Sentences with phrase «portfolio stake for»

FBD's now a 5.8 % portfolio stake for me, a Top 5 holding.

This allowed me to calculate an average portfolio stake for each holding, which I think is the best metric to use.

Not exact matches

Singtel has assembled a portfolio of stakes in regional mobile firms outside its small home market, and overseas businesses now account for about 75 percent of its core earnings.

If the Houston superstar does invest in the NBA franchise, she'll be cultivating a portfolio similar to that of her business mogul husband, Jay Z, who purchased a stake in the Brooklyn Nets in 2004 for a reported $ 1 million.

To get a sense of what's at stake when you pull out of the market, even temporarily, during a bear market, the Schwab Center for Financial Research compared the returns from four hypothetical portfolios:

For those who take a valuation - based approach to building a portfolio, that's useful information to take into consideration when determining the appropriate price to pay for an ownership staFor those who take a valuation - based approach to building a portfolio, that's useful information to take into consideration when determining the appropriate price to pay for an ownership stafor an ownership stake.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

David Tepper builds stake in Energy Holdings debt [ValueWalk] Mark Anson's formula for choosing a good hedge fund for your portfolio [CFA] How hedge funds need to adapt [All About Alpha] The mind of DoubleLine's Jeffrey Gundlach [Crossing Wall Street] George Soros» European solution to the Eurozone's problem [George Soros] JANA Partners says Rockwood worth $ 80 in possible takeover [Bloomberg] ValueAct takes $ 2 billion Microsoft (MSFT) stake [Yahoo News] John Paulson says he's staying the course on gold [Hedgeworld] Rob Arnott: most hedge funds disappoint [Term Sheet] Hedge fund managers mixed on 2013 outlook [HedgeCo] Billionaire Carl Icahn's tale of aggression [Forbes India] Hedge fund gold wagers defy worst slump in 33 years [Bloomberg] Hedge funds plowed into gold as market looked vulnerable [Hedgeworld] Devitt sees consolidation in outlook for fund of funds [Investment Europe] Hedge funds find new Swiss rules good for business [Reuters] Singapore will replace Switzerland as wealth capital [CNBC]

In 2014, they represented Urban American in the sale of a majority stake in the 4,000 - unit Putnam multifamily portfolio in Upper Manhattan and on Roosevelt Island to Brookfield Property Partners for $ 1.04 billion, which was the largest multifamily deal of the year.

The gaming firm has not yet revealed its reasons for acquiring a controlling stake in the application, but it is likely the deal was made to expand its portfolio out of gaming and into the rapidly - growing online dating space.

Here is the description of Opt Out Orlando taken from their site: «Opt Out Orlando advocates for multiple measures of authentic assessments, such as a portfolio, non-high stakes standardized tests (Iowa Test of Basic Standards (ITBS) or the Stanford Achievement Test (SAT10)-RRB-, which are used to inform teachers» instruction of their students and which do not result in punitive consequences for students, teachers and schools.

Nevertheless, since I bought the stock in 2008, 2009, and 2011, my portfolio shows a blended gain of 52 % for all three stakes.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Even though more financially savvy participants earned higher returns after accounting for risk, their portfolios tended to be somewhat somewhat more volatile (which isn't surprising given the higher stock stake).

Average stake size reflects year - end 2013 portfolio allocation — except for Zamano (ZMNO: ID)-- adjusted for incremental buys & sells (documented in a timely manner via Twitter & in blog comments).

It continues to trade on a huge 37 % NAV discount, but the specialised nature of the portfolio & management's dominant stake in the company are a deterrent for most investors.

Also, these AMCs have either increased their stake, decreased their stake in an... Continue reading Portfolio Changes of Top 3 Mutual Funds for March

Sequoia staked its fate to the performance of Valeant Pharmaceuticals, a firm adored by hedge fund managers and Sequoia — which plowed over a third of its portfolio into the stock — for its singular strategy: buy small drug companies with successful niche medicines, then skyrocket the price of those drugs.

My ultimate fair value target for $ TOT: ID Total Produce is EUR 1.22 https://wexboy.wordpress.com/2013/10/25/total-produce-a-fresh-perspective/... I've raised my portfolio stake frm 6.6 % to 7.3 %

I've been a shareholder for 18 months now, and have a 4.5 % portfolio stake in Argo Group Ltd (ARGO: LN).

I've just increased my portfolio stake from 4.2 % to 5.0 %, and would have been happy to go higher only for ARGO's small market cap.

17 June 2017 — The customer satisfaction stakes are continuing to heat up across the globe as TripAdvisor announces the recipients of its coveted Certificate of Excellence Awards for 2017, and leading the charge in the hotel category is Oaks Hotels & Resorts, who has strengthened its reputation as a leading accommodation provider of choice after receiving twenty awards across its property portfolio.

Since taking this distinguished position in Germany's in - house legal market, Dr Wartenberg has overseen a number of landmark deals for Springer, namely the sale of some of its portfolio of magazines to Funke Mediengruppe for $ 920m in 2013, the purchase of website Business Insider in 2015 for around $ 440m and, in the same year, the purchase of the remaining 30 % stake in Axel Springer Digital Classifieds from General Atlantic.

Their portfolio sees nearly 90 % stake in fixed maturity investments, and has joined the top 40 companies for life insurance when considering admitted assets, along with a top 5 ranking for annuity sales through banks.

Equity Office Properties Trust said Wednesday it reached an agreement to sell a majority stake in a portfolio of office buildings for more than $ 596 million to Teachers Insurance and Annuity Association, a transaction that had been expected for several months.

Two years ago, a JV led by Princeton Holdings paid a deposit of $ 10 million to acquire a 25 percent stake in the 98 percent vacant office portfolio controlled by F.M. Ring Associates, which has owned the underperforming though well - located collection of assets for more than 30 years.

Simon plans to use net proceeds from the offerings to fund the purchase of a 28.7 percent equity stake in Klepierre, a French REIT, and the purchase of interest in 26 properties in the Mills portfolio from Farallon Capital Management LLC, as well as for general corporate and partnership purposes.

The managing partners hold a 30 % stake on returns in that portfolio, and thus they are highly motivated to manage the properties effectively for the best returns.

Blackstone paid some $ 460.8 million in cash and debt assumption for a 90 % stake in the LANDS portfolio, called such for the five metro areas represented in the transaction — Louisville, Austin, Nashville, Dallas and San Antonio.

American Capital came under activist pressure in November when Elliott Management Corp. unveiled an 8.4 percent stake in the asset manager, calling for new directors, a strategic review, cost cuts and a review of its portfolio and capital allocation.