Sentences with phrase «past years the fund»

Finally, in good past years the fund had significant distributions, which makes it more suitable for tax - exempt accounts.

It should also be noted that in the past year the fund generated a considerable amount of long - and short - term capital gains, totaling about 12.5 % of the net asset value (NAV).

Not exact matches

Over the past decade, public stock markets have outperformed the average venture capital fund and for 15 years, VC funds have failed to return to investors the significant amounts of cash invested, despite high - profile successes, including Google, Groupon and LinkedIn.

Fast - growth companies like Airbnb and Uber have raked in hundreds of millions of dollars in venture capital funding in the past few years, which has pushed their valuations into never - before seen territory for startups.

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

The company is reportedly planning another billion - dollar raise — marking the eighth round of funding it has sought in the past five years.

In 2016, women got just 2.19 % of venture capital funding — a smaller piece of the pie than in every year this past decade, with the exception of 2008 and 2012.

It's worth noting that private equity funds are also becoming more available through registered investments advisors to accredited investors: those with $ 200,000 in income for the past two years or $ 1 million in net worth.

In January, Miller said a rise in the 10 - year Treasury yield above 3 percent «will propel stocks significantly higher, as money exits bond funds for only the second year in the past 10.»

There are exceptions, of course, especially among biotech companies, but then again, it's only in the past few years that we've seen any significant funding in Silicon Valley addressing issues of say, fertility.

Whereas Silicon Valley has been at it for at least three decades, the funds in Chile have only been investing for the past five or six years.

Those kinds of struggles had led 53 percent of those small businesses to apply for funding or credit lines over the past five years — and more than one in four said they had sought loans multiple times.

«China's strong and sustained growth over the past several years has served as a linchpin for global trade, benefiting exporters of commodities and capital goods,» the fund said in a report.

Their declining currencies against the dollar (8 - 9 percent over the past 12 months), falling stock market values since the beginning of the year and high (India) and rising (Brazil) bond yields are reflecting their funding difficulties.

During the past four years more than 475 corporate venture funds have started, bringing the worldwide total to more than 1,100, according to Global Corporate Venturing.

In this past week's edition, we meet Bobby Lee Grissett, a 54 year - old cafeteria manager who is $ 11,000 in debt and has taken $ 33,000 out of his retirement fund to fund his 54 - square cake - cutter.

«Over the past several years, NASA has been funding a group of psychologists to develop a software program astronauts could use, while aboard spacecraft, to help them work through depression and conflicts with their fellow space - goers.

This past summer they were working on an additional $ 1.7 million round, which Bhattacharya believes will leave Zipmark sufficiently funded for managed growth in the coming years.

Over the past 15 years, my company, Growthink, has developed thousands of business plans for entrepreneurs seeking funding.

«Over 100 hedge funds have been created in the past year exclusively to trade digital currency.

Mr Dawson said the downturn in the residential building sector, which he estimated had reduced by about 30 per cent in the past year, had affected the fund's revenue.

In the past few years, various Chinese companies and funds have made numerous bids for high - tech firms — some with military applications — in the U.S. and Europe.

Over the past year VCs have increased their funding of tech start - ups, in virtually every corner of the economy, by 92 % compared to two years ago.

Apple's long - term debt has grown to almost $ 100 billion over the past few years partly because it needs a source of funds to buy back stock and pay dividends.

So, after a multi-year decline in Canadian venture capital funding — hitting a low of just $ 1 billion in 2009, despite US$ 132 billion invested by venture capitalists south of the border over the past five years — the March budget finally screamed an end to business as usual.

The Stop's so - called social - enterprise initiatives, in fact, have grown 100 % a year in the past three years, and now represent 12 % of their annual revenue — approximately the same amount the organization receives in government funding.

Maybe it's because the industry itself has changed a bit over the past few years, with some larger firms even proposing long - dated funds that, in many ways, are modeled on Berkshire Hathaway.

For the past several years, the fund has produced double - digit returns, a far better performance than any savings account, which is why you need to allocate even limited financial resources across different savings and investment vehicles.

The refinery is underperforming, operating at just over 60 % of its capacity in 2017 and getting less funding than in years past.

GM has abandoned several money - losing markets over the past three years as part of a broader strategy to boost profit margins and conserve capital to fund electric and automated vehicles as well as new models for core markets in China, the U.S. and Latin America.

After years of pitching, Hamilton has gotten some bold - faced names in Silicon Valley to pony up a total of around $ 5 million for her two funds over the past couple of years.

In talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be named.

After raising significant funding a few years ago as a 20 - year - old, the company needed to take a drastic shift over the past year to revive a struggling business model.

And contributions for past years» service will need to be first funded out of a member's existing RRSP (or require reducing contribution room).

For the past 15 years, Goldman Sachs has been tracking S&P 500 companies with the highest hedge fund ownership, along with its Hedge Fund VIP List, a set of companies that appear most in hedge funds» top 10 holdifund ownership, along with its Hedge Fund VIP List, a set of companies that appear most in hedge funds» top 10 holdiFund VIP List, a set of companies that appear most in hedge funds» top 10 holdings.

Private money going to startups more than four years past their first funding round «has grown by a factor of 20 since 1992,» according to an academic paper published last year by the California Institute of Technology and Cornerstone Research.

In the past two years, with an influx of $ 1.2 million in initial SBA funding, the EIGS has created 101 jobs and saved 184, according to Harvey.

Coca - Cola is publishing a list of recipients that received funding from the company over the past five years, reports CNBC's Sara Eisen.

The firm's flagship fund, Elliott Associates, has returned more than 9.7 % annualized over the past five years, compared with just 4.7 % for hedge funds overall.

For investors who do not relish life on the edge, a few exchange - traded funds have launched in the past year targeting the autonomous and electric vehicles trend.

Global growth has slowed more than investors had previously anticipated and political risk has risen; yet over the past four years flows into emerging markets funds have remained very strong despite their underperformance.

That's because their investments, including those in their 401 (k) s and mutual funds, will gain far less than the investments from the past 30 years.

But in the past few years, it seems more and more hedge fund managers own more of the same stocks.

«Even if you believe the managers at a fund like HYLD can beat the market — and they've run into some real issues over the past year on the performance front — do you think they can beat the market by 1.18 percent per year?»

Readers of these pages would obviously know that AngelList is the 800 - pound gorilla and the most reputable but the truth is that many new crowd - funding platforms are appearing globally and funding through such platforms has skyrocketed in just the past two years from $ 400 million to a whopping $ 2.6 billion.

The fund has beaten more than 75 % of its peers over the past three, five, 10, and 15 years.

In the past two years we've seen an explosion of tech - backed companies funding through crowdsourcing platforms.

Picking a stock, sector or actively managed mutual fund because it recently outperformed over the past year is a case of hindsight bias and chasing returns, he said.

According to Morningstar, over the past 30 years, the Vanguard Total Bond fund has experienced six years when the principal loss in the portfolio was more than 2 percent.