Sentences with phrase «than an equity investor»

Just be aware of what question you're trying to ask of financial statements, and if you're other than the equity investor, make the necessary adjustments so that you get the answer that is tailored to your questions.

So of course even with a balanced or conservative portfolio they will decline during bear markets, but as you can see the declines are far less severe than an all equity investor.

Post-war bond investors experienced a much greater loss of wealth than equity investors.

Not exact matches

What has really happened in private equity over those decades is that investors, net of fees, did about 25 % better than the S&P up through the 2005 «vintage» year (denoting funds that first drew capital in 2005).

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.

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

The dollar, measured against a basket of currencies, has now given up more than half of the gains it notched up this month when investors rushed into the greenback as equity markets suffered a violent sell - off.

Tapping into tax credit allocations through the New Market Tax Credits scheme, which offers investors tax credits for investing in CDFIs, generated more than $ 65 million in leveraged debt from TCE and Capital Impact and $ 60 million of tax credit equity from JP Morgan and US Bank.

That is because banks, private - equity firms and institutional investors have continued to pour money into the sector even as oil companies slashed billions of dollars in spending from their budgets and laid off more than 100,000 workers.

What's more, while equity investors typically demand a say in running the company, mezzanine funds tend to be more passive, just slightly more meddling than your average bank.

As coverage of European and American financial woes have the masses running from equities, he says, «long - term investors who are billionaires tell me they are having an easier time today than ever before in their lifetimes because nobody is a long - term investor anymore.»

The company has raised more than $ 100 million, with private equity firm L Catterton its major investor.

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

The point is that diversification among asset classes really helped ameliorate the return an equity - only investor would have suffered this year: a loss of 2.7 % is better than a loss of greater than 10 %.

Revolut's equity crowdfunding campaign was apparently so oversubscribed that 40,000 investors — including tennis star Andy Murray — committed more than $ 22 million to the start - up.

Last fall Quimby, who'd bought out Shavitz when he retired, struck a deal to sell 80 % of the company to AEA Investors, a private - equity firm, for more than $ 175 million.

This can reinforce the notion that borrowing money is always more expensive than attracting equity investors.

We chose CircleUp, an accredited investor equity crowdfunding portal for consumer goods that has helped companies to raise more than $ 40 million from accredited investors.

According to the Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

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.

It's going to take longer than that with equity crowdfunding simply because of the due diligence and information sharing that needs to occur when investors are buying a piece of a company and hoping to someday see a financial return.

Consider the unhappy experience of one East Coast software manufacturer whose chief executive retained a small and less - than - prominent investment - banking firm in his efforts to woo private - equity investors.

Most investors shy away from bonds because they yield (or return) less than equities and tend to be more complex in nature.

Of those investors whose advisors had talked to them about a crash, 62 percent believe their loss would be less than what their stated exposure to equities would suggest, the survey found.

On Monday, investors rushed into Treasuries as the S&P 500 and Dow Jones Industrial Average nosedived more than 4 percent - reversing a move on Friday when a spike in bond yields, which move inversely to prices, triggered an equity rout.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

And now that the time for revisionist history has arrived, and strategists no longer have to serve a political agenda and scare investors and traders into voting with their wallets, the research reports calling for precisely the outcome that we expected are coming in fast and furious, starting with none other than Goldman, whose chief strategist David Kostin issued a note overnight in which he says that «the equity market response to the election result will be limited» and adds that «our year - end 2016 price target for the S&P 500 remains 2100, roughly 2 % below the current level of 2140.»

«if the financial transaction tax were set at 0.1 percent per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

The most straightforward way to do the deal and what most people do is to issue the first investor 4 times more shares than the ultimate equity investor to adjust for the 4x discount in price (ie if I give you 4x the shares it's the same as though you paid 25 % of the price for the shares).

Many investors accept less than the 3.75 % rate of return to fund start - ups, sometimes in return for equity.

This type of equity investor differs from angel investors and other equity investors as the firms are primarily interested in high - value opportunities (think millions of dollars rather than thousands or tens of thousands of dollars).

Global equity investors entered 2018 seemingly happier than at any stage since the bull market began during the first quarter of 2009.

As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.

Fortune says the company has raised $ 400 million from equity sales to investors who have effectively valued the company at more than $ 9 billion.

U.S. Equity Funds enjoyed a record - breaking surge of fresh money during the second week of March, as investors shrugged off an impending U.S. rate hike and the internal struggles of Trump's administration and chased a rally that saw the benchmark Dow Jones Industrial Average Index climb more than 400 points in a day.

The sudden collapse of mainland equity markets has wiped a combined 16.35 trillion yuan ($ 2.63 trillion) off market capitalization - more than the GDP of Brazil - since a June 12 peak, dealing substantial damage to retail investors» confidence in just a few short weeks.

Venture capital and private equity investors have pumped billions of dollars into the Indian startup ecosystem over the past few years, producing more than a dozen unicorns in the process.

In that time frame, investors pulled more than $ 689 million out of U.S. equities ETFs, according to IndexUniverse's «Weekly ETF Fund Flows» report.

«By allowing investors and their financial advisers to efficiently learn about our REITs and invest directly, there is less cost involved in raising equity capital than there would be through more traditional public distribution formats,» said Amy Tait, chairman, CEO and co-founder of Broadstone, in a statement.

It has raised more than $ 4 billion in outside equity and debt financing; its investors include a Who's Who of Silicon Valley venture - capital firms (Greylock, Sequoia Capital, Andreessen Horowitz) and a number of high - profile individuals, such as Amazon founder Jeff Bezos.

Investors are more protected against a sharp fall in equity markets than at any other point since October 2008 amid Fed worries and geopolitical fears, according to a Bank of America / Merrill Lynch survey.

An offer of a stock allowing institutional investors and occasionally high net - worth individuals to buy a large percentage of a company's equity, usually at an price higher than previous offer of stock.

My rule of thumb: if there are less than a total of five founders / investors, I don't even think about equity as compensation and neither should you.

Bond funds took in more than twice the amount of investor money as equity funds did in 2017, despite being outperformed by equities six to one.

Well, it will certainly lift the rate of return investors expect from stocks, but bulls insists that with earnings growing 20 percent this year, the expected return may be sufficiently high, so that there will not be any shift out of equities, that corporations are going to make enough money to more than compensate for higher rates.

Thus, many emerging markets» growth rates in the next decade may be lower than in the last — as may the outsize returns that investors realised from these economies» financial assets (currencies, equities, bonds, and commodities).

While the pace of monetary tightening is likely to be gradual, more than a few investors are worried about the equity impact of any marginal tightening, believing that the entire edifice of today's bull market has been built on a foundation of cheap money.

The tax equity returns that investors are seeing today are very robust, and better than the cash equity returns in some cases.