Sentences with phrase «preferred share fund»

Our flagship preferred share fund, suitable for high - net - worth investors whose income is subject to tax.

Not exact matches

Hedge fund manager David Einhorn at Greenlight Capital has made plenty of headlines in demanding that Oppenheimer open up the spigots and issue preferred shares that Einhorn believes would increase Apple's stock by one - third.

She prefers the company instead to use any funds to buy back its own shares.

Founders can lobby for higher compensation and options in lieu of equity stakes; investors can fight for preferred dividends and treatment of their shares when it comes to another round of funding or a sale.

The fund is referred to as «aggressive» because the composition of the fund does not necessarily reflect the composition of its benchmark index: it may invest in preferred shares issued by Split Share Corporations, for instance, and is not required to hold such classes of shares as floating rate issues, which are expected to underperform for the foreseeable future.

Malachite Aggressive Preferred Fund (MAPF) has been established to achieve a long - term capital growth in addition to a high level of after - tax income through investment primarily in preferred shares and preferred securities listed on the Toronto Stock Exchange.

Some investors may not be in a position to invest in the fund, but still wish to have a professionally managed preferred share portfolio.

• Ultimately a negotiation between investors and the business • Expect 10 % - 30 % dilution per round • Use preferred shares, convertible notes, SAFE / SAFT if uncertain or to avoid significant dilution How much time can you devote to funding?

The direct listing also bypasses another Wall Street tradition: offering shares of an IPO to hedge funds and other preferred investors at a discount, said Jay Ritter, a business professor at the University of Florida, who tracks IPO data.

As yields on preferred shares rose over the past year and a half, many corporate issuers turned to debt markets as a cheaper source of financing for their funding needs.

I was attracted by the fund's high yield and monthly payouts and not exactly understanding how preferred shares work, started a position.

We aim to add value in the Corporate Advantage Fund by generating yield using a relative valuation approach and investing in investment grade corporate bonds, high yield bonds, preferred shares, and other fixed income securities.

We use a relative valuation approach and will hold investment grade corporate bonds, preferred shares, and other fixed income securities in the fixed income component of the Balanced Fund.

Yet Canadian banks were only too happy to comply, helping Kinder Morgan Canada raise $ 4 billion for pipeline construction, a $ 1 - billion contingency fund against cost overruns, and $ 550 million in preferred shares.

In exchange for providing funding most VC firms obtain majority voting rights by having the majority of the shares (or a preferred class of shares that are senior to common shares), as well as special veto rights.

The bishop would keep his teaching and sacramental roles intact but would share governance with those who define «best practices» and are in a position to give or withhold funding for preferred practices.

In the current environment, Congress may be tempted to eschew all programs structured in this way, preferring to rely on formulas to ensure that schools receive their fair share of federal funds.

It is a multi-asset fund but it is largely unconstrained: it targets US and international income - producing securities including common stock, high - yield and investment grade debt, preferred shares and convertibles, and a variety of hedges including gold, precious metals, currency forward contracts, and inflation - linked vehicles.

The NYSE also has index funds of preferred shares, which I'm into as well.

BMO U.S. Preferred Share Index ETF (ZUP): Cap - weighted fund invested in U.S. preferred shares (which typically have fixed distributions), offering geographical as well as currency diversification.

In his self - published book (available from Amazon), Turnbull explains that when he worked as a broker he would «recommend stocks, bonds, mutual funds, preferred shares, structured products, term deposits, new issues, and other types of securities, according to client preferences.»

The appeal of preferred funds is they offer higher yields than bond ETFs, explains Alfred Lee, vice-president of BMO Global Asset Management and lead manager of the bank's Laddered Preferred Share Index ETF (TSX: ZPR).

BMO Laddered Preferred Share Index ETF (ZPR): Laddered fund of strictly rate - reset preferreds, 20 % of which will reset their payout in any one year, which reduces the interest rate risk.

iShares S&P / TSX Canadian Preferred Share Index ETF (CPD): Cap - weighted fund reflecting the broad market for Canadian preferreds.

Some funds also seek more specialized corporate issues such as preferred stocks or convertible bonds that can be traded in for a specific number of company shares.

Given that most of the 5 per cent + yields on the TSX and S&P 500 are preferred share, high - yield bond and REIT funds, these sectors bear mentioning.

Individual investors can look for mutual funds that follow a certain investment strategy that the investor prefers, or apply an investment strategy themselves by purchasing shares in funds that fit the criteria of a chosen strategy.

Most of them were preferred share and high - yield bond funds or real estate investment trusts (REITs), but stocks like Corus Entertainment Inc..

Examples include common shares, derivatives, convertible bonds, preferred shares and equity mutual funds.

The key to this mostly high - yield bond fund is that it focuses more than anybody: it owns two stocks, two bonds (which seem to account for over 50 % of the portfolio) and a handful of preferred shares.

The assets are funded by a combination of preferred and common shares.

Unlike many of its peers, Baron Growth Fund (BGRFX; retail shares) prefers a buy - and - hold strategy.

A fund set up by a company to retire through purchases in the market a specified amount of its outstanding preferred shares or debt if purchases can be made at or below a stipulated price.

A fund set up to retire most or all of a debt or preferred share issue over a period of time.

Stocks as well as mutual funds and ETFs that invest in stocks (dividend stocks, preferred shares, REITs and the like) go into the stock category.

Then last month additional preferred units were issued to fund the buyout of the balance of the outstanding Handy & Harman shares not owned by Steel Partners.

Monday the Fund announced that it was redeeming its convertible preferred shares in March for those who don't convert beforehand.

If you intend to use this method when you sell mutual fund shares, we encourage you to set this as your preferred method before you initiate a sale online.

Corporate bonds, preferred shares, real return bonds and the funds that invest in them are examples of alternative fixed income.

Bruce Berkowitz's Fairholme Capital appears to be the most «all - in» with respect to position sizing with 35 % of the fund's capital deployed long Fannie and Freddie subordinated preferred shares.

Examples include bonds and GICs with maturities greater than one - year, strip bonds, mortgage - backed securities, private placements and other debt instruments, preferred shares (not including convertible securities) and income mutual funds.

The equity securities in which the Fairholme Fund may invest include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in real estate investment trusts («REITs»), rights and warrants to subscribe for the purchase of equity securities, and depository receipts.

Right now, Rick says that 50 % of his investments are in exchange - traded funds (ETFs) invested in Canadian dividend - paying shares, preferred shares and Canadian income trusts in a non-registered account.

The ETF may also invest in preferred shares of companies located in the United States, fixed income securities of Canadian and U.S. issuers, including other income generating securities, as well as Canadian equity securities and exchange traded funds that issue index participation units.

By monitoring price movements of all preferred shares on an ongoing basis, the Lysander - Slater funds aim to purchase oversold securities that are of good credit, good structure, and offer cheap relative value.

Mutual funds that invest primarily in fixed - income securities such as bonds, mortgages and preferred shares.

These funds invest primarily in Canadian common and preferred shares, which pay dividend income.

A mutual fund that invest in common shares of senior Canadian corporations with a history of regular dividend payments at above average rates, as well as preferred shares.

Dividend Fund: A mutual fund that invests in common shares of senior corporations with a history of regular dividend payments at above average rates, as well as preferred shaFund: A mutual fund that invests in common shares of senior corporations with a history of regular dividend payments at above average rates, as well as preferred shafund that invests in common shares of senior corporations with a history of regular dividend payments at above average rates, as well as preferred shares.

A mutual fund that invests in common shares of senior Canadian corporations with a history of regular dividend payments at above average rates, as well as preferred shares.