concentrated Holdings 5: Low Turnover of Stocks 6: A Fund that has not Grown too Big, or is too Small / Illiquid

Now, it's true that I think the undisturbed stock price of IMS Health (a $ 2 - $ 3 billion, listed, liquid stock) was not quite as cheap as the undisturbed stock price of Bancinsurance (a sub $ 50 million market cap, unlisted, illiquid, and closely held stock).

Commodity - related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions, regardless of the length of time shares are held.

Since real estate is quite illiquid and there are high transaction costs associated with frequently buying and selling properties, it may be in your best interest to hold your real estate for a long time anyway.

And if you hold a lot of any security, the position is illiquid.

Marty Whitman buys in «safe and cheap» small cap stocks that are illiquid and holds them until their value is recognized.

Examples of illiquid alternatives include things like private equity or private debt holdings — investments that aren't easy to sell.

One reason that several of the Fund's illiquid common stocks fell during the quarter is that many value managers, who might hold similar stocks, saw the opportunity to «upgrade» their portfolios during mid-late September.

While there's not a huge amount to be gained in holding 99 shares, like the above, it does highlight the inefficiency around many of these smaller, more illiquid stocks.

Bond indexes can hold hundreds and sometimes thousands of bonds, some of which are illiquid or thinly traded.

Another issue for investors and liquidity risk has to do with a fund's holdings and its level of illiquid investments.

Previously, there was a longstanding 15 % guideline that limits a mutual fund to aggregate holdings of illiquid assets to 15 % or less of the fund's net assets.

(Most bondholders have no desire to hold equity at all, much less an illiquid penny stock, thus the 54 % lockup).

As I see their strategy now, the Board is using two leverage points to force hedge funds to reenter the common and vote for the merger; those two points are, 1) the merger is the only way that they can realize value for their illiquid holdings of GSD and Dividend Notes and 2) unless the merger is completed prior to Sept. 12, 2015 the favorable tax treatment afforded the 2013 distributions will be retroactively cancelled!!!

It started even more analytically illiquid and complex when initially invested in Reading's three micro-cap predecessor companies, Craig Corp., Reading Entertainment and Citadel Holdings.

Sometimes the issue is not that the ETF is thinly traded: it's that its underlying holdings are illiquid.

I gave a brief extemporaneous talk that said that most people who owned these shares know they are illiquid, and as such, they hold onto them, and enjoy the distributions.

For an investor willing to hold a security until maturity interest rate and liquidity risk are often a secondary concern, but a risk - adverse investor needs to realize that having the ability to exit a position quickly (same day) can be worth a lot more than the additional gain you could receive from an illiquid investment.

However, caviling aside, there is some new information in the piece, namely, that funds that hold a fair number of positions in illiquid securities appear to seek out favorable valuations to turn months with negative returns into positive results:

Mr. Cotter controls Reading through the very small illiquid Class B voting shares, but also has a much larger shareholding and economic stake in the more liquid RDI nonvoting shares, which are the same share class we now hold in size.

If individual purchases of investments were rendered illiquid, this might seriously impede new investment, so long as alternative ways in which to hold his savings are available to the individual.

The Fund may hold securities, such as private placements, interests in commodity pools, other non-traded securities or temporarily illiquid securities, for which market quotations are not readily available or are determined to be unreliable.

But these days, the so - called barbells that investors hold over their financial shoulders can be a mix of different assets entirely: index funds and active funds, liquid and illiquid investments, or low - cost mutual funds and high - cost hedge funds.

My solution's the same as I employ elsewhere in my portfolio — if certain holdings are illiquid, possibly riskier and / or less diversified, I simply mitigate those risks by reducing my stake size and / or demanding higher upside potential.

For OP here, I'd hesitate only if the shares were illiquid or there were a longer holding period.

Investors clearly understand that higher fees can have a negative impact on their net return, as is evident in the price war in mutual fund fees, but a few basis - points difference in visible fees is far less meaningful in performance impact than the often - large hidden costs.14 For example, switching from a low - turnover strategy to a sloppily constructed strategy that spends scores of basis points in incremental trading costs can cost the investor dearly in performance.15 The same holds true for the buyers of opaque high - fee products (hedge funds and illiquid private investments), for which substantial costs may be hidden from sight.

What would happen to the aggregate cryptocurrency market if the investors and insiders in a couple dozen ICO platforms (Pyramid or not) tried to liquidate their holdings onto an illiquid market?

Because new cryptocurrencies such as an ICO are often even more illiquid and thinly traded than say bitcoin (which itself is relatively illiquid), whales and insiders without vesting and lock - up periods can quickly move the market up and down due to the large amounts of coin holdings they have.

is a viable exit strategy - real estate is an illiquid asset, so one should be clear - headed about the risk of being unable to go with their plan A exit strategy (particularly if that strategy is not «buy and hold»).

Understand that real estate crowdfunding is an illiquid investment and you'll have to hold properties for the duration of the project.