Sentences with phrase «sector focused portfolios»

Schroders offers investors exposure to both diversified and sector focused portfolios, and differing risk and return profiles.

Not exact matches

The concentration in New York City and focus on the healthcare segment in their commercial loan portfolio leaves it vulnerable to geographic and sector downturns.

Our ability to compare and contrast compensation practices as well as focus on trends across sectors is the top resource for the investment community and their portfolio companies,» said Jody Thelander, President & CEO, J.Thelander Consulting.

GPB Capital is focused on acquiring and operating portfolio companies in the solid Waste Management industry currently serving the commercial, industrial and recycling sectors.

The division's portfolios are typically focused on one of seven industry sector groups: Communications, Media and Entertainment; Consumer; Energy and Utilities; Financials; Healthcare; Industrials; and Technology.

Virgin Group is also an active technology - focused venture investor with a portfolio of over 35 companies spanning the consumer internet, fintech and sharing economy sectors.

Similar to last year, our portfolio continues to be significantly tilted towards economically sensitive stocks — notwithstanding the fact that the Ensemble Fund does not have a mandate to focus on economically sensitive sectors of the stock market.

Fidelity ® Select Environment & Alternative Energy Portfolio A sector fund investing in companies with a business focus on alternative and renewable energy and other environmental support services

While it can be part of a diversified portfolio, the fund itself is narrowly focused on a single sector.

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.

Up until now the organization did not have a fund in its portfolio focused solely on early stage mobile technology ventures, which represents a significant segment of Alberta's growing technology sector.

To the extent a portfolio focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a portfolio that invests in a wider variety of countries, regions, industries, sectors or investments.

Sector Rotation Like You Have Never Seen Before Many investors today focus on short - term sector rotation to add value to their portfolios.

I have also added to particular positions in the real estate sector, focusing on building a portfolio of stocks I think can add value, regardless of what happens with the future direction of interest rates.

Within this new role for Easyfairs and reporting to Global Brand Director Paul MacDonald, Brooks» remit will have three key focuses: research and find new territories for the company's existing event brands; identify opportunities for the launch of new brands within the packaging sector; and to develop the content strategy for the group's growing packaging portfolio.

Add in the growing number of cities pursuing school portfolio management (which focuses on both charters and traditional district - run schools), and the urgent need to train administrators with the skills to thoughtfully manage what Edfuel calls «the autonomous and accountable public schools sector» is even more apparent.

If you choose to invest in focused index funds, known as sector funds, it will narrow the scope of your investment to a limited number of companies in one industry and could make your portfolio less diversified.

Federal Bank, a mid-sized private sector lender, is targeting a net interest margin of 3.25 percent in the fiscal year that began in April by focusing on growing its books, improving loan recovery and deposit portfolio, its chief executive...

The portfolio managers focus on identifying investment grade bonds or sectors whose valuations have become dislocated from the underlying fundamentals, primarily due to technical reasons.

To the extent a portfolio focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a portfolio that invests in a wider variety of countries, regions, industries, sectors or investments.

You can either create an entire portfolio or fill gaps in an existing portfolio by focusing on specific asset classes or market sectors.

Given the sector - specific focus, QTEC is probably too granular for those building a long - term, buy - and - hold portfolio, but can be useful for investors putting on a tactical tilt or looking to beef up tech sector exposure.

We follow and focus on a concentrated portfolio of 20 to 26 blue chip household stocks over 10 S&P sectors.

The theme picking part generally results from the manager's decision to focus on a particular sector or industry of the economy, a world region or country, a class of securities (stocks, bonds, commodities, etc.), and similar factors that can largely explain the performance of the analyzed fund or portfolio.

Mutual Fund Index is in fact the mutual fund centre that can report the best of the best in each of the 10 Mutual Fund Asset Classes, 52 Mutual Fund Categories and many independent Mutual Fund Sectors that get the big picture in focus and the ability to understand the system and choose the best funds to create winning portfolios with fundamental and studied knowledge.

It has way less focus on energy, with only 5 % of the portfolio invested in the sector.

Of course, these portfolios are sector - based, not dividend - focused, and some of the stocks don't pay a dividend.

