Miller and Value Trust Background Information Bill Miller is one of the most renowned professional fund managers. This can be proven by the outperformance of the Value Trust‚ which is managed by him‚ compared to its benchmark index‚ the Standard & Poor’s 500 Index (S&P 500)‚ for an astonishing 14 years in a row; and this marked the longest streak of success for any manager in the mutual-fund industry. By the middle of 2005‚ Value Trust is worth $11.2-billion. Bill Miller’s approach to investment
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Kmart‚ Sears and ESL: How a Hedge Fund Became one of the World’s Largest Retailers 1. Describe recent trends in the hedge fund and private equity industry and the growing overlapbetween the two. A: Hedge funds‚ historically‚ were more interested in the buying and short selling of defaulted ornear-default bonds within a few weeks or months. This strategy was more of a short-term‚ exit-focused strategy. Now‚ however‚ some hedge funds are becoming more interested in therestructuring and long-term
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years and eventually gets paid out to cover a beneficiaries school tuition and expenses. CAP paid out huge commissions to agents‚ so that in some cases out of PHP30‚000 that a customer paid in‚ only PHP15‚000-20‚000 actually went into the “trust fund” that had to grow to pay off the future tuition fees. CAP sold open-ended educational plans‚ and that the rise in fees distorted the actuarial assumptions. Holders of this type of plan can go to the most expensive schools but they pay a higher
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institutions such as mutual funds and insurance companies. As to attract investors‚ issuing bonds is seems to be less risky than shares and they may be willing to purchase them. The investors will invest a specific amount of money in the company for a specific period of time and they will get interest payment from the company in return. When the bond matures‚ the bondholders will be repaid at the original price of the bonds they have bought before. The company who in need of funds can continue issuing
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FINANCIAL PLANNING REPORT FOR MR.AJAY SHARMA Prepared By TABLE OF CONTENTS Contents: Page nos. Assumptions & Risk Profile -------------------------------------------------------------------------------------------------------------------------------------------3 Asset Allocation Bucket --------------------------------------------------------------------------------------------------------------------------------------------------4 Existing Investments Review ---------------------------
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A PROJECT REPORT ON PORTFOLIO MANAGEMENT AND MUTUAL FUND ANALYSIS FOR IDBI BANK SUBMITTED TO UNIVERSITY OF PUNE IN PARTIAL FULFILLMENT OF 2 YEARS FULL TIME COURSE MASTERS IN BUSINESS ADMINISTRATION (M.B.A) SUBMITTED BY MAYUR M. SHUKLA (BATCH 2006-07) BRACT S VISHWAKARMA INSTITUTE OF MANAGEMENT PUNE - 411048 [1] ACKNOWLEDGEMENT This project bears imprint of all those who have directly or indirectly helped and extended their kind support in completing this project. At the time
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CHAPTER –TWO BACKGROUND AND OVERVIEW OF ICB 2.1. Historical Background of ICB Investment Corporation of Bangladesh (ICB) is an investment bank. An Investment Bank is a financial institution which mobilize fund from the surplus economic units by selling securities and deployed funds to the deficit economic units also by buying or underwriting share and securities. After liberation in view of social economic changes‚ the scope for private sector investment in the economy was kept limited by
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organizational set up of mutual funds? 2. Explain offshore funds and money market mutual funds? 3. What is NAV? How is it benefits the investors? 4. Explain credit rating system? And its use? 5. Explain the various processes involved in credit rating agencies? 6. What are the benefits of CRA’s? Who are the beneficiaries of the rating services? Part – B 1. Explain the concept of mutual fund and its types? 2. Write note on the evolution and development of mutual fund industry in India? Unit
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Objectives: • To evaluate the successes and failures of implenting STP; • To discuss the competative advantages provided by STP in global equity markets with competitive examples from the; Equity markets…. • To discuss the experiences of Solution Build Vs Buy decision by organizations that are STP Compliant Straight-through processing (STP) is the most complex endeavor the industry and individual firms have ever undertaken. STP is a necessary next step to improve efficiency within the
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investments in three categories: lump-sum stocks‚ government bonds and high growth mutual funds. But‚ he is not sure of how much money he should invest in each category. He gave the guidelines that at least 10% of the total money should be invested in each of those options and the investment in any of the above category should not exceed 40% of the total investment. He also mentioned that investment in mutual funds should be at least twice the amount invested in stocks. Pina‚ on the other hand
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