Sentences with phrase «who run the portfolio»

I get that strategy, but I still think we need folks like you, Neerav «Relinquisher» Kingsland, and our friends at CRPE who run the Portfolio District Network, to help education leaders plan for a future with a different district structure that's capable of delivering better results.

Not exact matches

John Rogers, who runs the Ariel Funds in Chicago and was in Omaha for the Berkshire meeting, said he has 15 % of his portfolio in cash, up from a typical 5 %.

I spoke with Mabus yesterday, who told me he plans to help GV portfolio companies scale their teams, instill cultures, and run large organizations.

Bill Gross, the legendary investor who once ran the world's biggest bond fund and now manages a portfolio at Janus, fanned the flames Tuesday.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Constrained fund sizes do present a challenge to fund managers who think they have a home run brewing in their portfolio.

Cohen, who typically manages $ 2 billion to $ 3 billion in what is known as the Cohen Account, has cut his trading to the lower end of that range and has given more money to deputies who help him run the portfolio, three of the people said.

It's not all doom and gloom for Canadian stocks / Financial Post «It has been a tough run for Canadian investors, especially those who have stayed closer to home when it comes to their equity portfolios.

Buffett also said that two investment managers who recently joined the company, Todd Combs and Ted Weschler, «will be handling a few billion dollars in 2012, but they have the brains, judgment and character to manage our entire portfolio» when he and Charlie Munger, Berkshire's vice chairman, are no longer running the company.

If I ever get to FIRO, I guess I would travel a little, but then I would teach dance, hopefully run a local bar and manage the managers who manage my real estate portfolio..

Investors who have experienced the price run - up in the bond market but who have not marked down their forward expected portfolio rate of return are making, in our view, a possibly fatal mistake.»

There are a few: Norbert Lou (who fittingly runs a fund named Punch Card) has built an outstanding track record of beating the market handily while making very few investments (his current portfolio consists of just three stocks and he makes very few new investments).

Our friend Connor Leonard who runs the public market portfolio at Investors Management Corporation has developed an excellent framework for thinking about moat outcomes.

A property investor who began his City career at Warburg before a spell running the pension fund at Courtaulds, Oakeshott runs his own business OLIM Property managing commercial property portfolios for pension funds, investment trusts and charities.

Now Kuntz, who has added writing journal articles reviewing the state of GMO research to his portfolio of academic activities, talks to the press and runs a blog on the issue — which has, of course, attracted offensive commentaries.

Nicolas Cage continues his portfolio - fattening run of action flicks with «Season of the Witch,» a medieval - set adventure thriller about a pair of returning Crusaders who stagger back from the war to discover their homeland ravaged by the plague — and are charged by their town elders with transporting a suspected witch to a faraway land.

The Portfolio Network meeting is an annual gathering of innovative district, charter school, community, and civic leaders from across the country who are figuring out how to run and oversee autonomous schools of choice in ways that ensure all families have good options and the system operates fairly.

In addition, this state's largest charter authorizer, Miami - Dade — run by the terrific Assistant Superintendent Tiffanie Pauline, who happens to be a Black woman — oversees a strong portfolio of schools and is leading efforts to focus more heavily on student outcomes and promoting transparency.

Third graders who do not demonstrate proficiency on the state assessment or the portfolio tests will be given one final life preserver in the form of summer reading camps that will run three hours a day for six weeks.

In CRA's view, someone who spends a significant portion of their time, efforts and training on their investment portfolios is more likely to be running a business than someone who has less knowledge and takes a passive approach to their money.

Mr. Maida, who oversees $ 125 - million in assets, has raised cash levels to 55 per cent in the portfolio he runs for wealthy individuals and foundations.

Small wonder that even the portfolio managers who run the funds donâ $ ™ t â $ œeat their own cooking.â $ Among 4,356 equity funds, 2,314 managers own no shares â $» none â $» in the funds they manage.

Funds are run by portfolio managers overseen by a Board of Directors who operate for the benefit of the shareholders.

So, if a diversified portfolio is a good thing in the long run and ETFs are a way to create a diversified portfolio, what should you look for when you evaluate a broker who specializes in ETFs?

Superior performance in the long run requires a disciplined operating system supported by logical inputs.As a professional money manager I have succesfully employed quantitative screening techniques in the management of institutional and personal portfolios for more than thirty years.The methods used would be recognizable to anyone who has studied the screening programs provided by AAII.The individual investor can win the investment game.

Not to preach at all, but, Homerun has various investment avenues to substantiate their portfolio, but from what I have researched, their Pay Off Your Mortgage program has been running with great success for over 8 years now and I've spoken with two current and one previous client who all claim they have made 12 % religiously and paid down their mortgages significantly!

Ignoring market risk can be worrisome for portfolios financed with borrowed money; for portfolios run by managers with a trading mentality; for portfolios run by managers who do not study individual securities in depth; and by managers who believe that the market knows more than they do about any individual security, e.g., believers in MCT.

That's why I'd fire any advisor who does not recommend cautious additions to your portfolio when everybody else is running for the hills.

There is something they all have in common — they are or were all excellent stock pickers who usually ran a concentrated portfolio to generate market beating returns.

Of course, there are some who would say that simply running a passive Couch Potato portfolio or even just flipping a coin when deciding what to invest in is a lot easier and often more profitable to an investor's bottom line.

Truly active managers are those who run concentrated portfolios, who rely on their judgment to pick stocks rather than manage a diverse portfolio that hugs an index to reduce tracking error.

He said: «Advisors who help their clients to re-adjust their portfolios today have the opportunity to help their clients retain potential for investment gains should the bull market run longer and still be well - positioned if market volatility continues and / or we see a pullback and price consolidation.

Just keep in mind it's always a good idea to run your retirement plan by a financial advisor, who can stress - test your portfolio under various scenarios.

Long - time readers are likely familiar with Connor Leonard, but for those who don't know him, Connor is a good friend of mine who runs the public securities portfolio -LSB-...]

In 2000, I remember going to a CMBS Conference where there was a young woman from Principal Financial, who ran their CMBS portfolio.

That is, someone who retirees with $ 1 million in his portfolio can take out $ 40,000 to cover living expenses each year with virtual certainty that he will not run out of money for 30 years (taking a 65 - year old retiree to age 95).

Manager Will Danoff, who has run the fund since 1990, is filling the portfolio with businesses that are expected to get a boost from rising interest rates, including Berkshire Hathaway and Wells Fargo.

Who cares if volatility wrecks havoc to your portfolio over the short run — it doesn't make a difference because you're not thinking of selling within the next couple of years anyway.

But it is in our national interest to restore rights to equity holders who have seen their portfolios crushed at the hands of managements run amok.

Institutional investors aren't selling their bond funds carrying more credit risk, according to Monaghan, who runs high - yield bond portfolios for pension funds, endowments and foundations.

Long - time readers are likely familiar with Connor Leonard, but for those who don't know him, Connor is a good friend of mine who runs the public securities portfolio at Investors Management Corporation.

With NestWealth, it's run by Randy Cass who's a former portfolio manager at TD, so it's not like it's just some random new person.

You know, the typical background of someone who runs a villa portfolio.

They're also richer and more interested in investing more of their portfolio in real estate,» says Moore - Moore, who will run the session titled «Luxury Home Market — Experts Share Their Secrets» Wednesday at 1:30 p.m.

NRF's Healthcare portfolio is being run by James F. Flaherty III who was previously the CEO of HCP, Inc. (NYSE: HCP).