Important thresholds for any investor considering focused sector bets is to own a diversified mainstream portfolio.

CLS currently offers eight Smart ETF Models, which are globally diversified portfolios composed of smart beta and active ETFs, along with smaller satellite positions in ETFs focused on specific sectors, countries and alternative assets.

Investment in portfolio of predominantly equity & equity related securities generally focussed on a few selected sectors

My strategy with tech going forward is basically to keep my exposure light to the entire sector relative to my portfolio, diversify between a few small positions, focus on major blue - chip companies that sell ubiquitous products and / or services — the true cash cows of the industry (nothing nascent)-- and make sure I understand as much as I can.

Investment Objective: To generate long - term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Seeking opportunities through mortgage - backed securitiesBroad securitized opportunities: The fund invests in mortgage sectors, including agency MBS and CMOs, and non-agency RMBS and CMBS, and ABS.Higher potential returns: By investing in mortgage - backed bonds, the fund can offer the potential for higher returns than an investment strategy focused only on agency MBS.Leading research: The fund's portfolio managers use proprietary models to assist in the evaluation of mortgage - backed bonds and to manage the fund's interest - rate risk.

An appropriate method to manage sector diversification could be to use a company like Motif, where investors can build their own ETF portfolio with a core focus.

But taken to its logical extreme, shouldn't a bottom - up value investor's portfolio (for example) actually be focused solely on a mere handful of the cheapest stocks, in the cheapest sectors, in the cheapest countries?!

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 Portfolio's focus on sustainable impact investments may affect its exposure to certain sectors or issuers, and may impact its relative investment performance, positively or negatively, depending on whether such sectors or issuers are in or out of favor in the market.

As of Jun 30, 2017, the top 6 sectors that the fund's portfolio focuses on include Banking / Finance (24.28 %), Automotive (8.38 %), Metals & Mining (7.24 %), Conglomerates (5.46 %), Oil & Gas (4.81 %), and Engineering (3.92 %).

It is known that any type of sector - focused mutual fund with a large diversified portfolio may to some extent eventually become comparable to a diversified equity fund.

As a core building block of a portfolio, we focus on well - established marketplaces, not sector funds (such as technology) or indexes based upon a fashionable, «flavor - of - the - month» thinking, such as a quant method of reweighting stocks.

As of 31 May 2017, the top 6 sectors that the fund's portfolio focuses on include Banking / Finance (21.45 %), Engineering (6.27 %), Oil & Gas (5.90 %), Automotive (4.91 %), Technology (4.61 %), and Tobacco (4.02 %).

As of 31 May 2017, the top 6 sectors that the fund's portfolio focuses on include Banking / Finance (22.77 %), Automotive (6.48 %), Pharmaceuticals (4.90 %), Oil & Gas (4.60 %), Technology (4.08 %), and Metals & Mining (3.74 %).

He also focuses on portfolio construction and risk management, and is a member of the sector and high yield strategy groups.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

Stock market cycles occur repeatedly — but instead of trying to time them, focus on building a portfolio of high - quality stocks Stock market cycles occur repeatedly — and there are any number of theories as to which sectors will outperform at any given short term stage of the... Read More

This includes reading each fund's last few annual reports, and evaluating returns (over 1, 3, 5 & 10 years, if available), the fund's geographic focus, any particular company / sector concentration, and the percentage of the fund's portfolio invested in unlisted stocks.

At the Buffalo Funds, Clay works with equity portfolios and his focus areas include healthcare, industrial and material sciences, energy technology, and consumer discretionary sectors.

In deploy - ing this capital, we are focussing on creating a well - diversified, ro - bust portfolio of junior and mezzanine loans in the core infrastructure space, keeping a keen eye out for attractive emerging sectors which meet our stringent defini - tion of infrastructure.

Exposing yourself to risky assets in small doses is not a bad plan, however a big mistake that investors make is «putting all of their eggs in one basket» and having the majority of their portfolio focused in one sector of the market.

«This is a great appointment for the business,» said Ian Gilthorpe, «Adrian has a proven track record of delivering and project managing complicated development projects as well as managing a team of lawyers delivering focused and proactive asset management services on large property portfolios for private sector investors.