Sentences with phrase «net exposure to equities»

The fund, formerly known as Disciplined Growth Plus and launched in 2011, has been redesigned to be a long / short equity product with a variable net exposure to equities that will typically range from 30 % to 70 %.

Previously, Disciplined Growth Plus was a 130/30 fund with 100 % net exposure to equities.

Similarly, in real markets, many of the active funds that invest in equities — for example, hedge funds — are able to significantly vary their net exposures to equities as an asset class.

«CLIX's 50 % net exposure to the equity markets may result in less volatility than typical long - only equity strategies.»

Not exact matches

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

And the so - called bigger guys join the bandwagon: the Bank of America - Merrill Lynch January fund manager survey reveals that hedge fund net equity exposure has risen to 49 %, its highest reading since 2006.

Separate to the reinsurance business Mr Buffett, the world's third - richest person with a personal net worth of $ US67 billion, Forbes says, has increased his equity exposure to Australia.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

They focus on net fund alphas, meaning after - fee returns in excess of the risk - free rate, adjusted for exposures to three kinds of risk factors well known at the start of the sample period: (1) traditional equity market, bond market and credit factors; (2) dynamic stock size, stock value, stock momentum and currency carry factors; and, (3) a volatility factor specified as monthly returns from buying one - month, at ‐ the ‐ money S&P 500 Index calls and puts and holding to expiration.

In order to balance them, the strategy must own more dollars of the long sleeve, creating the impression that it has net long equity exposure.

As a result of this decreased net market exposure, Montaka carries significantly less market risk compared to many of its typical equity fund peers.

«In strong markets, such as northern Virginia and the D.C. suburbs, we've been able to increase market share by offering sellers a way to increase their marketing exposure and at the same time maximize their net equity.