6.00 Understand Financial Analysis
... • Return on Capital - A measure of how well a business generates cash flow in relation to the capital it has already invested in itself. • A. It is a measure of how well a business generates cash flow in relation to the capital (both debt and equity) it has already invested into itself. • B. It is u ...
... • Return on Capital - A measure of how well a business generates cash flow in relation to the capital it has already invested in itself. • A. It is a measure of how well a business generates cash flow in relation to the capital (both debt and equity) it has already invested into itself. • B. It is u ...
Perkins Mid Cap Value Fund (Class S)
... past. For this reason, it currently lands in the middle third of all investments with records of at least three years. However, this investment may experience larger or smaller price declines or price increases depending on market conditions. To offset some of the investment’s risk, investors may wi ...
... past. For this reason, it currently lands in the middle third of all investments with records of at least three years. However, this investment may experience larger or smaller price declines or price increases depending on market conditions. To offset some of the investment’s risk, investors may wi ...
Regime-Based Asset Allocation
... the portfolio may differ significantly in terms of security holdings, industry weightings and asset allocation from those of the benchmark. Accordingly, investment results and volatility of the portfolio may differ from those of the benchmark. Also, the indices noted in this presentation are unmanag ...
... the portfolio may differ significantly in terms of security holdings, industry weightings and asset allocation from those of the benchmark. Accordingly, investment results and volatility of the portfolio may differ from those of the benchmark. Also, the indices noted in this presentation are unmanag ...
this - Dutch Good Growth Fund
... health, housing and consumption is expected to generate direct positive impact on the quality of life of the local population including youth. Oasis will invest and help to grow at least 10 SMEs. By doing so, we estimate that Oasis will support more than 2,500 jobs in total, creating more than 1,500 ...
... health, housing and consumption is expected to generate direct positive impact on the quality of life of the local population including youth. Oasis will invest and help to grow at least 10 SMEs. By doing so, we estimate that Oasis will support more than 2,500 jobs in total, creating more than 1,500 ...
Slide 1
... • Identify companies with: • Intellectual property portfolios that position them to lead their industry into the future • Value not yet recognized or understood by the investment community – where MDB’s deep technical expertise allows early recognition of value, catalyzing future exponential market ...
... • Identify companies with: • Intellectual property portfolios that position them to lead their industry into the future • Value not yet recognized or understood by the investment community – where MDB’s deep technical expertise allows early recognition of value, catalyzing future exponential market ...
Sample Level I Multiple Choice Questions
... 5. The joint probability of events A and B is 32 percent with the probability of event A being 60 percent and the probability of event B being 50 percent. Based on this information, the conditional probability of event A given event B has occurred is closest to: A. 30.0%. B. 53.3%. C. 64.0%. 6. If ...
... 5. The joint probability of events A and B is 32 percent with the probability of event A being 60 percent and the probability of event B being 50 percent. Based on this information, the conditional probability of event A given event B has occurred is closest to: A. 30.0%. B. 53.3%. C. 64.0%. 6. If ...
Investment Update December 2011 Quarter
... Any opinions expressed in this communication constitute our judgement at the time of issue and are subject to change. We believe that the information contained in this communication is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time ...
... Any opinions expressed in this communication constitute our judgement at the time of issue and are subject to change. We believe that the information contained in this communication is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time ...
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... listed on a recognised stock exchange, allowing the business to raise capital relatively quickly and easily by allowing members of the public to buy shares. It should be noted that not all Public Limited Companies (PLC's) are listed on a stock exchange, this is because the conditions for listing are ...
... listed on a recognised stock exchange, allowing the business to raise capital relatively quickly and easily by allowing members of the public to buy shares. It should be noted that not all Public Limited Companies (PLC's) are listed on a stock exchange, this is because the conditions for listing are ...
stocks - Seattle University
... Investors buy shares of mutual funds Shares represent a claim on the investment portfolio of mutual funds Mutual funds can invest in stocks, bonds, real estate, gold, etc. etc. ...
