Many of the firm's energy investments have utilized the line
of equity approach that Warburg Pincus pioneered two decades ago and have benefited from the firm's Executive - in - Residence program.
The result will be a catalog
of equity approaches employed, an aggregated summary of key elements of each approach or strategy, and a record of which metrics agencies used to assess if they are meeting their equity goals, along with the various ways agencies are assessing their programs.
The CERP approach is designed to be general, to encompass a wide set
of equity approaches, to express these approaches by way of straightforward and objective indicators, and to clearly present their implications with respect to national fair shares of a common global effort.
Not exact matches
David Jones has been been
approached by a UK investor, believed to be EB Private
Equity, with a takeover proposal that reportedly puts an enterprtise value on the retailer
of $ 1.65 billion.
But Area 51's
approach will differ from that
of other prominent incubators, like Y Combinator, where startups trade a stake in their company's
equity for a modern workspace and mentorship.
Avoiding Lottery Fever Darrel Rhea
of Cheskin Research says that taking an
equity approach shows a greater sophistication among service - based companies — an awareness that, in today's complex business climate, they must transcend their narrow disciplines.
Amid the political uncertainty in Europe and expectations
of a stronger U.S. economy, David Tepper's
approach to go long on European
equities and short on U.S. bonds is right.
He states that the collective strength areas
of Finzy's in - house team coupled with the startup's
approach to business got the investors interested in pumping
equity.
Both
of these
approaches to sharing
equity with your team have pluses and minuses.
The NOCs are being
approached by lawyers and investment bankers not just from Calgary but from Houston and Melbourne too, seeking patient capital for long - timeline projects while
equity prices for energy companies have been steadily sinking on stock markets despite the high price
of oil.
Options include a donation model, a reward model, a debt model, one that offers royalties, and finally the newest
approach, which allows
equity (the purchase
of company shares in exchange for the backing).
Robb and Coleman reported findings from a 2014 survey that women founders prefer to rely on personal sources
of financing and are three times less likely to
approach angel investors or venture capitalists for
equity financing.
Mark Oelschlager, manager
of the Morningstar five - star rated Pin Oak
Equity fund (POGSX), learned a lot from his father about managing a portfolio, but has found success by taking a slightly different
approach.
The impact portfolio is now
approaching 40 percent
of the foundation's approximately $ 11 million in assets, roughly split between debt and
equity.
Unfortunately, the plan presented by his advisers, Peter Navarro and Wilbur Ross, suggests an
approach based on tax credits for
equity investment and total private sector participation that will not cover the most important projects, not reach many
of the most important investors, and involve substantial mis - targeting
of public resources.
The Total Return
approach used in our Global
Equity Strategies emphasises the importance
of dividend yield and dividend growth as well as price increases.
Equity financing can be an informal agreement (especially in the case
of friends and family), but it shouldn't be
approached that way.
Although it might be tempting not to do so, treating a family member the same way as any other investor is considered a good way to
approach this type
of equity investor.
The investment
approach of the teams advising the energy and renewable resources and infrastructure funds is similar to that
of our Corporate Private
Equity funds, with certain additional objectives.
Amherst developed and pursued a comprehensive sale process, identifying and
approaching a robust list
of potential acquirers that included global Fortune 500 companies and national private
equity firms, in addition to numerous middlemarket strategic and financial buyers.
The renewed energy our liquidity transactions bring is always exciting: While our deals involve creatively solving the liquidity needs
of shareholders, we
approach our investments with a growth mindset and relish opportunities to deploy
equity for organic or inorganic growth initiatives.»
Z Capital Partners, LLC («ZCP») is the private
equity arm
of Z Capital and pursues a value - oriented, opportunistic
approach in private
equity that includes making control investments in companies that involve turnarounds, corporate carve - outs, growth platforms, go - private transactions, and restructurings.
By adopting this
approach, the Fund seeks to deliver consistent, positive returns irrespective
of whether the
equity market is rising or falling.
We believe that our
approach of constructing a portfolio
of carefully selected
equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.
On the profits front, we've developed a number
of approaches over the years to understand what drives cyclical fluctuations in profit margins (see for example Recognizing the Valuation Bubble in
Equities and The Coming Retreat in Corporate Earnings).
