Sentences with phrase «relative value positioning»

«We take an unconstrained investment approach with dynamic sector rotation, active currency management, security selection and relative value positioning, while aiming to manage risks such as duration.»

Our investment process leverages the in - depth knowledge of our experienced fixed income teams globally and our approach with dynamic sector rotation, active currency management, security selection and relative value positioning, while aiming to manage risks such as duration.»

Not exact matches

Your deck should address your venture's team, market opportunity, need for the product and its value to the customer, its position relative to the competition, how much capital you'll need to build the company, and a financial plan.

The HFRI Relative Value (Total) Index is managed by maintaining positions in which the investment thesis is predicated on realization of a valuation discrepancy in the relationship between multiple securities.

Unless these firms» net foreign currency liabilities are hedged, a depreciation of the Australian dollar could result in a deterioration of their balance sheet positions — by increasing the Australian dollar value of their liabilities relative to their assets.

Relative value managers could have taken a simultaneous long position in the manufacturer's convertible bonds and offset it with a short position in the company's equivalent duration straight debt to capture the 300 basis - point price differential.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

Prior to assuming his current position, Mr. Henderson served as team leader, fixed income research, responsible for manager selection and relative sector value analysis for fixed income allocations within SAI products.

HFRI Relative Value Index maintains positions in which the investment thesis is predicated on realization of a valuation discrepancy in the relationship between multiple securities.

As for trying to compare relative values of players vs other positions I agree it is hard.

Our sector and security weightings are made independent from the benchmark and our positioning reflects our value approach, as well as the attractiveness of the opportunities relative to the broad market.

These funds typically take a short position on the U.S. dollar like the PowerShares DB US Dollar Index Bearish Fund (UDN), profiting from a fall in the value of the dollar relative to other currencies.

His responsibilities include the analysis of market and macro-economic data, development of quantitative models, and recommendations for global macro - and relative - value positions within foreign exchange markets.

He analyzes market and macroeconomic data, creates quantitative models, and recommends global macro and relative - value positions along the global term structure.

Rather, Third Avenue Value Fund focuses on quality of the financial position and quantity of resources in the business relative to the security's price.

Foreign securities that trade in, and receive revenues in, foreign currencies are subject to the risk that those currencies will decline in value relative to the U.S. dollar or, in the case of hedging positions, that the U.S. dollar will decline in value relative to the currency being hedged.

But I believe, relative to the long term earnings potential and their position in the global market, it's a great company trading at a really attractive value here.

My success simply hinges on my ability to find wonderful businesses and buy equity positions in these businesses at attractive prices relative to their intrinsic value.

Relative value strategy Team relies on credit analysis, yield curve positioning, and sector rotation to uncover the most compelling opportunities with a focus on higher yielding segments of the market.

True about diversification — I go big (relative % to my total account value) into different positions, but not so big that a wipe out of one equity would kill me.

A: JP Morgan became too great of a part of the indexed credit derivatives market, and as a result, they lost the ability to value their positions, because they were too big relative to the market in which they traded.

I prefer to focus instead on looking at all my positions afresh every day / week, and asking what % holding (if any) should I now own based on the company's business / financial risk, its share price action, its potential fair value upside, the changing micro and macro risk environment, and the relative value of other holdings / buy list stocks.

Beaton Benchmarks: Provides world class studies of client satisfaction and a relevant competitor set with head - to - head benchmarking on business development, brand and performance parameters, brand positioning against close competitors to show levels of brand recognition and differentiation, brand equity and fair value to inform pricing policy and management of your margin, the relative strength of business development capability and ability to maximize client acquisition opportunities.