Sentences with phrase «shares on behalf of our investors»

Full disclosure here...... at Stacey Muirhead, we own RIM shares on behalf of our investors.

Not exact matches

The lawsuit seeks damages on behalf of investors who acquired Chipotle shares from February 2015 to January 2016.

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.

Some 70 % of shares in U.S. - listed companies today are held by mutual funds, pension funds, insurance companies, sovereign funds, and other institutional investors, which manage them on behalf of beneficiaries such as households, pensioners, policy holders, and governments.

There can be all sorts of answers to those questions, and we'll pursue our discipline on behalf of those who share our full - cycle perspective, but every investor should ask those questions seriously.

In response, Mr. Gross led the vanguard, developing the ground - breaking legal theory of applying common law to individual actions in state court on behalf of large institutional investors who purchased shares on foreign exchanges.

The New York State Attorney General's office has weighed - in on behalf of investors, and active share.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

However, there are now numerous ETFs that represent a share of gold bullion stored in a vault on behalf of investors.

A NextShares fund may permit cash to be substituted for some or all of the Basket instruments when: (a) the instruments are, for the purchase of a Creation Unit, not available in sufficient quantity; (b) the instruments are not eligible for trading by the Authorized Participant or the investor on whose behalf the Authorized Participant is acting; or (c) a holder of Fund shares investing in foreign instruments would be subject to unfavorable income tax treatment if the holder receives redemption proceeds in kind.

There can be all sorts of answers to those questions, and we'll pursue our discipline on behalf of those who share our full - cycle perspective, but every investor should ask those questions seriously.

A mutual fund accumulates money from investors or financiers and invests that money in shares, bonds, and money market securities on the behalf of the investors.

The services to be provided by Recipients may include, but are not limited to, the following: assistance in the offering and sale of Fund shares and in other aspects of the marketing of the shares to clients or prospective clients of the respective recipients; answering routine inquiries concerning the Funds; assisting in the establishment and maintenance of accounts or sub-accounts in the Funds and in processing purchase and redemption transactions; making the Funds» investment plan and shareholder services available; and providing such other information and services to investors in shares of the Funds as the Distributor or the Trust, on behalf of the Funds, may reasonably request.

The minimum initial investment for Institutional class shares is $ 1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors.

The company, on behalf of its investors, invests in fixed income instruments, equities, and various other avenues according to the investment goals, and then shares the benefits mutually.

«I have one fund that offers investors 30 % of the profits, and initially, there was a lot of resistance on behalf of the potential investors, because they thought they weren't getting a big enough share.