Sentences with phrase «managed focused portfolio»

Manage a focused portfolio Concentrate on a few stocks that will provide above - average returns over time.

Not exact matches

«We think the portfolio was too narrowly focused on one technology anyway, so that's probably a good thing,» says Chris Severson - Baker, managing director with the Pembina Institute, an environmental NGO.

The Ramius merger strategy is a focused portfolio of merger arbitrage transactions, seeking capital efficiency while managing risk through downside projections and dynamic trading.

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

Bruce Herbert, AIF founded Newground Social Investment — the nation's 1st Social Purpose Corporation and a pioneering ESG - focused Registered Investment Advisor (RIA)-- where he and his team manage high - impact sustainable investment portfolios for institutions and high net worth individuals.

And the focus shifts to managing the portfolio manager's risk versus the investors».

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

Asset allocation ETFs invest across asset classes including equity, fixed income and others to create a blended ETF portfolio with usually a proprietary or actively managed focus.

«While ongoing business investment in Canada could spur growth, asset managers will undoubtedly be focusing on maintaining a diversified portfolio and actively managing their risk exposure in the period ahead given evolving macro-economic and political forces around the world.»

We are focused on delivering a range of products and innovative solutions for clients in need of new sources of return and new ways to manage portfolio allocation and risk,» said David Blumer, Global Head of BlackRock Alternative Investors.

Our Focus List is a managed model portfolio of our best long ideas and is designed for investors who are focused on long - term capital appreciation.

Before changing your portfolio allocations or adopting an entirely new approach to managing your money, check with a money management firm, ideally one that focuses on Canadian investors.

He will be focused on managing below investment grade securities in each fund, working with current portfolio manager David Cole.

Alerian is a registered investment advisor that exclusively manages portfolios focused on midstream energy MLPs.

Prior to joining Invesco, Yorick was a senior vice president of the Commercial Real Estate group at Wells Fargo based in New York, where he was responsible for managing a team of relationship managers focused on institutional clients, overseeing originations, portfolio management and day - to - day operations of the office.

where he focuses on, you guessed it, the importance of managing the red side of your portfolio.

As a bank - loan portfolio manager, Mike's primary focus is managing Wellington Management's bank - loan portfolios.

Add in the growing number of cities pursuing school portfolio management (which focuses on both charters and traditional district - run schools), and the urgent need to train administrators with the skills to thoughtfully manage what Edfuel calls «the autonomous and accountable public schools sector» is even more apparent.

Elena Chávez Quezada is a senior program officer at the Walter and Elise Haas Fund, where she manages the economic security portfolio, which funds organizations across San Francisco and Alameda Counties focused on workforce development, asset - building and policy.

«Many investors are focused on volatility of the equity markets and are interested in tools that could help manage or incorporate volatility in sophisticated portfolios,» said Michael L. Sapir, Chairman and CEO of ProShare Capital Management, the sponsor of the funds.

Portfolio Strategies Insights on How to Manage a Concentrated Portfolio Investing in a small number of stocks requires a focus on margin of safety and valuations as well as the ability to invest for the long term.

The premise behind most actively managed strategies is that by using detailed analysis to focus on certain securities or segments of the market, portfolio managers have the ability to identify mispricings in securities, and a portfolio has the potential to outperform the broad - based market over time.

An actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage.

Prior to joining HomeBridge Financial in March 2010, Mr. Katz was a Managing Director in private equity at Fortress Investment Group where he focused primarily on Nationstar Mortgage, a portfolio company of Fortress Investment.

We construct portfolios customized for each client with a focus on reduced costs, managing risk and long term capital appreciation.

Harding Loevner manages global and non-U.S. equity portfolios following a consistent philosophy focused on long - term investment in growing companies with high - quality fundamentals.

He oversees Ariel's domestic investment team and manages the focused value strategy — an all - cap, concentrated portfolio of U.S. stocks.

However, unlike other crowdfunding real estate programs, you are not forced to focus solely on large commercial properties or big investments, which allows you to diversify your portfolio while managing risk and keeping it at a minimum.

We focus on long - term portfolio protection and portfolio diversification, by bringing an enhanced CTA / managed futures model to market which is retaining exposure to commodity returns within the UCITS framework whilst excluding equity exposure.

Its a well written book focusing on building a portfolio that you manage for life (re-balancing).

Our highly - experienced portfolio managers and analysts are laser - focused on managing high - quality stock and bond portfolios.

I used to think that many (or most) individual investors could successfully manage their portfolios if they focused on a globally diversified, low cost, index - centric approach.

For example, the momentum portfolios exhibit positive correlation across asset classes, suggesting that strategies focused on momentum alone (a path followed by many managed futures funds) forgo the opportunity to significantly improve results through allocating to complementary strategies.

Ira is a Portfolio Manager and Managing Member of Broad Run Investment Management, which was founded in 2012 and serves as the sub-advisor to the Hennessy Focus Fund.

Russell Brownback, Managing Director, is an absolute return portfolio manager with a macro focus, and he contributed to this post.

The SEAMARK investment professional's focus on the key fundamental characteristics of every single investment, thus allowing risk to be managed as each security is added to a portfolio.

This link is solely provided for the convenience of visitors to our site and neither the Akre Focus Fund, Professionally Managed Portfolios, nor Akre Capital Management, LLC are responsible for the accuracy of any information it contains.

Jeff Siegel is the managing editor of the Power Portfolio, an independent investment research service focusing primarily on renewable energy and organic and natural food markets.

The portfolio has a long bias, maintains a long - term business mindset in its analysis, and is intently focused on managing risk.

Newton allocates the Fund's investments across asset classes seeking to construct a diversified portfolio focused on income generation, while maintaining the potential for long - term capital appreciation and managing the risk profile of the Fund's portfolio of investments.

Five Minute Investing focuses on the two main aspects of managing an aggressive stock portfolio: Stock picking and portfolio management.

As the lead equity portfolio manager for the International / Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products.

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.

Seeking opportunities through mortgage - backed securitiesBroad securitized opportunities: The fund invests in mortgage sectors, including agency MBS and CMOs, and non-agency RMBS and CMBS, and ABS.Higher potential returns: By investing in mortgage - backed bonds, the fund can offer the potential for higher returns than an investment strategy focused only on agency MBS.Leading research: The fund's portfolio managers use proprietary models to assist in the evaluation of mortgage - backed bonds and to manage the fund's interest - rate risk.

The key takeaway is to stay focused on what is within your ability to manage — our portfolio allocation, how much we contribute toward retirement, how much debt we accumulate.

An appropriate method to manage sector diversification could be to use a company like Motif, where investors can build their own ETF portfolio with a core focus.

American Funds investment professionals actively manage the Target Date Fund's portfolio, moving it from a more growth - oriented strategy to a more income - oriented focus as the fund gets closer to its target date.

Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy.

Andrew Shapiro is founder, president and portfolio manager of Lawndale Capital Management, an RIA based in Mill Valley, Calif., that manages activist hedge funds focused on small and micro-cap companies.

Designed as a core portfolio holding, the Fund tactically allocates across asset classes in search of opportunities with a focus on managing risk.