DOC - Douglas Dynamics Investor Relations
... participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date. The following is a brief description of the nature and significant investment strategies of the major ...
... participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date. The following is a brief description of the nature and significant investment strategies of the major ...
The National Wealth-Income Ratio in Greece, 1974 – 2013
... generalization of a two-good wealth accumulation equation which takes into account past savings and the relative price of wealth (over the price of consumption goods), defined as a composite price index over various asset price indexes, in order to estimate the evolution of the wealth-income ratio. ...
... generalization of a two-good wealth accumulation equation which takes into account past savings and the relative price of wealth (over the price of consumption goods), defined as a composite price index over various asset price indexes, in order to estimate the evolution of the wealth-income ratio. ...
SAI - Cortina Asset Management
... earnings are usually reflected in a company’s stock price. As a non-principal investment strategy, the Funds may invest in preferred stock, including adjustable-rate preferred stock. Preferred stock is a class of stock having a preference over common stock for the payment of dividends and the recove ...
... earnings are usually reflected in a company’s stock price. As a non-principal investment strategy, the Funds may invest in preferred stock, including adjustable-rate preferred stock. Preferred stock is a class of stock having a preference over common stock for the payment of dividends and the recove ...
The Changing Chemistry Between Hedge Funds and Investors
... more than HNWIs, who see return enhancement as a greater driver for hedge fund investment. Increasingly, the drive for yield in the era of low interest rates is leading institutional firms into more diverse strategies, so investing in hedge funds has become relatively mainstream. For fund managers, ...
... more than HNWIs, who see return enhancement as a greater driver for hedge fund investment. Increasingly, the drive for yield in the era of low interest rates is leading institutional firms into more diverse strategies, so investing in hedge funds has become relatively mainstream. For fund managers, ...
Information about Financial instruments
... In the part entitled “Types of investment”, you will find information on the safety, liquidity and profitability of the different kinds of instruments. You should try to achieve an appropriate balance between these criteria by weighing them according to your personal investment objectives. The descr ...
... In the part entitled “Types of investment”, you will find information on the safety, liquidity and profitability of the different kinds of instruments. You should try to achieve an appropriate balance between these criteria by weighing them according to your personal investment objectives. The descr ...
How to assess a manager recovery skill - ORBi
... In this section, we compare the ranking of all the risk measures we have selected with each others. We compute the risk measures for the 4,136 mutual funds in our data set over the entire period (January 2000 to March 2010). We then rank the mutual funds according to their level of risk for each ris ...
... In this section, we compare the ranking of all the risk measures we have selected with each others. We compute the risk measures for the 4,136 mutual funds in our data set over the entire period (January 2000 to March 2010). We then rank the mutual funds according to their level of risk for each ris ...
Investment Style and Process - Qualified Financial Services
... 1.Source: Franklin Templeton Investments (FTI), as of 06.30.12, unless otherwise noted. Assets under management (AUM) combines the U.S. and non-U.S. AUM of the investment management subsidiaries of the parent company, Franklin Resources, Inc. [NYSE: BEN], a global investment organisation operating a ...
... 1.Source: Franklin Templeton Investments (FTI), as of 06.30.12, unless otherwise noted. Assets under management (AUM) combines the U.S. and non-U.S. AUM of the investment management subsidiaries of the parent company, Franklin Resources, Inc. [NYSE: BEN], a global investment organisation operating a ...
hussman strategic dividend value fund
... hedges using indices that are correlated, though perhaps imperfectly, with the stocks owned by the Fund. These may include indices of U.S. stocks such as the Standard & Poor’s 500 Index. The portion of the Fund’s net assets invested at any given time in securities of issuers engaged in industries wi ...
... hedges using indices that are correlated, though perhaps imperfectly, with the stocks owned by the Fund. These may include indices of U.S. stocks such as the Standard & Poor’s 500 Index. The portion of the Fund’s net assets invested at any given time in securities of issuers engaged in industries wi ...
