Sentences with phrase «portfolio valuations of»

Our valuation assignments include both single unit and portfolio valuations of commercial and residential properties in the Benelux carried out on behalf of international financial institutions, developers, investment funds, corporations and private investors.

Not exact matches

Today's high valuations in a time of tepid economic growth are particularly vexing for professional investors constrained by certain rules, says James Harper, a portfolio manager for the Templeton Global Balanced Fund.

• PE exits continue to slow: We've got all the ingredients for a seller's market — record high valuations, PE firms with lots of capital, a healthy corporate market and a growing, aging portfolio company inventory.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

Perhaps because of their focus on building a large portfolio, or their competitiveness, these angels sometimes accept valuations that cause later friction while moving to VCs, or even other angel groups.

If equities in one part of the world are overvalued, diversification helps ensure that lower valuations in other parts of the world help offset any potential risks and even out portfolio returns over time.

MicroVentures CEO, Tim Sullivan discusses his thoughts on the IPO and valuation of our portfolio company Twitter with Deirdre Bolton on Bloomberg TV's #MoneyMoves.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

Managers employ fundamental credit processes focused on valuation and asset coverage of securities of distressed firms; in most cases portfolio exposures are concentrated in instruments that are publicly traded, in some cases actively and in others under reduced liquidity but in general for which a reasonable public market exists.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

With a track record of profit growth, and a cheap valuation, this week's Long Idea is also new to December's Most Attractive Stocks Model Portfolio.

The result is that funds have been forced to hold on to aging portfolio companies for longer than they would like, and growing piles of unspent capital have ensured that competition for any new deals is intense, keeping valuations high.

It might sound clever to abandon aspects of a diversified portfolio at times when you're worried about rising interest rates, stock market valuations or geopolitical events.

He points out that all of Bendigo's earnings growth has been driven by «the effect of higher property prices on the valuation of its Homesafe portfolio».

Aspect's second fund was raised, Gouw says, on the strength of the ForeScout exit and the higher valuations its other portfolio companies have reached, including Cato Networks, Crew, Exabeam and The Muse, as well as healthcare startup Vida and wellness video company Grokker.

Although a total of $ 800,000 in real estate crowdfunding sounds like a lot, I view it as buying a $ 800,000 portfolio of 12 + different properties across the country at much lower valuations and much higher net rental yields compared to having $ 2,740,000 in one very expensive rental property in San Francisco that is now at risk of depreciating due to declining rents and new tax legislation that limits mortgage interest deduction and SALT deduction.

«Valuation plays a big role in the types of tilts we bring to client portfolios.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

While there has been a noticeable shift among family offices toward real estate following the bubble — as many took advantage of the troubled real estate market post-crash and scooped up valuable assets at a discount to pre-recession valuations — this allocation is still remarkable and outside the typical family portfolio composition reported in our survey.

They also warn that because of extended zero - interest policy by the Fed, security valuations have advanced to the point where prospective nominal total returns on a conventional portfolio mix are likely to average well below 2 % annually, with negative real returns, over the coming 12 - year period.

She is currently a member of the Active Fixed Income Portfolio Management team responsible for evaluating investment opportunities, and supporting portfolio construction and valuation across various fixed income stPortfolio Management team responsible for evaluating investment opportunities, and supporting portfolio construction and valuation across various fixed income stportfolio construction and valuation across various fixed income strategies.

Michael acted as Entrepreneur In Residence for a $ 5B fund where he grew one portfolio company from a valuation of $ 50M to $ 300M in five months.

Andrew Orr, Deloitte financial advisory partner, said the new accounting standard could encourage banks to sell parts of their underperforming loan portfolios because this will result in faster recognition of losses and could reduce high valuations.

This portfolio was started in the spring of 2015, a time when everyone was calling for a correction, valuations were high and stock prices too expensive.

Valuation effects, largely due to falls in the prices of bank shares, reduced the value of the household sector's directly owned share portfolio by 1.4 per cent in the March quarter, but these shares have since rebounded in value.

He's a serial entrepreneur, launched the VAIO for SONY, worked as an Entrepreneur In Residence for a $ 5B fund where he grew one portfolio company from a valuation of $ 50M to $ 300M in five months and is currently a thought leader in the Corporate Venture space.

Even in Berkshire Hathaway's (NYSE: BRK - A)(NYSE: BRK - B) stock portfolio, which is known for its Warren Buffett - selected value stocks, there are lots of stocks trading for extremely lofty valuations.

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

The following stock valuation is about Procter & Gamble, one of the first stocks in my portfolio and probably a core holding in every dividend growth Pportfolio and probably a core holding in every dividend growth PortfolioPortfolio.

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

Portfolio Valuation Approach Think of a biotech company as a collection of one or more experimental drugs, each representing a potential market opportunity.

Oberon provides (i) comprehensive restructuring support in highly complex turnaround, distressed, and bankruptcy transactions; and (ii) a broad suite of valuation services including fairness opinions in connection with mergers & acquisitions, portfolio valuation and expert testimony in connection with litigation.

Net valuation gain on the investment portfolio reached $ 104million (against $ 53.9 million at the end of 2014) The fair value of the investment property and the investment property under construction as at 31 December 2015 rose 62.7 % to $ 677.1 million, compared to $ 416.1 million as at 31 December 2014.

We conduct research into security valuation and portfolio management, and invest on the basis of those findings — not on conventional wisdom.

Over the past twelve months, we have added 14 names to the portfolio, all of which, in our view, can be described as well - managed, high - quality businesses selling at average or below - average valuation levels.

Take advantage of your early access to our reports and protect your portfolio from stocks with misleading earnings and high - risk valuations.

With inferior profitability, a below par profit growth outlook, and valuations on par with the rest of the market, Utilities pose quite a risk to investors» portfolios.

For me, it's hard to get excited about stocks at these valuations when I can add to my rental portfolio and earn 15 - 20 % cash on cash returns quite easily before accounting for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better than average stock returns.

Most of the successful trending businesses apply these concepts and methods found in financial mathematics in coming up with the solutions to problems such as derivative securities valuation, portfolio structuring, risk management and scenario simulations.

In addition, because of the stock holdings, there is a good chance of ending up with a very large portfolio balance at the end of 30 years during times of normal valuations.

The focus of the Schroders Value Team on valuation means that both our UK and Global Income portfolios are positioned very differently from most other income funds.

While none of these portfolios is likely to produce particularly inspiring returns — a function of already elevated valuations for both U.S. stocks and bond — the difference between the two extremes is still important.

That's led it to take increasing advantage of the fund's broad flexibility to invest up to 35 % of the portfolio in stocks... This portfolio's flexibility may hold appeal for those who share the team's concerns about bond valuations.

While with RBC, Adrian was involved in the sale of over $ 4.0 B in commercial real estate assets and portfolio's, asset valuation for the formation of REIT's, debt and securitization.

Portfolio Strategies Insights on How to Manage a Concentrated Portfolio Investing in a small number of stocks requires a focus on margin of safety and valuations as well as the ability to invest for the long term.

I have rather been keeping a growing portion of my portfolio in cash as I await better valuations.

I do know that when a major bear shows up heavily weighted stock portfolios, especially stocks that now have excessively high valuations, can drop half or more of their value in short order.

An estimate of the latest portfolio valuation will be released prior to the commencement of trade and we will be doing the same every trading day (with the exception of the Christmas to New Year period).

A diversified portfolio made up of 300 large and mid sized US companies with attractive valuation ratios.