Sentences with phrase «values of equity investments»

Decreases in values of equity investments can have a material adverse effect on our consolidated book value per share.

De Bortoli wines, one of Australia's largest family - owned wine groups, has slumped to a $ 24.7 million full - year loss after export sales were crunched by the strengthening dollar and the value of its equities investment portfolio sank by nearly $ 50 million.

Even though long - term returns may be higher on average for equity investments, there is a risk that the value of equity investments might fall at any time so your investment is worth less than the amount you paid for it.

Not exact matches

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

What I have learned from many years of working with tech - enabled growth companies; on both sides of mergers and acquisitions; and angel, private equity and venture capital investments, is that accretion of IP value is the key element to supporting overall enterprise value — representing scalability in phases of rapid growth and supporting attractive multiples during the fundraising and exit phases.

Finally, via the new ERP system, the private equity fund will be able to provide better data and show the value of this investment to the next buyer.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

Per the Journal, Elliott's investment is about 2 percent of EMC's total equity value of $ 55 billion and would make Elliott the fifth largest shareholder in the Hopkinton, Mass. — based company.

Your goal is to diversify your net worth by making public equity investments equal to no more than 50 % of your net worth because you realize the value of various asset classes.

The MSCI USA Indexes part of the Global Equity Indexes - reflect the full breadth of investment opportunities within the US equity markets by market capitalization size, by value and growth investment styles and by sectors and indusEquity Indexes - reflect the full breadth of investment opportunities within the US equity markets by market capitalization size, by value and growth investment styles and by sectors and indusequity markets by market capitalization size, by value and growth investment styles and by sectors and industries.

Prior to joining ValueAct Capital in January 2011, Mr. Hale was a Principal with The Parthenon Group, working in both the Boston and Mumbai offices of Parthenon's strategic consulting practice, as well as in an investment role at Parthenon's long - short public equity vehicle, Strategic Value Capital.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

It is not clear how much ADT Caps is valued at now, but industry sources say a private equity firm typically looks for a return of at least twice its initial investment, which means a sale of the business could potentially fetch around $ 4 billion.

Z Capital Partners, LLC («ZCP») is the private equity arm of Z Capital and pursues a value - oriented, opportunistic approach in private equity that includes making control investments in companies that involve turnarounds, corporate carve - outs, growth platforms, go - private transactions, and restructurings.

Financial risk: The potential for gain or loss on a financial level measured in terms of revenue, return on investment, return on equity, shareholder value, profitability, debt level, capital expenditures and free cash flow.

Our portfolio values both balance and flexibility and includes a global mix of large -, mid -, and small - cap equities, hedge funds, venture capital and alternative investments.

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

It has even recovered the value of a $ 2 billion preferred equity investment into the holding company of bankrupt Brazilian tycoon Eike Batista by claiming assets including a Colombian gold mine and a key port.

It also addresses transactions in which an entity incurs liabilities in exchange for goods or services that are based on the fair value of the entity's equity instruments or that may be settled by the issuance of those equity investments.

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.

In these roles, he has led the identification, negotiation, and integration of numerous acquisitions representing over $ 3B in transaction value, divestitures representing over $ 300M of transaction value, and equity investments representing over $ 100M of invested capital.

It can be painful and costly waiting to be proved right — another reason for having not only diversified assets, but diversified equities with a mixture of e.g. defensive and aggressive styles, geographical diversification and investment styles e.g. value and quality.

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.

Goldman Sachs raised $ 21.5 billion in 88 equity deals in 2013, including the $ 2.1 billion IPO of social media giant Twitter in November, which was a higher value than any other investment bank, according to Dealogic.

Sid Choraria joined Amiral as Head of Asian equities research in Singapore to adopt Amiral Gestion's value investment process in the inefficient Asian equity markets.

Specifically, a plaintiff seeking to challenge an equity QE program would have to show that he had been injured in some personal and tangible way, not merely that the value of his portfolio had declined (which presumably would also have happened to others pursuing a similar investment strategy).

Skagen is an independent boutique fund manager as part of Storebrand Group, focused on long only value equity and fixed income investments.

Amjad Ahmad, Senior Managing Director and Head of Alternative Investments at NBK Capital commented, «We will continue to focus on middle market private equity investments where we believe there are significant opportunities to drive value aInvestments at NBK Capital commented, «We will continue to focus on middle market private equity investments where we believe there are significant opportunities to drive value ainvestments where we believe there are significant opportunities to drive value and returns.

8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «Global Value Equity Investing»

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.

This is a big enough tax hit that owners are often left with little equity to acquire another investment property of similar or greater value, or they simply choose not to sell.

Some charities and donor - advised fund providers may be able to hold private equity or venture fund interests until scheduled termination dates in order to realize full value of the investment.

Similarly, the note's valuation cap establishes a maximum value of the company at that future financing, which also potentially allows noteholders to convert their investment into equity at a more favorable price per share.

These investments represent more than 1/3 of POT's equity value.

While the value resurgence represents a potentially strong tailwind for non-US equities, there are a number of fundamental pillars of support for the non-US investment case as well.

Equity markets play a minor and easily replaceable role in funding investment, and the effect of current values on wealth is almost entirely psychological.

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.

The final chart compares gross cumulative values of $ 1 initial investments in SACEVS Best Value using either either SPY or Top 1 for equity exposure over the available sample period (14 years).

Here, the team takes a look at the events driving global equity market action so far this year, and shares their value - oriented investment strategy in light of the conditions they currently see.

«It is a very strong result from both the food and liquor businesses, which are the key value drivers in the Woolworths Group,» said Perpetual Investments head of equities Paul Skamvougeras.

a) the value of any imported goods; b) the value of any imported services, including management services; c) any amounts remitted out of Zambia whether unrequited (gratuitous) or otherwise; d) the amounts, if any, deposited abroad but generated by a person resident in Zambia from the supply of goods produced or services rendered in Zambia; e) loans granted to non-residents; f) trade credits from non-residents; g) investments made in the form of equity outside Zambia by persons resident in Zambia; and h) investments made in the form of debt securities outside Zambia by persons resident in Zambia.

a) the value of any goods or services exported out of Zambia; b) profits or dividends received in respect of investments abroad; c) borrowings from non-residents; d) trade credits to non-residents; e) investments in the form of equity from abroad; f) investments in the form of debt securities from abroad; and g) receipts of both principal and interest on loans to non-residents.

The additional equity investment reflects recognition of the continued value of the project to stakeholders.

For an investment portfolio of $ 1,325 per share, at 7 % tax equivalent returns, Markel should earn $ 93 per share in equity next year, growing book value by 17 % ($ 93 per share added to $ 543 per share).

It is important to note that the transfer of any investments (such as equities) is done at current fair market value.

Here, the team takes a look at the events driving global equity market action so far this year, and shares their value - oriented investment strategy in light of the conditions they currently see.

I have been investing in the following SIPs since 3 months with an additional investment of 1 lakh each on every fund: • Birla Sunlife Frontline Equity (Regular Growth)-- 10000 • Tata Balanced Fund (Regular Growth)-- 10000 • ICICI Pru Value Discovery (Regular Growth)-- 15000 • UTI Midcap Fund (Regular Growth)-- 15000 I wish to invest 25lakhs in MF to get regular income after 3 years through SWP.