Sentences with phrase «investment quality of your portfolio»

Not exact matches

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

We have built a talented team of investment professionals and operating partners, who together have developed a portfolio of high - quality businesses.

Vaselkiv pointed out there was a «game changer» in February this year when «Moody's took a chainsaw to $ 150 billion of investment - grade oil and gas bonds, and downgraded very high - quality investmen - grade companies to BB,» which he noted was a one - time opportunity to prove the strength of their portfolios.

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

The specialist international property company is building a team of freelance sales consultants to work remotely on a commission - only model and sell products from its portfolio of proven, quality investments.

When Three Bryant Park came up, Ivanhoé deemed it to be one of the top five high - quality assets in New York City, and a rare opportunity to lock in a cornerstone investment for its growing portfolio.

We are a retail Real Estate Investment Trust owning a portfolio of high - quality malls in which we create environments where retailers and customers connect.

Alignvest is the parent company of three investment platforms: Alignvest Capital Management Inc., for its public market strategies, Alignvest Private Capital, for its direct private investments, and Alignvest Investment Management Corporation, which provides institutional quality, total portfolio management capabilities to assinvestment platforms: Alignvest Capital Management Inc., for its public market strategies, Alignvest Private Capital, for its direct private investments, and Alignvest Investment Management Corporation, which provides institutional quality, total portfolio management capabilities to assInvestment Management Corporation, which provides institutional quality, total portfolio management capabilities to asset owners.

Ratings by S&P, Moody's, and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

Stable value funds, which are available only within DC plans, invest in a diversified portfolio of high - quality, short and intermediate term fixed income securities through the use of investment contracts.

One of the oldest and most reliable smart investment strategies is to build a portfolio of high quality real estate.

As Mark Freeman prepares to take the reins of Australian Foundation Investment Company and its $ 8 billion equity portfolio from outgoing managing director Ross Barker, his brief is simple: to identify quality companies with good prospects and growing dividends.

(The Church Commissioner's timberland portfolio returned 24.3 per cent in 2016, when it noted of its antipodean investment: «We expect these to deliver high - quality sustainably produced Indian sandalwood oil for use in the fragrance and pharmaceutical sectors in the late 2020s.»)

The Irvine Company ® is an internationally renowned real estate development company known for its award - winning master - planned communities, its vast portfolio of high - quality investment properties and its leadership in conservation and natural resource management.

The grants reflect the foundation's growing portfolio of investments seeking to provide every student, regardless of background and income level, with access to high quality, personalized learning opportunities that are rigorous, engaging, collaborative, tailored and paced according to their individual needs, and based on content mastery.

The investment objective will be to actively manage a portfolio of good quality corporate debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders.

Adding a high quality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market seQuality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality which may mitigate the impact of a market sell off.

Look at the people who are making the high returns, and they are not investors with just ten long - term quality investments held for 20 years in their portfolio, rather they are people who have some measure of turnover.

Not only does this mark a new era of investment alternatives from traditional assets like stocks and bonds for investors to use in order to protect against portfolio risks but as investors allocate to commodities in local Asian markets, the futures growth may help standardize the quality of energy and food to make prices less volatile and their environment cleaner.

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.

This investment offering primarily provides broad exposure to a high - quality portfolio of U.S. Government and U.S. Government Agency bonds.

The Jensen Quality Value Composite (the «Composite») includes all discretionary, fee paying portfolios with an investment objective of long - term capital appreciation.

While the portfolio of high - quality bonds may offer additional return potential, long - term investment grade bonds are subject to substantial interest rate risk.

As we mentioned in a previous shareholder letter, Jason Zweig, the noted Wall Street Journal columnist and author of Your Money and Your Brain (2007), credited much of the investment success of value investors such as Warren Buffett (Trades, Portfolio) and Benjamin Graham to being «inversely emotional,» i.e., sharing a quality that goes beyond calm, «a certain imperturbability or implacability.»

Co-founder - 3G Capital Management Pavel Begun is a co-founder of 3G Capital Management, a global value - oriented investment vehicle that seeks to invest in a concentrated portfolio of high - quality publicly - traded businesses.

The debt portfolio of the fund consists of high quality corporate bonds and G - secs with more than 80 % investment in AAA rated securities and rest in AA rated.

With these challenges in mind, Jackson ® offers Perspective II, one of America's top - selling * variable annuities that offers you the freedom to create your own distinctive portfolio plan with quality investments, optional benefits †, and tax deferral ‡.

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long - term regardless of short - term market movements.

Measuring the quality (reducing our information asymmetry) of the companies whose equities we are considering adding to our portfolio can improve our investment returns.

The credit quality of the investments in the Fund's portfolio does not apply to the stability or safety of the Fund.

The portfolio's safety is assured by the contrasting qualities of the four investments — which ensure that any event that damages one investment should be good for one or more of the others.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

Create a strategy that is built upon analyzing the quality and diversification of your investments (and cutting risk), and the structure and balance of your portfolio.

Investment grade fixed income (high - quality bonds) is and always will be a very important part of a diversified investment Investment grade fixed income (high - quality bonds) is and always will be a very important part of a diversified investment investment portfolio.

Therefore, Cerulli says, within the context of high - quality fixed - income portfolios, insurers will «generally try to add credit risk on the margin, taking advantage of an individual credit falling a notch or two either within the investment - grade universe, or into the upper reaches of high - yield / non-investment-grade spectrum.»

The remarkable «Investment Planning Guide» will help you improve the quality of your portfolio.

The Fund simultaneously sells short an equal - sized portfolio of 15 - 35 companies that we believe to be of inferior quality and prospects — those that score highest on the factors that destroy wealth and are expected to deliver below - average investment returns.

Focus on the quality and diversification of your investments, and the balance of your portfolio.

The best performing ETFs have low management fees, diversification, and are more tax - efficient than many other investments We still feel that investors will profit the most with a well - balanced portfolio of high - quality individual stocks, but ETFs can also play a role in a portfolio.

The Montgomery Alpha Plus Fund (The Fund) purchases a portfolio of what we believe to be 15 - 35 high quality companies — those that score highest on the factors that create wealth and are expected to deliver above - average investment returns.

Investment in The Fund is suited to those investors who prefer some exposure to overseas currencies, themes and trends through a portfolio of higher - quality global business as well as a strategy seeking to provide capital protection in falling markets.

The Fund also borrows and sells a «Short Portfolio» of 15 - 35 listed equities, which the Manager deems to be of inferior quality and prospects, and expects to deliver a below average investment return.

When reviewing my investing activities and performance in 2016 the common theme was allocation of capital and each year as I get older the more I find my focus is on quality, prudent portfolio management and on increasing tax efficient cashflow from my investments (dividends).

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

A prudent balance of stocks and bonds A balanced approach: The fund seeks conservative growth plus income through a mix of roughly 60 % stocks and 40 % bonds.Seeking reduced volatility: The fund's focus on undervalued stocks and primarily high - quality bonds is designed to reduce volatility for conservative and income - oriented investors.A rigorous process: The fund's experienced portfolio managers use rigorous fundamental investment research to find opportunities and manage risk.

I sold my entire year's quota in the next six months, and the investment department upgraded the credit quality of the portfolio as rates rose.

Whereas a listed investment fund can invest in a high quality / diverse portfolio of companies for a mere 1 - 2 % expense ratio... but trades on a 20 % discount to its fair value?

Seeks to generate higher levels of income by having the flexibility to invest a portion of the portfolio in lower credit quality investment - grade bonds2