Sentences with phrase «smaller equity position»

Here, you would take a smaller equity position but pay yourself acquisition fees, management fees, and transaction fees.

Fratus sees his role as an early stage advisor, «taking a small equity position» and helping young companies through the pre-revenue stage.

Analyzed 10 investment projects with small equity position that led to bank lending investments that resulted in 12 % capital gains and 8 % interest revenue.

Not exact matches

«Each of the market reversals of the past few weeks has in common that they represented widely held positions — long equities, overweight small caps, overweight tech, underweight emerging markets, and short duration,» says Loeys.

It started small, with the Haisla Nation taking an equity position in the Douglas Channel LNG project.

If you are only planning to buy 100 shares of a stock, the ADTV of an equity basically becomes a non-issue because it will be easy to liquidate such a small position, even in a very thinly traded stock.

Currently, we have positions in 8 Japanese equities, all of which are «small caps» and 5 of which lack sell - side analyst Continue Reading →

His research has also explored detracking, small - school reform, tuition - tax - credit vouchers, and the change process associated with equity - minded reform efforts — reforms aimed at benefiting those who hold less powerful school and community positions.

The fund had major equivalent positions in the Schwab International Small - Cap Equity ETF (SCHC), WisdomTree International SmallCap Dividend Fund (DLS), First Trust Dow Jones Global Select Dividend Index Fund (FGD), iShares MSCI United Kingdom ETF (EWU), PowerShares DWA Industrials Momentum Portfolio (PRN), and Vanguard FTSE Europe ETF (VGK).

Doing the math, Pabrai seems likely to hold around 11 - 12 positions, which is still fairly concentrated, although provides some diversification out of equity specific risk (non market risk) and makes «riskier» bets a smaller proportion of his portfolio.

The fund had top equivalent equity positions in the iShares MSCI Japan ETF (EWJ; average weight of 38.6 %), iShares Japan Large - Cap ETF (ITF; 14.2 %), iShares MSCI Japan Small - Cap ETF (SCJ; 9.7 %), SPDR ® Russell / Nomura Small Cap ™ Japan ETF (JSC; 8.6 %), and WisdomTree Japan SmallCap Dividend Fund (DFJ; 8.5 %).

The idea of moving to more conservative equity funds in retirement is not unusual but my position is to maintain the more diversified equity portfolio (large, small, value, growth, REITs U.S. & international asset classes).

Over this evaluation period, the fund had major equivalent positions in the iShares MSCI EAFE Small - Cap ETF (SCZ), iShares MSCI EAFE Growth ETF (EFG), iShares International Treasury Bond ETF (IGOV), MSCI EAFE Hedged Equity ETF (DBEF), iShares MSCI Sweden ETF (EWD), and iShares MSCI Ireland Capped ETF (EIRL).

For instance, if our $ 15,000 account equity grew to $ 25,000 and we sold one or two stocks, we probably wouldn't want to take new initial positions to replace them that were as small as we originally took.

The fund had top equivalent equity positions in the Vanguard Mid-Cap ETF (VO; average weight of 45.1 %), Vanguard Small - Cap Growth ETF (VBK; 23.3 %), Vanguard Consumer Discretionary ETF (VCR; 10.4 %), PowerShares Dynamic Market Portfolio (PWC; 5.6 %), and Vanguard Consumer Staples ETF (VDC; 3.3 %).

In stocks Bridgewater tends to make relatively small, but numerous equities investments, sometimes having several hundred equity positions.

As an index covering small - cap stocks, VSMAX makes an ideal core position alongside large - and mid-cap U.S. equities.

A small number of women in these certified firms who are equity partners are doing very well financially and filling many powerful positions.

But after all these years, women who rise to the top of law firms remain the exception rather than the rule, and the number of women partners and leaders remains woefully small: nationwide, women still represent only 16 % of equity partners, 6 % of top leadership positions, and less than 1 % of the most highly compensated partners.

Real - time risk management with incremental auto - liquidation: If an account has a maintenance margin higher than its equity, the Deribit risk engine will liquidate its position in small steps, providing maximal protection for all parties involved.

With the reverse mortgage, you make no payments so as you draw out funds and as interest accrues on the loan, the balance grows and your equity position in the property becomes smaller.

One - third of U.S. mortgages taken out in the U.S. in 2005 and 2006 were in negative equity positions before house prices dropped, and at least half of the mortgages had less that 5 per cent equity, making them extremely vulnerable to even a small drop in prices.

We may be in a position to purchase a turn - key investment, but am thinking more along the lines of a small fixer - upper for him... something habitable, but that he can put a bit of sweat - equity in over time.