Sentences with phrase «target asset discounts»

Activists in the UK usually target asset discounts & realizations (so investment trusts / companies are ideal), while European / US activists are perhaps more biased towards operational change (which may require a longer investment horizon).

Not exact matches

By opening an account with a discount broker such as Charles Schwab & Co., Inc., you'll not only save money on commissions but you'll also get access to online tools that help you assess your risk tolerance, set asset allocation targets, access research reports and track your portfolio's performance.

The index tracked by CEFL specifically targets those funds trading at a discount, with the idea that a cheaper market price boosts yield relative to the yield on the fair value of assets.

The general premise is that you're buying at a discount to asset value, and targeting value that can be unlocked with some kind of activism, consolidation and / or restructuring.

Two Kings Tickets (New York, NY) 07/2006 — 12/2007 Director of Business Development / Partner • Authored business plan, launched, and grew corporate sales from $ 0 to $ 500,000 in first year • Created marketing plans and sales goals focused on acquisition of corporate concierge services and social clubs • Negotiated deal to acquire over $ 400,000 of inventory at a discounted rate, saving the company over $ 100,000 • Mentored partners on best practices of establishing business goals focusing on efficiency and revenue growth • Worked with VIP Desk to increase revenue from secondary ticket sales through increased focus on customer service • Designed and implemented a targeted direct marketing program to enhance and better focus sales initiatives • Managed sale of company and assets to investors