Sentences with phrase «special investment situations»

Though you want to have your money primarily invested in index funds and income producing assets, you should also plan on having a minority percentage allocated to special investment situations.

Not exact matches

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

A control - oriented investment strategy focused on special situations in the municipal market and public purpose assets.

In addition to high yield credit, Highland's investment capabilities include public equities, real estate, private equity and special situations, structured credit, and sector - and region - specific verticals built around specialized teams.

Blue Wolf's deep investment experience with special situations, including companies in need of capital for restructuring in and outside of Chapter 11, and partnering with management teams who want to emerge stronger from troubled situations, is particularly relevant in today's highly - volatile, deeply - troubled energy markets.

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.

Before joining Cerberus, Mr. Rawald was with Fortress Investment Group from 2004 to 2005, where he was responsible for commercial property investments and special situations in Europe.

(On the flip side, this situation leads to a special type of investment operation that actually causes people to seek out ownership of bad businesses when they think the economy is likely to recover given that they experience bigger upswings as the operating leverage effect happens in reverse.)

Expertise: Secondary direct transactions, venture fund buyouts, limited partnership interests, fund of funds buyouts, venture capital investments, recapitalizations, founders stock purchases, and special situations.

Types of investments: secondary direct company shares, funded secondary fund interests, and special situations

This expertise is complemented by our connectivity with the significant investment and operating resources of TPG, a leading global private investment firm, and TPG Sixth Street Partners («TSSP»), the credit and special situations platform of TPG.

TPG Specialty Lending Europe («TSLE») is the European direct originations investment platform of TPG Sixth Street Partners, the credit and special situations platform of TPG, the global private investment firm.

TPG Opportunities Partners (TOP) is TSSP's platform for pursuing actively managed global special situations and opportunistic credit investments in corporate - and real estate - backed investments.

In many types of special situations, too, the investment follows a predictable course of work - out within a specified period, regardless of the course of the market as a whole.

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.

Unlike most of our typical investment reports which focus on free cash flow utilization, net asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a company that generates little free cash flow at the moment and is somewhat of a growth investment if company management is successful in achieving its objectives.

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.

At Ensemble we do not focus on this type of business and believe that the bar for a management team to demonstrate the ability to execute this approach is so high that it is a relatively special situation and there are not a large number of these sorts of investment opportunities.

Later working in investment banking at Goldman Sachs and asset management at Deutsche Bank, Barbara Ann acquired a robust grasp of private market valuation that she went on to leverage at Holowesko Partners for nearly a decade, helping the hedge fund grow to several billion in AUM with her focus on special situations and takeout candidates.

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.

The Saxo Bank Group does not in any of its Publications take into account any particular recipient's investment objectives, special investment goals, financial situation, and specific needs and demands.

From 1999 to 2007, Mr. Shingler was with Seneca Capital Advisors, focusing on special situation equity and debt investments.

Prior to this, Mr. Moysiuk was the Managing Partner of HOOPP Capital Partners, through which HOOPP conducted its private equity and special situations investment business.

The Company is a fund manager across six core investment themes, such as external debt, local currency, special situations, equity, corporate high yield and multi-strategy.»

Previously, Mr. Moysiuk was the Managing Partner of HOOPP Capital Partners, through which HOOPP conducted its private equity and special situations investment business.

Special situations are an entire area of investing that is rarely discussed, but offer a lot of investment potential for those willing to put the time and research into it.

As I've mentioned before, my investments tend to fall into one of two broad categories: compounders and special situations / bargains.

Hi, I think old Buffett and Munger made money as you said, but they made so great that that they get bigger to make that decisions.Buffett some time 2000s that if you give me less money I will get 50 percent compounding.But I think long term investment is with High Roe companies, but beginners must make their money by special situation and deep value ones.

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.

Spencer Capital is a value - oriented investment management firm with a successful long - term track record investing in undervalued securities and special situations.

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.

These are income investments such as Master Limited Partnerships MLP (especially pipelines), equity REITS, high yield bond funds and special situations such as tankers (which have dividends that fluctuate greatly).

With four decades of experience as an investment advisor, Pat McKeough is the editor and publisher of seven newsletters: The Successful Investor, his flagship advisory on Canadian stocks; Canadian Wealth Advisor for safety - conscious investing; Stock Pickers Digest for more aggressive investing; Wall Street Stock Forecaster for the best U.S. stocks for Canadian investors; TSI Dividend Advisor with our exclusive Dividend Sustainability Ratings ®; Spinoffs, Takeovers & Special Situations his ground - breaking advisory on special opportunities; and Best ETFs for Canadian Investors, a complete survey of ETF invSpecial Situations his ground - breaking advisory on special opportunities; and Best ETFs for Canadian Investors, a complete survey of ETF invspecial opportunities; and Best ETFs for Canadian Investors, a complete survey of ETF investing.

FACT was a new category of investment for us: special situations (see our post archive here).

Our Investment Planning Committee is constantly on the lookout for special situations overlooked by others.

All of our vehicles have a similar core investment strategy which attempts to profit from discrete events, including mergers, acquisitions, asset sales or divestitures, restructurings, refinancings, recapitalizations, reorganizations, or other special situations («event - driven opportunities»).

John Mihaljevic presents 9 distinct types of value investment ideas, and how to screen for them: 1) deep value, 2) sum - of - the - parts value, 3) Joel Greenblatt's Magic Formula, 4) jockey stocks, 5) follow the leaders, 6) small stocks, big returns, 7) special situations, 8) equity stubs, and 9) international value investments.

Actually, I'd specifically characterise my Irish investments as special situation stocks (as evidenced by two value - realisation events last year in my portfolio... and hopefully I'll see another this year).

What I failed to appreciate, in retrospect, was that these kind of special situations in the pharmaceutical industry tend to have binary outcomes and therefore work only 1) if an investor has superior knowledge, 2) in the context of a portfolio of similar investments or 3) you're just blind lucky.

Oozing Alpha is a place to share event driven and special situations with the institutional investment community.

commercial property, German property, Karoo Investment Funds, KWG Kommunale Wohnen, Laxey, Margin of Safety, NAV discount, Net LTV, Principle Capital, residential property, Sirius Real Estate, special situations, SRE, Weiss

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.

There will be tremendous opportunities in discounted asset / special situation investments — best accessed through private equity (PE), event driven & distressed debt strategies.

Kerrisdale Capital is a private investment manager that focuses on value and special situations investments.

% of AUM, activist investors, alternative assets, AREO, ARGO, Argo Group, Argo Real Estate Opportunities Fund, Colony Financial, distressed assets, emerging markets, European sovereign debt crisis, Fortress Investment Group, intrinsic value, Investor Relations, Kyriakos Rialas, Livermore Investments, Mello Central, Price / Cash, Rialas brothers, share buyback, special situations, sub-advisory, The Argo Fund, Universe Group

% of AUM, absolute return, Ally Financial, asset managers, carried interest, catalyst, Colony Financial, de-leveraging, distressed assets, Fortress Investment Group, KKR, mortgage servicing rights, MSRs, Nationstar, Newcastle, Nomura, Oaktree Capital, Och - Ziff, Ocwen Financial, pension funds, PHH Corp, Price / Sales, private equity funds, special situations

Currently, the fund is 90 % invested long, with most of those investments in special situations opportunities such as liquidations and companies selling for less than cash value.

Further, if you're not as sanguine about the markets and the economy as our dear leaders seem to be, special situations like liquidations and event - driven investments like activist campaigns offer a place to hide if (and when) the market resumes the long bear.

[The $ 0.1 mio above reflects a small new investment in the Argo Special Situations Fund LP (SSF).