... Investors buy shares of mutual funds Shares represent a claim on the investment portfolio of mutual funds Mutual funds can invest in stocks, bonds, real estate, gold, etc. etc. ...
Jeremy Siegel, Rob Arnott and Other Experts Forecast Equity Returns
... great importance, the CFA Institute recently convened a group of top-level academics and practitioners to forecast future ERPs – and to reflect on similar predictions they had made a decade ago. The ERP is defined as the total return, including dividends, that one can expect from a stock index over ...
... great importance, the CFA Institute recently convened a group of top-level academics and practitioners to forecast future ERPs – and to reflect on similar predictions they had made a decade ago. The ERP is defined as the total return, including dividends, that one can expect from a stock index over ...
How do you assess multi-asset funds?
... Investment Management division. Information is current as of February 3, 2014 and subject to change without notice. Alternative investments may use investment techniques and financial instruments that are considered aggressive and typically involve a high degree of risk. Such techniques may include ...
... Investment Management division. Information is current as of February 3, 2014 and subject to change without notice. Alternative investments may use investment techniques and financial instruments that are considered aggressive and typically involve a high degree of risk. Such techniques may include ...
Dan diBartolomeo
... – An equal weighted portfolio of the low sustainability stocks (high risk) in Quintile 5 produced the highest monthly mean return of 1.33%. The volatility of such this portfolio was so high at over 9% per month that the annualized compound return was only 10.9%, which is inferior to the 11.50% annua ...
... – An equal weighted portfolio of the low sustainability stocks (high risk) in Quintile 5 produced the highest monthly mean return of 1.33%. The volatility of such this portfolio was so high at over 9% per month that the annualized compound return was only 10.9%, which is inferior to the 11.50% annua ...
Chapter 10
... cost: the earnings belong to the shareholders. Unless the firm can invest those earnings at a rate of return acceptable to the shareholders, they should be paid out as dividends. • The cost of retained earnings is the required return on the firm’s common stock (rs). ...
... cost: the earnings belong to the shareholders. Unless the firm can invest those earnings at a rate of return acceptable to the shareholders, they should be paid out as dividends. • The cost of retained earnings is the required return on the firm’s common stock (rs). ...
Henderson Global Equity Income Report
... This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and ...
... This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and ...
Case Study #2 – Software Co.
... Enables employees to acquire beneficial ownership in their Company without having to invest their own money Advantage of the ESOP is that employees are able to acquire this stock without paying a current income tax on the stock The advantage to the Company is that the ESOP makes pre-tax dollars avai ...
... Enables employees to acquire beneficial ownership in their Company without having to invest their own money Advantage of the ESOP is that employees are able to acquire this stock without paying a current income tax on the stock The advantage to the Company is that the ESOP makes pre-tax dollars avai ...
RVM Achieves Ninth “Top Gun” Ranking from Effron
... changed to Robinson Value Management, Ltd. from Robinson & Wilkes, Ltd. on December 31, 2008. The Market Opportunity Composite is described as all fee-paying, fully discretionary accounts participating in market timing through long and short positions in exchange traded funds, primarily Standard & P ...
... changed to Robinson Value Management, Ltd. from Robinson & Wilkes, Ltd. on December 31, 2008. The Market Opportunity Composite is described as all fee-paying, fully discretionary accounts participating in market timing through long and short positions in exchange traded funds, primarily Standard & P ...
Cost of Capital for a Project
... The cost of capital for each project should reflect the systematic risk of that project and the target capital structure of the firm (or division) taking the project. So, – Select a publicly traded company that is comparable in terms of the risk of the underlying business/assets. – Obtain the unleve ...
... The cost of capital for each project should reflect the systematic risk of that project and the target capital structure of the firm (or division) taking the project. So, – Select a publicly traded company that is comparable in terms of the risk of the underlying business/assets. – Obtain the unleve ...
