Sentences with phrase «takes for equity investors»

What gets me is people who only look at the index number when talking about how long it takes for equity investors to recover their investment after a crash which ignores dividends.

Not exact matches

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

And that will require investors to adjust their strategy and their expectations henceforward — by paying more for equities, taking on more risk with fixed income and socking away more than they used to.

At a time when a stock market rally has made private equity firms reluctant to take companies private for fear of overpaying, the deal illustrates how activist investors have the potential to drive corporate boards to explore such deals and accept a price that makes a leveraged buyout possible.

CASPERSEN and Park Hill Group were working on behalf of Firm - 1 to solicit investors for the loan, but, at some point after Firm - 1 agreed to take the loan, it transpired that Firm - 1 did not need the loan in order to purchase the secondary private equity interests.

Starting Tuesday, the crowdfunding platform will begin taking advantage of a securities rule put in place last May that allows anyone, not just accredited investors, to invest in private companies in exchange for equity.

According to the company, there are about 28 million small businesses in the country, and the overwhelming majority are hidden from investors; they're too small for private equity firms to take notice, but not right for a traditional bank loan either.

Investor Balaji Srinivasan said in a recent essay that he believes crypto - currency tokens could eventually generate more money for the technology industry than all of the Internet - related equity offerings that have taken place to date.

For example, if you opt for equity crowdfunding you can get in trouble for taking money from non-accredited investors, so what is the platform doing to ensure it is only connecting companies with legitimately vetted backeFor example, if you opt for equity crowdfunding you can get in trouble for taking money from non-accredited investors, so what is the platform doing to ensure it is only connecting companies with legitimately vetted backefor equity crowdfunding you can get in trouble for taking money from non-accredited investors, so what is the platform doing to ensure it is only connecting companies with legitimately vetted backefor taking money from non-accredited investors, so what is the platform doing to ensure it is only connecting companies with legitimately vetted backers?

And for the Chinese private equity groups, raising funds in dollars instead of yuan enables them to target overseas investments without getting entangled in Beijing's capital controls, while international investors often wish to avoid taking local currency risk.

For many investors, the decision starts with whether to take an active or an indexed approach to investing in EM equities.

The Treasury is taking responsibility for making bad lenders and bad investors whole, but leaving bad debts and even Negative Equity on the books and even putting the government in the position of «debt collector of last resort.»

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

Which will now be harder, because paying for Solar City in stock — and hence diluting existing shareholders substantially — mere weeks after a big equity offering will make investors to whom Musk will have to sell stock in the future to meet his voracious needs for money think twice: will he take their money then dilute them again a few weeks or months later?

The deal is a huge one by any standard — bigger than Walmart's $ 3.3 billion deal for Jet.com last year — and especially for a retail company like PetSmart, which was itself valued at only $ 8.7 billion when private equity investors took it over in 2015.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

This poses a dilemma for investors: Accept lower returns or dial up risk by taking more equity, credit and interest rate exposure.

Private equity investors were often willing to take noncontrolling stakes in companies, leaving significant stakes for owners, managers and workers.

In 2002 Joe moved to the UK to take the role of director and head trader for global equities for Principal Global Investors, returning to Australia with Citigroup in 2007.

Investors want to take as many shares as they can for the amount of money they invest, but if you give them too much equity, you won't be doing yourself any favors.

Founder Michael Dell and private equity firm Silver Lake Partners bought the company in whole for around $ 25 billion and took it private after a fight with billionaire activist investor Carl Icahn for control of the company.

Our return expectations across most asset classes are at post-crisis lows, but we believe investors are getting compensated for taking on risk in equities, selected credit / emerging markets (EM) and alternatives.

Instead, Koesterich says that investors are looking for ways to diversify equity risk, and the historical diversifier of choice — bonds — is increasingly correlated to equity, and should become more so as monetary policy evolves and rate hikes take place.

HOOPP was an initial private equity investor at Teranet's founding, remained the largest shareholder when the company was taken public on the TSX, and eventually sold its stake into a $ 2.0 billion take - over bid in 2008; and Ducati Motorcycle Company, initially an NYSE / Milan listed Italian sport motorcycle manufacturer, which was the subject of a deleveraging capital increase, taken private and eventually sold to Volkswagen / Audi Group in 2012 for US$ 1.1 billion.