How Do Private Equity Investments Perform Compared to Public
... How Do Private Equity Investments Perform Compared to Public Equity? forthcoming Journal of Investment Management ROBERT S. HARRIS, TIM JENKINSON, and STEVEN N. KAPLAN ABSTRACT The merits of investing in private versus public equity have generated considerable debate, often fueled by concerns about ...
... How Do Private Equity Investments Perform Compared to Public Equity? forthcoming Journal of Investment Management ROBERT S. HARRIS, TIM JENKINSON, and STEVEN N. KAPLAN ABSTRACT The merits of investing in private versus public equity have generated considerable debate, often fueled by concerns about ...
Glossary of the Capital Market
... (4) Risk arbitrage applies the principles of risk offset to mergers and other major corporate developments. The risk offsetting position(s) do not insulate the investor from certain event risks (such as termination of a merger agreement on the risk of completion of a transaction within a certain tim ...
... (4) Risk arbitrage applies the principles of risk offset to mergers and other major corporate developments. The risk offsetting position(s) do not insulate the investor from certain event risks (such as termination of a merger agreement on the risk of completion of a transaction within a certain tim ...
managed futures and hedge funds: a match made in
... is true for kurtosis. Although (under the assumptions made) hedge funds offer a somewhat higher expected return, from an overall risk perspective, managed futures appear to be better diversifiers than ...
... is true for kurtosis. Although (under the assumptions made) hedge funds offer a somewhat higher expected return, from an overall risk perspective, managed futures appear to be better diversifiers than ...
Measuring the Benefits of Option Strategies For Portfolio Management
... distribution of cash flows has a natural motivation: the avoidance of financial distress. Suppose for example that a petroleum company with no inventory offers long term contracts to supply heating oil at a fixed price. If the future spot price is lower than the fixed price, the company can purchase ...
... distribution of cash flows has a natural motivation: the avoidance of financial distress. Suppose for example that a petroleum company with no inventory offers long term contracts to supply heating oil at a fixed price. If the future spot price is lower than the fixed price, the company can purchase ...
the fragile capital structure of hedge funds and the
... that were fundamentally sound, at least with asset fundamentals and capital requirements that appeared adequate before collapse. Even so, investors still decided to run, worried that the liquidity of these …nancial institutions was insu¢ cient to meet massive withdrawals and assets would have to be ...
... that were fundamentally sound, at least with asset fundamentals and capital requirements that appeared adequate before collapse. Even so, investors still decided to run, worried that the liquidity of these …nancial institutions was insu¢ cient to meet massive withdrawals and assets would have to be ...
Morgan Creek Capital
... other killer diseases, and an endless variety of wars. Who needed a long-term investment plan when no one ever reached retirement age? A career committed to the laborious acquisition of wealth over time was perhaps less appealing than taking a chance on some get-rich-quick commercial venture.” Newly ...
... other killer diseases, and an endless variety of wars. Who needed a long-term investment plan when no one ever reached retirement age? A career committed to the laborious acquisition of wealth over time was perhaps less appealing than taking a chance on some get-rich-quick commercial venture.” Newly ...
The High Dividend Yield Return Advantage
... Krishna Ramaswamy of Bell Labs, discovered a strong correlation between expected pre-tax returns and dividend yields of common stocks. They reasoned that investors would demand superior pretax returns from dividend paying securities to compensate for the higher tax rates applied against their divide ...
... Krishna Ramaswamy of Bell Labs, discovered a strong correlation between expected pre-tax returns and dividend yields of common stocks. They reasoned that investors would demand superior pretax returns from dividend paying securities to compensate for the higher tax rates applied against their divide ...
New trading risk indexes - The Department of Economics
... Tel: (++352) 46 66 44 674; Fax: (++352) 46 66 44 633; E-mail: [email protected] ...
... Tel: (++352) 46 66 44 674; Fax: (++352) 46 66 44 633; E-mail: [email protected] ...
- CAIA Association
... interest to most plan sponsors. We used gross returns because institutional fees vary across mandates of varying sizes, allowing the reader to adjust the results based on their own appropriate fee assumption. We grouped and categorized our analysis by the number of stocks, rather than Active Share. ...
