Sentences with phrase «substantial assets held»

The issues that confronted Mrs Charman were typical of those faced by partners in claims for ancillary relief where there are substantial assets held in offshore trusts: - How to get information about the trust.

Not exact matches

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

Today, in contrast, the Fed presides over a vast portfolio, with assets consisting mainly of long - term Treasury securities and mortgage - backed securities, instead of the short - term Treasuries it once held; and that portfolio is funded more by banks» holdings of substantial excess reserves than by circulating Federal Reserve notes.

It is now very difficult for a family to have a substantial part of their assets to be held locally or exclusively in the banking sector.

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

With the enterprise trading at a substantial discount to our estimate of asset value, we believe Chesapeake is an attractive holding.

The last of these positions suggests that, on average, the fund held a substantial portion of its assets in fixed - income securities, which lowered its volatility.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

In contrast, a majority of the common stocks held in the TAVF portfolio are issues of companies with ultra-strong balance sheets where the issue was acquired at prices that represent a substantial discount from readily ascertainable net asset values; e.g., Toyota Industries, Tejon Ranch, MBIA, Millea Holdings, Forest City Enterprises, Radian Group, St. Joe, and Brascan.

On HDFC Mid cap, the fund currently has substantial holdings in large caps, which in my opinion, is a breach of the asset allocation mandate of being in mid caps for a minimum of 75 %.

We started following ASYS (see our post archive here) because it was an undervalued asset play with a private investor disclosing a substantial holding.

In addition, focus on those funds that hold most of their assets in stocks because screening the stock - fund universe for high dividend yields alone will turn up some funds that have substantial stakes in bonds and other assets such as convertibles.

However, the fund's substantial asset base coupled with a large number (currently 160) of holdings may make future outperformance difficult.

The company has a substantial holding of cash and equivalents (the «Book Value» column shows the assets as they are carried in the financial statements, and the «Liquidating Value» column shows our estimate of the value of the assets in a liquidation):

Berkowitz remains on the conservative side, and he talks a lot about looking for that margin of safety, something offered by substantial real - estate assets like those controlled by St. Joe or by Sears Holdings, another longtime Berkowitz project.

There are some Value Investors that have identified value in the growth path they expect for Amazon — for instance, London based value investors Mundane Asset Management have held a substantial position in Amazon: recently, more than 20 % of their World Leaders Fund was in Amazon stock (as of October 2015).

A client holding a large judgment or award with substantial cross-border collection risk requires a highly - specialized and multi-disciplinary approach to monetising the asset; including advice in relation to asset investigations, cross-border enforcement litigation, risk - adjusted valuation and potentially brokering and transaction advisory services attendant to financing, or selling, a judgment or award.

Other assets included various properties situated in England and overseas and substantial shareholdings in other companies held by both parties.

Often the overseas assets are located in Mainland China in the form of lucrative factories and operating companies that generate large sums of income, or in substantial real estate holdings in China, Hong Kong and elsewhere in the world.

With respect to (1), the ONCA held that the trial judge's reasons were sufficient, noting that there was no basis on which to require security for spousal support in light of the husband's age (68) and the wife's own substantial assets.

As a result, there can be no assurance that the value of the shares will approximate the value of the fund's assets held and the shares may trade at a substantial premium over or discount to, the value of the fund's individual components if traded on any secondary market in the future.

The company indicated that the Trusts do not currently operate a redemption program: there can be no assurance that the value of the shares will approximate the value of the respective digital asset held by each Trust and the shares may trade at a substantial premium over, or discount to, the value of the digital assets held by each Trust, if traded on any secondary market in the future.

The idea that permissioned blockchain startups are now up against substantial challenges can be seen in the shifting strategies at startups R3 and Digital Asset Holdings.