Sentences with phrase «of active fund managers who»

Could there be a subset of active fund managers who outperform the market consistently?

The bad news is that there are plenty of active fund managers who are in effect value types, who've also underperformed over the same period.

And the 30 percent of active fund managers who outperform one year, are unlikely to repeat that outperformance the next.

Not exact matches

The «double active» hedge - fund managers, who dynamically pick potential winners and losers regardless of the market cycles, also aim to provide some downside protection to investors when market conditions deteriorate.

The list of exchange traded fund managers who are active in Israel can be divided into three main groups.

You will have a unique opportunity to network with around 200 of the leading specialty finance companies, BDCs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers who are active in this space.

Active managers for U.S. stock - market portfolios, who have struggled amid a decade - long exodus from their funds, are gunning for something of a detente with their increasingly dominant passive - investing rivals, putting out a new message for investors: it isn't us or them, it's us and them.

We haven't seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted equity portfolio to two hedge fund managers, has recently recommended buying an index tracker.

This morning's Wall Street Journal interviews Peter Lynch, the legendary and erstwhile manager of the Fidelity Magellan Fund, who, unsurprisingly, turns out to be an advocate of active equity management.

What we do know is that investors who put index funds at the core of their portfolios have outperformed most active managers most of the time.

We haven't seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted equity portfolio to two hedge fund managers, has recently recommended buying an index tracker.

So the fact is that from the first thought of doing this forty years ago to when they didn't even exist, they now exist and they are almost costless and the data from the period from which you «ve had index funds, the data is overwhelming that each year the index funds does better than 2/3 of so called «active» managers who try to pick the great stocks and the 1/3 that seem to win in any one year are not the same who do better in the next year.

Too bad more active managers don't follow the lead of excellent active managers like those who run Sequoia (SEQUX) with only 6 losing years since it's inception in the early 70s, no index hugging with this fund.

As per research, most of the Debt Mutual Fund Managers of categories like Monthly Income Plan (MIP), Income Funds, Gilt Funds, Dynamic Bond Funds etc. who charge high Expense Ratio are not able to generate enough Alpha or extra return by active management to compensate for the higher expense ratio charged by the fFund Managers of categories like Monthly Income Plan (MIP), Income Funds, Gilt Funds, Dynamic Bond Funds etc. who charge high Expense Ratio are not able to generate enough Alpha or extra return by active management to compensate for the higher expense ratio charged by the fundfund.

While there are good active managers who do outperform their benchmark over long periods of time, I'm afraid you're not likely to find them running an insurance company's segregated fund line - up.

Well over 90 % of exchange - traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios.

The OCM Gold Fund is managed by its long - time portfolio manager, Greg Orrell, who brings over three decades of investment experience in the precious metals sector to allocating the Fund's capital through an active disciplined investment approach.

How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: [phone] Cell Phone: [phone] Fax: [phone] E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request

I can tell you as an active fund manager in the nationwide preservation of affordable housing, the competition to acquire buildings most difficult to match is in the form of either investors who project spending little (if any) in capital improvements (to maximize cash flow) or those who plan to displace these affordable residents by petitioning to remove the rental restrictions and bring the apartment community back to market rental rate returns.