Sentences with phrase «primarily at equity»

We report each month on manager changes, primarily at equity and balanced funds.

Not exact matches

The report, as of March 31, 2018, is now available and will be updated quarterly for U.S. - domiciled, actively managed funds that are primarily invested in equities and have at least one year of history.

Since the U.K. eliminated its tax on income earned outside the country several years ago, it's become increasingly popular for so - called corporate inversions, a controversial practice in which a foreign company buys a U.K. company, primarily to lower its tax bill, says Andrew Needham, a tax partner at law firm Cravath, Swaine & Moore, which specializes in private equity and hedge funds.

Prior to joining Cerberus, Mr. Ingersoll was a Partner at J.P. Morgan Partners (formerly Chase Capital Partners) from 1993 to 2002, where he focused primarily on private equity and restructuring situations in various industries including healthcare, branded food products and distribution, consumer products, specialty insurance and outsourced business services.

Fundamental investors like Warren Buffett have become famous in the equity markets, but many futures traders excel primarily at technical analysis.

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Massachusetts Securities Division, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

Chris Laine is a Senior Portfolio Manager at State Street Global Advisors, primarily responsible for emerging market strategies on the Active Quantitative Equities team.

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CEquity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity holdings in securities domiciled in Canada.

The Equity, Quality and Leadership in Education (EQL) course at Harvard had intrigued me, but I thought that it was a technical course primarily oriented to our superb education officers and advisors.

Previously, she worked at the law firm of Goodwin Procter LLP from 2005 - 2012, as a member of the Private Equity group, primarily focusing on mergers and acquisitions, private equity transactions, corporate governance matters and the representation of early - and later - stage growth compEquity group, primarily focusing on mergers and acquisitions, private equity transactions, corporate governance matters and the representation of early - and later - stage growth compequity transactions, corporate governance matters and the representation of early - and later - stage growth companies.

At most times, the portfolio will be primarily invested in equities with substantial net long exposure.

It will take short positions primarily in domestic equity securities of companies (i) listed on the S&P 500 Total Return ® Index (the «S&P 500») or (ii) that have market capitalization above $ 4 billion at the time the fund takes the short position.

Prior to joining HomeBridge Financial in March 2010, Mr. Katz was a Managing Director in private equity at Fortress Investment Group where he focused primarily on Nationstar Mortgage, a portfolio company of Fortress Investment.

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

Under normal market conditions, the fund will invest at least 35 % of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and / or markets.

The Fund invests primarily in equity securities, consisting of a portfolio of between 50 - 70 domestic common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the Fund, have market capitalizations of $ 1.5 billion or less.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CEquity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity holdings in securities domiciled in Canada.

I have read that SM applies primarily to people with a higher income and established equity, so I am unsure if SM would benefit me at this time or if I should wait till I am again employed full - time.

(As long as the waiver stands) EEMV's holdings contain no U.S. Equities at all, and is made up primarily of Asian equities (Taiwan, China, South Korea, Malaysia, Thailand and Indonesia make up a little over 60 % of thEquities at all, and is made up primarily of Asian equities (Taiwan, China, South Korea, Malaysia, Thailand and Indonesia make up a little over 60 % of thequities (Taiwan, China, South Korea, Malaysia, Thailand and Indonesia make up a little over 60 % of the fund).

There have been some structural changes at SPLP in the interim, primarily acquisition of an equity interest in Moduslink in March 2013, disposition of an interest in an English insurance company, Barbican Holdings, and consolidation of one partially owned subsidiary, BNS, into another, Steel Excel.

Horizons HEA will invest primarily in a portfolio of equity and equity related securities of U.S. companies that, as at the Constituent Reset Date, are amongst the largest by market capitalization and most liquid issuers on the New York Stock Exchange (the «NYSE») or the NASDAQ Stock Market («NASDAQ»).

Horizons HEF will invest primarily in a portfolio of equity and equity related securities of Canadian companies that are primarily exposed to Canadian banking, finance and financial services sectors and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers listed on the TSX in their sector.

Horizons HEE will invest primarily in a portfolio of equity and equity related securities of Canadian companies that are primarily involved in the crude oil and natural gas industry and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers on the TSX in their sector.

Horizons HEP will invest primarily in a portfolio of equity and equity related securities of North American listed companies that are primarily exposed to gold mining and exploration and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers in their sector.

The report, as of March 31, 2018, is now available and will be updated quarterly for U.S. - domiciled, actively managed funds that are primarily invested in equities and have at least one year of history.

Retail traders, also known as active traders who trade at least 36 times a year, turned their attention to U.S. equities ETFs in the first quarter of 2012, after having allocated primarily to dividend - focused funds and U.S. fixed income in the final quarter of 2011, Schwab said.

Primarily know for mutual funds, this stockbroker also allows you to trade in Equities and few other investment products at low cost.

The Chautauqua Global Growth Fund invests primarily in equity securities of both U.S. and non-U.S. companies with medium to large market capitalizations (i.e., those with market capitalizations in excess of U.S. $ 5 billion at the time of purchase).

In the most recent deal, Edward J. Minskoff Equities plans to raze the existing building at 51 Astor Place, which is Cooper Union's engineering building, and create the 410,000 - square - foot tower, primarily for offices.

Weir, who has spent five years at Jones Day, will primarily focus on White & Case's private equity clients, while also helping to build other key investor areas including alternative capital providers, family offices and real estate.

From 2006 to 2009 she was an Associate in the Institutional Equities division at JPMorgan where she primarily worked with institutional investors based in The Netherlands and Belgium.

A homeowner's eligibility is based primarily on their home value and whether they have at least 25 per cent equity ownership in their home.