HOOPP was an initial private equity investor at Teranet's founding, remained the largest shareholder when the company was taken public on the TSX, and eventually sold its stake into a $ 2.0 billion take - over bid in 2008; Ducati Motorcycle Company, initially an NYSE / Milan listed Italian sport motorcycle manufacturer, which was the subject of a deleveraging capital increase, taken private and eventually sold to Volkswagen / Audi Group in 2012 for US$ 1.1 billion; and Novadaq Technologies Inc., a medical devices company in which HOOPP was the largest private investor, with such company completing an initial public offering on the TSX in 2005 and which continues today with a market capitalization in excess of $ 730 million.

Taken together, we believe these factors present a compelling argument why investors should exit all of the electronic gold products specified at the beginning of this article, and convert the proceeds into physical gold and / or non-Deep State - controlled equities of companies in which they have full confidence that managements are working for them, not the bullion banks.

If, like many investors, you have a long time horizon and you look to bonds for equity diversification and income, then there isn't necessarily any action to take.

In that article, I listed nine equity REITs for dividend investors to consider in light of the drubbing that REIT valuations have recently taken due to fear of rising interest rates and to capitalize on the pass - through provision for REIT income included in the new tax legislation.

The majority of economists, however, agree that the concept of an equity risk premium is valid: over the long term, markets compensate investors more for taking on the greater risk of investing in stocks.

Equity mutual funds are best suited for investors who have a risk taking nature and look for better returns.

For long - term investors, a traditional bond allocation (whether it's a ladder or a broad - based ETF) will provide more protection when equity markets take a tumble, and that's the most important role of fixed income in a portfolio.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Beta, compared with the equity risk premium, shows the amount of compensation equity investors need for taking on additional risk.

BlackRock writes that the iShares MSCI World Small Cap UCITS ETF (WSML) is a way for investors to express a nuanced view within their equity allocation, allowing them to take a building block approach to broad exposure but with a lower level of idiosyncratic risk than single stock investments.

In that article, I listed nine equity REITs for dividend investors to consider in light of the drubbing that REIT valuations have recently taken -LSB-...]

The Conservative Countercyclical portfolio is designed for the investor seeking income and safety who understands that bonds won't generate sufficient returns in the coming decades and is therefore willing to take some equity market risk to offset this low return environment.

In that article, I listed nine equity REITs (eREITs) for dividend investors to consider in light of the drubbing that eREIT valuations have recently taken due to fear of rising interest rates and to capitalize on the pass - through provision for REIT income included in the new tax legislation.

For Rempel, how you invest is an important part of the equation: «In general, equity investors should take it (CPP) early, while balanced and bond investors should not.»

And that will require investors to adjust their strategy and their expectations henceforward — by paying more for equities, taking on more risk with fixed income and socking away more than they used to.

Isn't there a less complex explanation such as commodities and the S&P 500 have simply become highly correlated over the last five years and for an investor to gain a true non-correlated return he or she should look for actively managed commodity programs such as trend following so that they can take advantage of down moves as well as up moves with the added advantage of non-correlation to their exposure to equities.

It takes a bit of time, research and patience if you're used to analyzing equities but the same basic principles apply for any value investor: a strong balance sheet, strong cashflow and understanding the business are all essential.

Private equity investments take an average of 5 to 7 years to reach their potential, however investors money could be tied up for longer.

The two corporate bond ETFs might appeal to fixed - income investors who want a little more yield in exchange for credit and interest rate risk but personally, I prefer to take risk with the equity portion of the portfolio especially since corporate bonds are highly correlated with stocks.

Companies with debt / interest in excess of that risk suffering: i) a significantly adjusted price for their equity in the event of a takeover — acquirer will refuse to take on debt, or will take on debt but haircut equity to compensate, ii) an eventual rights issue / placing to pay - down debt — this will probably hurt the share price and / or dilute intrinsic value per share significantly, or iii) investors will mark down company severely at some point.

You can take 5 % / year and increase it by inflation with a 20 % risk of running out of money for a 100 % equity investor.

Refinancing is a popular tip for real estate investors who want to take some cash and reinvest that equity into another property.

But for those investors who take cues from Warren Buffett, who emphasizes return - on - equity with a target of 20 % or better, all are very appealing.

He advises clients on establishing and operating public and private open - and closed - end investment funds, and he also assists clients in developing structural alternatives for taking private equity investment opportunities to public investors.

In this edition of the Paul, Weiss Private Equity Digest, we take a look at the possibly revived PIPEs market and discuss key considerations for private equity investors looking to put capital to work in this Equity Digest, we take a look at the possibly revived PIPEs market and discuss key considerations for private equity investors looking to put capital to work in this equity investors looking to put capital to work in this space.

Parity among products on tax treatment will ensure that those who want to take the equity route can go for NPS, and conservative investors can go for EPF.»