Sentences with phrase «more illiquid investments»

Not exact matches

Over time, there may be a benefit in exploring other arrangements that are more conducive to investments in illiquid assets.

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

An investment in a limited partner interest in a private equity fund is more illiquid and the returns on such investment may be more volatile than an investment in securities for which there is a more active and transparent market.

It's hard to tell which of those are more important, but this is another reason why I continue to talk about illiquid investments, and why most people should avoid them.

I've written at least two significant pieces on endowment investing: Alternative Investments, Illiquidity, and Endowment Management The Forever Fund Oh, toss in one more: Managing Illiquid As...

with regards to Australian Fund now ASX listed, is the ability to be discreet with small cap illiquid investments now more time limited?

The rules have come in the wake of changes in the mutual fund industry, as funds have now moved beyond the mere pooling of stocks and bonds into riskier and more complex categories such as alternative and illiquid investments and leveraged funds.

Similar to the 15 % guideline that funds were already abiding by, the rule also states that a fund can not have more than 15 % of its NAV invested in illiquid investments.

Generally fund managers shy away or simply can't invest in liquidations as 1) the company falls outside their defined investment universe, or 2) the shares are too illiquid (especially if the company delists), or 3) the timeframe is too unclear (often liquidations take 3 years or more), or the market cap becomes too small, etc..

There is nothing wrong in accepting a loss for a trade that goes against you for a stock that is more promising, but firstly your normal advocacy is to buy more of a falling stock, and secondly your investment plan should keep you out of illiquid stocks.

The portfolio will also become a little more biased towards illiquid strategies — but PE will remain a minor allocation and, as I said, I can't imagine prime Swiss investment property being too hard to sell..!

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, if more than 15 % of Fund assets (defined as net assets plus the amount of any borrowing for investment purposes) are illiquid, the Fund's investment adviser will reduce illiquid assets such that they do not represent more than 15 % of Fund assets, subject to timing and other considerations which are in the best interests of the Fund and its shareholders; or