... interest to most plan sponsors. We used gross returns because institutional fees vary across mandates of varying sizes, allowing the reader to adjust the results based on their own appropriate fee assumption. We grouped and categorized our analysis by the number of stocks, rather than Active Share. ...
Screening for Growth and Value Based on “What Works on Wall
... American, Nasdaq National Market, and Nasdaq Small Cap exchanges. The large cap group was determined by selecting stocks whose market capitalization was greater than the average for the overall universe. Typically only about 16% of the companies pass this filter because few very large firms push up ...
... American, Nasdaq National Market, and Nasdaq Small Cap exchanges. The large cap group was determined by selecting stocks whose market capitalization was greater than the average for the overall universe. Typically only about 16% of the companies pass this filter because few very large firms push up ...
Systemic risk of UCITS investment funds and financial market
... 2014). Investment funds differ in investment strategy, which is defined by the fund type, organisational framework and legal treatment. UCITS investment funds (Undertakings for Collective Investment in Transferable Securities), the subject study of this paper, represent investment funds of a single ...
... 2014). Investment funds differ in investment strategy, which is defined by the fund type, organisational framework and legal treatment. UCITS investment funds (Undertakings for Collective Investment in Transferable Securities), the subject study of this paper, represent investment funds of a single ...
Infrastructure Investments - ForUM for Utvikling og Miljø
... and predictable returns over the longer-term. When compared to equity investments over the long-term, infrastructure assets show lower level of price volatility and thus can provide a steady return throughout the economic / investment cycle. Inclusion of unlisted infrastructure investments in partic ...
... and predictable returns over the longer-term. When compared to equity investments over the long-term, infrastructure assets show lower level of price volatility and thus can provide a steady return throughout the economic / investment cycle. Inclusion of unlisted infrastructure investments in partic ...
Document
... This Portfolio is managed using a multi-manager process. The current sub-advisor or underlying mutual fund manager for each mandate is listed beside the mandate for which it provides portfolio management / sub-advisory services. This Portfolio invests in underlying mutual funds (which may be managed ...
... This Portfolio is managed using a multi-manager process. The current sub-advisor or underlying mutual fund manager for each mandate is listed beside the mandate for which it provides portfolio management / sub-advisory services. This Portfolio invests in underlying mutual funds (which may be managed ...
The Future Of Collective Investment Schemes In
... conducive macroeconomic environment that will support the development of and consequently lead to an increase in listings and investors, which will require more investible instruments. ...
... conducive macroeconomic environment that will support the development of and consequently lead to an increase in listings and investors, which will require more investible instruments. ...
Seasons Series Trust - Mid Cap Value Portfolio - Annuities
... Principal Investment Strategies of the Portfolio The Portfolio attempts to achieve its investment goal by investing, under normal circumstances, at least 80% of net assets in equity securities of medium-capitalization companies selected through a value strategy. Medium-capitalization, or mid-cap, co ...
... Principal Investment Strategies of the Portfolio The Portfolio attempts to achieve its investment goal by investing, under normal circumstances, at least 80% of net assets in equity securities of medium-capitalization companies selected through a value strategy. Medium-capitalization, or mid-cap, co ...
Weak-form Market Efficiency of Shanghai Stock Exchange: An
... second approach, we attempt to predict the future rates of return to the portfolios on the basis of risk variables estimated in previous periods. The empirical results suggest that there is no positive or linear relation existing between the individual stocks’ returns and their market betas, and tha ...
... second approach, we attempt to predict the future rates of return to the portfolios on the basis of risk variables estimated in previous periods. The empirical results suggest that there is no positive or linear relation existing between the individual stocks’ returns and their market betas, and tha ...
The Impact of Post- Financial Crisis Regulations
... determine the maximum number of investors, size of the fund, geography and sector(s) in which to invest in. Furthermore, a specific team is assembled by the managers too asses potential investments and/or to provide portfolio companies with business support. They will look for investment opportuniti ...
... determine the maximum number of investors, size of the fund, geography and sector(s) in which to invest in. Furthermore, a specific team is assembled by the managers too asses potential investments and/or to provide portfolio companies with business support. They will look for investment opportuniti ...