Sentences with phrase «holds investment positions»

He holds investment positions in these coins, but does not engage in short - term or day - trading.

He holds investment positions in the coins, but does not engage in short - term trading.

He holds investment positions in the coins, but doesn't engage in short - term or day - trading, nor does he hold short positions on any of the coins.

He holds investment positions in the coins, but does not engage in short - term or day - trading.

He holds investment positions in the coins, but does not engage in short - term trading.

Not exact matches

But Senator Investment Group cut its position by more than half when it sold 875,000 shares and Third Point trimmed its holding by selling 400,000 shares to own 5 million.

That set Simpson — «one of the investment greats,» says Buffett — to closing down the positions he held at GEICO.

Commodity Futures Trading Commission figures show that this segment of the investment and trading community are now holding the biggest short position in 10 - year and five - year U.S. Treasury futures since the data series began in 1995.

Previously, Mr. Barrett was a Managing Director of Gemini Investors, a private equity firm focused on growth capital investments, served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment banking firm.

Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995.

Grant Williams: Founder of Real Vision TV and author of investment newsletter Things That Make You Go Hmmm..., Grant has three decades of experience in the financial industry and has held senior positions at a number of investment banks all over the world.

Lee Millstein, President of Cerberus Global Investments, said, «With its solid balance sheet and strong competitive position, Bluestone Holdings Australia is well positioned to capitalize on the currently attractive market and regulatory dynamics.

This may include having held a senior position at another top - quality brand hedge fund, having spun out of a top investment bank proprietary trading desk, or having been seeded by a well - known investor.

She has over 20 years of experience in the investment industry having started her career at Harvard Management Company and later moving to Trillium where she held investment management and equity research positions under the leadership of Joan Bavaria.

He serves as Managing Director of Oaktree Capital, an investment firm that specializes in less efficient markets and alternative investments, and has held that position since June 2015.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

He has also held financial leadership positions as Vice President, Research, for Water Tower Capital, LLC and as Vice President, Investment Banking, at U.S. Bancorp Piper Jaffray.

Mr. Cieslowski has held various positions with major Canadian banks and investment firms, specializing in delivering financial planning, taxation and high net worth client solutions.

This net position in turn consisted of foreign currency asset holdings equivalent to about 20 per cent of GDP, with more than three - quarters of this in the form of equity investment (including direct investment by multinational companies in their offshore operations).

Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in pension and other plan assets.

She has held various positions at Banc One Capital, McDonald Investments (KeyCorp), and NatCity Investments (now PNC).

Prior to joining E-L Financial Corporation Limited, Mr. Jackman held a variety of positions including portfolio manager at Cassels Blaikie and investment analyst at RBC Dominion Securities Inc..

Prior to founding of The Value Alliance, Ms. Bloxham devoted nearly twenty years of her professional career in financial services posts encompassing the banking, investments and insurance sectors, holding executive positions at Prudential Financial Services and at Bank One (now merged into JPMorganChase), where she managed strategic, financial, operations, technology, and compliance functions and at KPMG where she ran a global practice.

At present, the evidence holds us a fully hedged investment position.

And second, if so, shouldn't we be holding a favorable investment position?

We have the ability to hold sizeable investment positions.

The underwriters and their respective affiliates may also communicate independent investment recommendations, market color or trading ideas and / or publish or express independent research views in respect of such assets, securities or instruments and may at any time hold, or recommend to clients that they should acquire, long and / or short positions in such assets, securities and instruments.

Mr. Martin is Chairman of RBM Venture Company, a private investment company, a position he has held since 2007, and is the former Interim President of the University of Memphis, a position he held from July 2013 until May 2014.

Testing your investment thesis and seeking out and considering contrarian views can give you confidence to hold positions you may otherwise look to sell.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

While no one can predict what the future holds, we've gathered three of our investment team leaders for a roundtable discussion on developments they see likely to influence the global markets in the back half of the year, and their strategies to position for whatever comes next.

But it's one thing to establish a position that risks a major wipeout of capital, and another to pursue an investment disipline that maintains a lower tolerance for risk than ordinary buy - and - hold investors require over the course of a typical market cycle.

The investment portfolio holds around 50 positions (though probably closer to 40 since eight positions are Liberty group - related entities).

Perhaps the best advice is only to hold the position if you are capable of evaluating the business operationally, are convinced that the fundamentals are still attractive, believe the company has a significant competitive advantage, and you are comfortable with the increased dependence upon the performance of a single investment.

It's a matter of knowing what we own, engaging with good businesses to own them responsibly and holding positions long enough to let our investment thesis play out.

Previously he spent nine years at Fidelity Management & Research Co., where he held a number of senior investment research and portfolio management positions.

Prior to Quantum Bridge, Tom held a variety of positions in direct investment and strategy, including three years at Salomon Brothers in New York and Hong Kong.

Previous to that, he held positions as a European portfolio manager and analyst for Brown Brothers Harriman, New York, and served for seven years as a UK portfolio manager and analyst for Natwest Investment Management in London.

Also, should our insight prove premature and the stock or investment that we own works against us, the position becomes smaller and thus less worrisome among our portfolio holdings.

Jonathan started his investment banking career in the healthcare investment banking practice of Lehman Brothers and went on to hold a number of senior investment banking positions at other middle - market Wall Street firms including Stanford Group and Ladenburg Thalman.

I'll be commenting periodically on portfolio holdings and specific positions on this blog, along with continued discussion of investment theory.

These concentrations of positions in the hands of the largest bank holding companies and investment banks posed risks for the financial system because of their interconnections with other financial institutions.»

Prior to entering the investment banking business, John held key management positions in public companies of various industries such as manufacturing, business services, and retail.

When the position is ultimately sold, the tax bill will be higher than it would have been on the original investment, unless the investor dies holding the position or donates it to charity.

Mr. Salem started his career with Citi in Geneva in 1985 and held various senior positions in the private bank and investments in Switzerland, Singapore and New York.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.

A balanced investment position, i.e., a variety of risks in spite of individual holdings being large, and if possible opposed risks.

Before that he held various positions with TNK and served as a research analyst at both MC Securities and Montes Auri investment companies.

As of last week, the Market Climate for stocks remained characterized by unfavorable valuations and unfavorable market action, holding the Strategic Growth Fund to a fully hedged investment position.

As of last week, the Market Climate for stocks was characterized by unfavorable valuations and unfavorable market action, holding the Strategic Growth Fund to a fully - hedged investment position.