Through the unique combination
of early growth
equity and the Edison Edge platform, consisting
of strategic advisory, the Edison Director Network, and executive education programs, Edison employs a holistic
approach to nurturing invention and creating value for growth - stage businesses ($ 5 to $ 20 million in revenue) in financial technology, healthcare IT, interactive marketing, and enterprise IT industries.
Neufund has taking an interesting
approach by enabling the tokenization
of equity and raising capital on the blockchain.
As one
of the original «barbarians at the gate» in the takeover battles
of the 1980s, KKR & Co. became an icon
of the private
equity industry's bare - knuckle
approach to business.
The current bull market for U.S.
equities is
approaching its ninth year and if sustained until August, will be the longest running bull market in the history
of the S&P 500.
Leila Heckman, head
of international
equities at Lebenthal Asset Management, joined us for our monthly Salon to discuss the increased acceptance
of global diversification among portfolio managers and the reasons behind her
approach to investing.
I don't really need any
of the investment money, and I could imagine taking a 100 %
equities approach.
Below is an overview
of Glass Lewis»
approach to analyzing compensation proposals in the United States, with separate sections covering say - on - pay analysis, pay - for - performance analysis, and our analysis
of equity - based compensation plans.
Though the gain in the S&P 500 since 2014 is likely to be wiped out rather easily, the challenge for hedged
equity strategies in the interim has been the extended duration
of this top formation, coupled with a feverish shift
of investors toward indexing, which has benefited the capitalization - weighted indices relative to a wide range
of historically effective stock - selection
approaches.
We tap the sector expertise
of Franklin's
equity and credit analysts when selecting investments for the fund, which helps maintain the fund's highly diversified
approach.
One side benefit
of this
approach via
equity participation is that, in theory and after a long time lapse, such
equity participation should provide the State with net funds.
I am aware
of the general advice that one should reduce the %
equities in a portfolio when
approaching retirement.
Whereas traditionally a start - up with a promising idea would sell its business plan to interested angel investors, later commit to sequential funding rounds in which venture capital investors would provide scale - up financing in return for a slice
of equity, before eventually pursuing an initial public offering (if very successful) to sell some or all
of its shares to the general public, the ICO can offer a novel and much faster
approach.
TechHub's
approach is different to that
of an accelerator - we don't take
equity, invest in or impose success metrics or membership time limits on our startups.
The conventional
approach of decreasing your
equity allocation in retirement is meant to protect you from big bear markets.
While his bootstrapping
approach created huge risks, the end result
of not raising much
equity was that he did not take a lot
of dilution, which made him extraordinary wealthy as the business grew.
«Some retirees make the mistake
of entirely getting out
of the
equity markets when
approaching retirement, and that is not a prudent strategy,» Johnson said.
Now, if market participants were to shift to a passive
approach in the practice
of asset allocation more broadly — that is, if they were to resolve to hold cash, fixed income, and
equity from around the globe in relative proportion to the total supplies outstanding — then we would expect to see a similarly positive impact on the market's absolute pricing mechanism, particularly as unskilled participants choose to take passive
approaches with respect to those asset classes in lieu
of attempts to «time» them.
The only areas where «passive»
approaches are increasing in popularity are areas inside specific asset classes — specifically, inside the
equity and fixed income markets
of the developed world.
Their
approach will be passive relative to the space
of [All U.S.
Equities], but it will not be passive relative to the space
of [All U.S. Securities].
As we
approach the final days
of the year, major US
equity benchmarks appear to be heading toward positive performance for 2014, largely...
These projects need money in the form
of equity funding and rewards aren't a practical
approach.
While this seems like a common - sense
approach to us, we note that the vast majority
of equity asset managers are mandated to be fully invested at all times.
Sales to China had jumped by more than 50 per cent year - on - year off a low base and this had resulted in a range
of approaches from both Chinese private
equity firms and companies involved in the wine business.
Since stepping down from running British food giant Premier Foods Plc in June last year he has worked with a string
of private
equity firms including KKR which is now circling Treasury Wine after
approaching the board in April with an offer
of $ 4.70 per share.
«The
approaches by KKR [& Co] for Treasury Wine Estates and Pacific
Equity Partners for SAI Global in the second half of financial year 2014 are expected to herald the return of private equity bidders to Australia,» he said in a report that noted drivers of act
Equity Partners for SAI Global in the second half
of financial year 2014 are expected to herald the return
of private
equity bidders to Australia,» he said in a report that noted drivers of act
equity bidders to Australia,» he said in a report that noted drivers
of activity.