Sentences with phrase «value equity manager»
The former is a value oriented manager associated with the Janus Funds with 20 billion AUM while the latter is «a quantitative value equity manager providing active management for institutional investors» with $ 58 million AUM.
https://longtermvalue.wordpress.com/ Not exact matches
«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.
Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.
Four common strategies used by hedge fund managers include: long - short equity, relative value, event driven and global macro.
Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.
Target approximately 30 small to mid-sized US company equities that the manager believes are equity investment opportunities using a value approach.
Prior to joining Montgomery, George was an investment analyst at Private Portfolio Managers where he covered global equities across various industries, using a value investing framework.
Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.
As a value equity portfolio manager, Nevin is responsible for buy and sell decisions, portfolio construction, and risk and cash management.
The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.
Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.
Benjamin Stone, IIMR, is an investment officer and international equity value portfolio manager at MFS Investment Management ® (MFS ®).
Nevin Chitkara is an investment officer and a value equity portfolio manager at MFS Investment Management ® (MFS ®).
Skagen is an independent boutique fund manager as part of Storebrand Group, focused on long only value equity and fixed income investments.
Sponsored by: Center for Value Investing and Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand Faces.
Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer1, and co-Portfolio Manager for Opportunity Equity and Income Strategy.
Grace Hoefig, research analyst and portfolio manager for Franklin Equity Group ®'s US Value Equity team, says that recent stock market dips have presented value opportunities in some market sectors, but, as through all market conditions, a little patience and a lot of research and flexibility are required to uncover Value Equity team, says that recent stock market dips have presented value opportunities in some market sectors, but, as through all market conditions, a little patience and a lot of research and flexibility are required to uncover value opportunities in some market sectors, but, as through all market conditions, a little patience and a lot of research and flexibility are required to uncover them.
Karen is the lead equity portfolio manager for the firm's Value approach.
Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced IncomeEquity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced IncomManager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Incommanager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced IncomeEquity Income Fund and the equity portion of the Hartford Balanced Incomeequity portion of the Hartford Balanced Income Fund.
A bull run for global equity markets, including the local sharemarket, swelled the coffers of the asset manager as investors piled into shares and the value of its funds under management grew.
Retz Reeves is the international equities portfolio manager at Islamorada Investment Management (IIM) and utilizes a value - based approach.
Nick Kirrage, Fund Manager, Equity Value, said the hitherto highly constructive opportunity set for value investors in the US has dried up with a handful of opportunities remaining in reValue, said the hitherto highly constructive opportunity set for value investors in the US has dried up with a handful of opportunities remaining in revalue investors in the US has dried up with a handful of opportunities remaining in retail.
James H. Shakin, CFA, Senior Managing Director and Equity Portfolio Manager, is the portfolio manager for the Hartford International ValuManager, is the portfolio manager for the Hartford International Valumanager for the Hartford International Value Fund.
This flexibility also allows us to bring our equity and credit investment research together to analyze a company and determine which securities offer the most value for the portfolio,» said Ed Perks, lead portfolio manager of Franklin Income Fund and director of portfolio management for the Franklin Equity equity and credit investment research together to analyze a company and determine which securities offer the most value for the portfolio,» said Ed Perks, lead portfolio manager of Franklin Income Fund and director of portfolio management for the Franklin Equity Equity Group.
The median MER of a Canadian bond fund is about 1.5 %, and while that's lower than most equity funds, bonds offer fewer opportunities for active managers to add value.
Karen is the lead equity portfolio manager for the firm's Value approach.
The argument of a full - or over-valuation of stocks backfires when applied to the existing equity holdings of a fund: If at present the manager does not want to use the surplus cash to add to these positions, this implies that they have a limited appreciation potential, are fully valued or even over-valued.
The recurring problem, which Alpholio ™ addressed in several prior posts, is that managers in some equity funds (especially value strategies) hold a large percentage of assets in cash.
He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Stravalue portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value StraValue Strategy.
He's co-Portfolio Manager of the TETON Westwood Mighty Mites Fund, a value fund which primarily invests in micro-cap equity securities and he has over 20 years of experience researching small, micro and nanocap companies.
Chief Portfolio Manager Value Equities - Sparinvest Jens Moestrup Rasmussen is the Chief Portfolio Manager and Head of the Sparinvest Value Equities team with more than 25 years of financial market experience.
In 2001 he was promoted to lead portfolio manager of the Sparinvest Global Value fund, and was also appointed Head of Equities.
From 1994 to 2003 he was the first manager of the U.S. Value Equity Strategy and the Value Fund, and he was a founding member of the team managing the U.S. Large - Cap Value Equity Strategy from 2000 to 2015.
Managers of two value - based equity funds get gold medals from the renowned German rating agency, Sauren.
The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.
Usonian Investments, a Japanese equity manager located in Chicago and Tokyo, has launched the Usonian Japan Value UCITS Fund on Skyline Umbrella Fund ICAV platform, with initial capital of GBP 73.7 million.»
Jim is an equity portfolio manager on the Opportunistic / Mid Cap Value Team, which searches for value - oriented, low P / E securiValue Team, which searches for value - oriented, low P / E securivalue - oriented, low P / E securities.
If the broad US equity markets fell 25 % over a 12 month period and my portfolio fell by 20 %, would I act like a typical mutual fund manager and point out that I beat the market by 5 % or would I be upset that my portfolio value fell by 20 %?
Narhi is portfolio manager of the Pender U.S.. All Cap Equity Fund and the Pender Strategic Growth and Income Fund, as well as co-manager of the flagship Pender Value Fund.
Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM's U.S. value equity team in New York.
The Hennessy Equity and Income Fund Portfolio Managers share their thoughts on today's market, interest rates and where they are finding value.
Yes, Clinton Group gets a «free» equity ride for contributing its expertise; it's a low - cost way to launch an alternative asset manager that will be valued in the stock market, but they have every incentive to make it work.
Andrew M. Corry, CFA, Andrew is a portfolio manager in Global Equity Portfolio Management on the International Contrarian Value Team.
Edward is head of the Quality Value Team and an equity portfolio manager at Wellington Management.
Here's an example from American Capital Agency's (NASDAQ: AGNC) 2013 annual filings:» [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»
'' [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»
Before joining the Firm, Sharpe was International Equities Portfolio Manager at the State Teachers Retirement System of Ohio, where he managed a $ 2 billion value portfolio.
The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin - Offs.
The last phase for Buffett is not large cap value manager, but private equity manager / conglomerateur.
These include four equity ETFs tracking new indexes based on Morningstar's CPMS strategies, which advisors and portfolio managers use to select dividend, value and momentum stocks.