Focus on Risk Adjusted Returns
... Net exposure (long positions less your short positions) is an important indicator of potential downside risk “The other key factor is the level of gross gearing (long positions plus short positions).The Laurium Long Short fund has had an average of 150% gross exposure, which is relatively conservati ...
... Net exposure (long positions less your short positions) is an important indicator of potential downside risk “The other key factor is the level of gross gearing (long positions plus short positions).The Laurium Long Short fund has had an average of 150% gross exposure, which is relatively conservati ...
Staying Positive on Equity Market Neutral
... Quite literally, equity market neutral (EMN) strategies invest in equities while remaining neutral regarding the direction of the market. These strategies are designed to generate returns regardless of how the broad equity market performs. In practice, EMN portfolio managers combine long and short p ...
... Quite literally, equity market neutral (EMN) strategies invest in equities while remaining neutral regarding the direction of the market. These strategies are designed to generate returns regardless of how the broad equity market performs. In practice, EMN portfolio managers combine long and short p ...
Chapter 3 Accounting and Finance - McGraw-Hill
... markets exist, the market value of a company does not depend on its capital structure ◦ In other words, managers cannot increase firm value by changing the mix of securities used to finance the company ...
... markets exist, the market value of a company does not depend on its capital structure ◦ In other words, managers cannot increase firm value by changing the mix of securities used to finance the company ...
What is a Mutual Fund?
... Investing in mutual funds helps individual investors “diversify their portfolios.” Investors cannot buy a mutual fund’s shares on margin (using money borrowed from a broker to buy stock) or sell them short (sale of a stock borrowed from a broker. Short sellers believe a stock’s price will drop enabl ...
... Investing in mutual funds helps individual investors “diversify their portfolios.” Investors cannot buy a mutual fund’s shares on margin (using money borrowed from a broker to buy stock) or sell them short (sale of a stock borrowed from a broker. Short sellers believe a stock’s price will drop enabl ...
LionGlobal Asia Bond Fund
... insured by LGI or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The performance of the Fund is not guaranteed and the value of units in the Fund and the income accruing to the units, if any, may rise or fall. Past performance, ...
... insured by LGI or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The performance of the Fund is not guaranteed and the value of units in the Fund and the income accruing to the units, if any, may rise or fall. Past performance, ...
Global Absolute Return Strategies Fund
... by the fund exceeds the amount it has invested) and in these market conditions the effect of leverage will be to magnify losses. The fund makes extensive use of derivatives. The fund invests in high yielding bonds which carry a greater risk of default than those with lower yields. All investment inv ...
... by the fund exceeds the amount it has invested) and in these market conditions the effect of leverage will be to magnify losses. The fund makes extensive use of derivatives. The fund invests in high yielding bonds which carry a greater risk of default than those with lower yields. All investment inv ...
Introduction to Hansa Investment Funds What is risk?
... Latvia and Lithuania developed similar structures ...
... Latvia and Lithuania developed similar structures ...
Private equity
In finance, private equity is an asset class consisting of equity securities and debt in operating companies that are not publicly traded on a stock exchange.A private equity investment will generally be made by a private equity firm, a venture capital firm or an angel investor. Each of these categories of investor has its own set of goals, preferences and investment strategies; however, all provide working capital to a target company to nurture expansion, new-product development, or restructuring of the company’s operations, management, or ownership.Bloomberg Businessweek has called private equity a rebranding of leveraged-buyout firms after the 1980s. Common investment strategies in private equity include: leveraged buyouts, venture capital, growth capital, distressed investments and mezzanine capital. In a typical leveraged-buyout transaction, a private-equity firm buys majority control of an existing or mature firm. This is distinct from a venture-capital or growth-capital investment, in which the investors (typically venture-capital firms or angel investors) invest in young, growing or emerging companies, and rarely obtain majority control.Private equity is also often grouped into a broader category called private capital, generally used to describe capital supporting any long-term, illiquid investment strategy.