Sentences with phrase «situation investments»
The phrase "situation investments" refers to the act of making financial decisions based on the current situation or circumstances. It means investing money into opportunities that arise due to specific events or conditions, rather than following a long-term investment strategy. Full definition
If the short equity position is a stand - alone special situation investment, it will generally represent 2.5 % or less of the portfolio's value.
ibkram.com
He also has a diversity of style seeking high quality franchises, deep value and special situation investments but all only when priced to give a margin of safety.
Extensive experience in dealing with special situation investments in emerging markets, both on the commercial and legal sides (through multiple stakeholder negotiations, identification of legal / regulatory / business risks, financial analysis and identification and management of quality local legal resources).
Montreal - based Fiera Capital Corporation announced that it has signed a definitive agreement to acquire Clearwater Capital Parners, LLC, a leading Asia - focused credit and special situations investment firm based in Hong Kong.
I've recently got caught in a buzzsaw from a couple of special situation investments where commodity based closed end funds are converting to open - end funds or into etfs.
With apologies to Barbara, we currently find ourselves in a similar situation investment wise.
We will discuss the investment ideas we're working on, share our personal watchlists of great businesses, track special situation investment opportunities, share our day - to - day research, update members on current investments, and answer member questions.
Special situations investment newsletter for value investors.
He gave up active fund management at the end of 2007, returning in 2010 to launch the Fidelity China Special Situations Investment Trust which he ran for 4 years while being based in Hong Kong.
Investment Objective To earn capital growth and income through value, arbitrage, and special situations investments in the continent of Africa.
However, these were all part of the strategy to move funds into special situation investments, away from positions closely correlated with market moves into more market - uncorrelated positions.
Prior to joining Cerberus, from 1996 to 2003, Mr. Kapadia served in various capacities with The Carlyle Group, a global private investment firm, and Carlyle Management Group, an affiliate of The Carlyle Group dedicated to turnaround and special situation investments.
Atalaya makes opportunistic credit and special situations investments, primarily via three principal strategies — financial assets, real estate and corporate assets.
The Company invests in private equity, private debt, private real estate investments, early and late - stage technology investments, special situation investments, alternative asset funds managed by the Company and structured finance investments.»
When it comes to special situation investments, you want to put a small amount of your portfolio — probably not more than 10 % — into the class as a whole.
Some of the special situation investments I look at have just one thing that will determine the outcome of the investment — a pending lawsuit, a regulatory resolution, a new order, a sale of an asset, etc... This is a topic for another post, but sometimes I think the best investment theses are also the simplest.
There will be tremendous opportunities in discounted asset / special situation investments — best accessed through private equity (PE), event driven & distressed debt strategies.
many of them were special situations (the Jay Pritzker cocoa bean investment skyrocketed about 5 fold or so very quickly — that's one example of a special situation investment he made).
About Blog I'm an individual investor focused on finding value and special situation investments.