Sentences with phrase «investing their assets over»

When the liquidity premium is high, the asset is said to be illiquid, and investors demand additional compensation for the added risk of investing their assets over a longer period of time since valuations can fluctuate with market effects.

Not exact matches

The finance minister of Saudi Arabia has sought to reassure investors that the kingdom is a secure place to invest following a crackdown on corruption in the country that saw individuals imprisoned and assets handed over to the government.

«The acquisition of the Weather Channel is strategic, as we begin our process of investing billions of dollars over the next five years to acquire some of the best media assets around the world.»

By contrast, Japanese households during the same period invested just under 10 % of their assets in equities and kept over 50 percent in cash and deposits, according to Bank of Japan data.

Moving to a publisher model means you need to invest more upfront to start creating content assets that will have a far greater impact over a longer period of time.

Takeover specialists and their investment bankers pore over balance sheets to find undervalued real estate and other assets, and to see how much cash flow is being invested in long - term research and development, depreciation and modernization that can be diverted to pay out as tax - deductible interest.

Valero's investing heavily in ethanol to complement its high - quality oil refineries, while ConocoPhillips has been selling off assets and trimming its debt over the past year or two.

We offer Swedish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

By investing in a diverse pool of assets, it should collectively lower your risk yet stabilize your returns over the long term.

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

We offer Danish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

If you are just stumbling on this site, there are two things you should read first: my personal philosophy («growth without goals»), and my investing philosophy («alpha over assets»).

Nevertheless, it should be noted that companies which invested over $ 800,000 of qualified assets are not liable for this depreciation rule.

According to the GAO, there are over 485,000 IRAs, worth approximately $ 49.7 billion, invested in unconventional assets, such as energy investments, equipment leasing, foreign - based assets, farming interests, precious metals, private equity, promissory notes (both secured and unsecured), real estate, and tax liens, as well as virtual currency.

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).

This scenario also assumes that Southwest's spending on working capital and fixed assets will be 4 % of revenue, which is the average change in invested capital over the past decade.

If you are providing evidence of your accreditation on the basis of having over $ 1 million in net assets, the company you are investing in is required to verify your debts in order to confirm that your net assets are greater than $ 1M.

The U.S. asset management industry also plans to roll out more sustainable investing strategies over the next 12 months, after seeing U.S. assets under management using sustainable investing criteria jump 135 % from 2012's $ 3.74 trillion to $ 8.72 trillion at the beginning of 20167.

As a member of the Exposure Management team within ISG he is responsible for the oversight of over $ 20 billion worth of client assets with exposure to equities and fixed income invested globally.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

Even in the U.S., the Securities and Exchange Commission (SEC) generally enforces regulation that assures that only accredited investors (i.e. people who own over $ 1M in total assets or have made more than $ 200K annually and will continue to do so) invest in private companies.

We'll continue to invest according to our asset allocation and any investments over our Freedom Fund goal will be used for buying a house in the future.

Over the past couple of years, speculators have also used short sales of gold to obtain low cost funds to invest in other assets — for example, by shorting gold (borrowing it and selling it in the spot market), market participants have been able to obtain US dollars at between 1 and 2 per cent, well below the rate of return available on US assets.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Steve Gorelik is a Portfolio Manager with Firebird Management, a value oriented asset management firm with over 20 years of experience investing in Eastern European and North American markets.

Eligible distributions from such plans can be rolled over directly into a Fidelity Rollover IRA without incurring any tax penalties and assets remain invested tax - deferred.

At year - end 2017, Indian ETF assets stood at INR 78,000 crores (USD 12 billion), with an annualized growth rate of 76.6 % over the past four years.1 For India, the passive investing Read more -LSB-...]

Bulls Market - A Bulls Market, is essentially reflect of a particular asset or stick rising over a period of time, typically reflective of buyers being in control of said asset and market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a stock.

OrbiMed has over $ 6 billion in assets under management and is now investing out of its most recent fund Caduceus Private Investments IV.

This is likely just the beginning of what promises to be a burgeoning asset class, as governments and other entities will need to invest an estimated $ 90 trillion in infrastructure over the next 15 years to achieve goals outlined by the Global Commission on Economy and Climate.

He says he wants to invest in companies that have «great assets with great people you want to back over the long - term» but is also conscious of the following he has developed among small and micro cap mining investors.

Historically, over long periods of time, money invested in riskier assets such as stocks has generally rewarded investors with higher returns than funds invested in ultra safe and liquid assets.

Each year we voluntarily disclose the total assets that the firm's employees, our families and the Funds» trustees have invested in the Oakmark Funds; as of December 31, 2016, that number is over $ 400 million, reflecting significant share purchases during the past year.

Over the course of my writings here about investing, I've focused quite a bit on the topic of diversification and asset allocation.

Establishing an account early allows savings to be invested over the course of multiple market cycles, giving assets time to grow and weather market swings.

At his departure in June 2015, total assets invested between the two divisions was over $ 2.5 B. Prior to Lending Club, Mike held various sales management roles at Fisher Investments.

M&A would be more of finding the right dancing partner, investing together, maybe trading assets between partners and over time getting to know each other and working out if you can get together and make a lot of money.

It has earmarked $ 500 million to invest in Australian agricultural assets over the next decade.

Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk asset over a life - time that will allow people who started with nothing to achieve their goal of total financial independence?

One idea that played a part in Liberal debates in the 1960s — though it was never formally adopted as party policy — was to use labour's profit share to invest in firms» assets so that, over time, workers would build up their own share in firms» wealth.

On average, data - based capital contributed just 0.015 per cent to UK GDP each year over the period studied by the team, even though investment in data - based assets in the UK reached US$ 7 billion in 2013 — which equates to around 40 per cent of the amount invested in R&D.

The District is responsible for funding the plans, and if plan assets decrease (e.g. because of a year of negative returns on assets invested in the stock market), the District must make up the loss, generally smoothed over several years.

Interestingly enough, concern over fees seems to fade away when comparing investing to alternative assets.

Over the course of my writings here about investing, I've focused quite a bit on the topic of diversification and asset allocation.

If you're thinking of having an investment adviser take charge of your investing — or just looking to lower the investment fees you pay now — you don't have to hand over all your assets at once.

These online lenders have many advantages over the stuffy old banker at your hometown bank, and they have many more assets and lots more capital to invest - which is why they are having such success online.

Scalable Capital invests globally in fourteen different asset classes that represent over 8,000 individual stocks from up to 90 countries.

That is, instead of investing in an equal mix of the four asset classes, the Hot Potato plunges into the single asset class that fared the best over the prior year.

«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management.

That means sticking with a sound financial strategy that lines up with the goals you're trying to achieve over the time frame you're investing for, says Dan Hallett, director of asset management for HighView Financial Group in Oakville, Ont.