to “select data to screen on”, I select seven criteria to figure out which mutual fund that I believed is alluring to investments. My seven criteria are Morningstar Analyst Rating, Morningstar Risk, Annual Return, Year After Tax Return (no sale), Open to New Investment, Morningstar Rating and Equity Style box. Screening criterion: Morningstar Analyst Rating >= Gold Morningstar analyst rating is based on “funds past risk and load adjusted returns”. It analyzes the fund’s process, performance
Words: 780 - Pages: 4
Insider Trading at the Galleon Group The Galleon Group was one of the largest hedge fund management firms in the world, managing over $7 billion, before closing in October 2009. From greed to more greedy, and finally to destruction, this time the protagonist is Rajaratnam, he was accused of 14 securities fraud. Rajaratnam had a glorious history. He is 52 years old Sri Lanka-American, graduated from the Wharton School, he began his career in the field focusing on technology investment bank Needham
Words: 1451 - Pages: 6
StockTrak Project Summary 1. I chose to passively manage my portfolio for a number of reasons. The first reason was in order to minimize trading costs and therefore increase overall real return of my portfolio. The second reason was that finding mispriced securities is a hard task to undertake, and therefore would increase the volatility of your returns. Since I don’t have previous trading experience, I would be taking a risk by trying to outperform the market. For that reason, I decided to
Words: 1381 - Pages: 6
deposit where you invest certain sum monthly and counted as fixed deposit without the hassle of putting a lump sum value Lets look at how fixed deposit fairs when compared to different mutual fund scheme and evaluate the returns both of these financial instruments produce Fixed deposits vs. equity mutual fund: Equity markets offer highest return potential among any other asset classes i.e. if u look at Indian stock
Words: 343 - Pages: 2
UNIVERSITY OF TORONTO Faculty of Arts and Science & Rotman School of Management Final Examination, April, 2010 RSM 230H1S – Financial Markets INSTRUCTIONS: You have 2 hours for this exam. Complete your Scantron in PENCIL and use it to answer Part A of the exam. Answer Part B of the exam on this paper in the space provided. All cell phones and portable electronic devices must be turned off. Non-programmable calculators are permitted Please remain in your seats during the
Words: 2287 - Pages: 10
Cayman Islands Guide to Hedge Funds Introduction From offices in the British Virgin Islands, the Cayman Islands, Dubai, Dublin, Hong Kong, Jersey, London and Singapore, Walkers provides legal services to FORTUNE 100 and FTSE 100 global corporations and financial institutions, capital markets participants, investment fund managers and middle market companies. Walkers' Cayman office has an international reputation as the leading hedge fund and private equity fund practice in the Cayman Islands, advising
Words: 15709 - Pages: 63
of DynaTech Computers. I look forward to maintaining this busy schedule as a portfolio manager of an international equity mutual fund about ten years after obtaining my MBA. The Top School academic experience can build on my public accounting training and my multi-cultural and multi-lingual background to prepare me for work first as an equity analyst in the mutual fund industry and ultimately as a portfolio manager specializing in Asian Pacific equities. As a CPA and staff accountant with Big 6
Words: 576 - Pages: 3
the largest office stationery company in the US, marking the latest victory for activist investor Starboard Value. The deal establishes Starboard and its founder Jeff Smith as one of the most prolific and successful activists, in a sector of the hedge fund industry that has traditionally been dominated by higher-profile names such as Carl Icahn and Bill Ackman. ©Bloomberg Sign up now Office Depot shareholders will receive $7.25 in cash and 0.2188 Staples shares. The transaction values Office
Words: 741 - Pages: 3
Abbreviations IV 1 Overview of Hedge Funds Strategies 1 2 What are Emerging Markets and why are they so important? 2 3 Why do Hedge Funds invest in Emerging Markets 6 4 DWS Invest Global EM Equities LC 8 4.1 Inside the DWS Invest Global EM Equities LC fund 8 4.2 Performance of the fund 10 5 Hedge Funds Performance in EM scientific paper review 11 6 Hedge Funds Strategies in EM and Africa 12 6.1 Investment strategies in more developed EM. 16 6.2 Hedge Fund Strategies within Africa
Words: 4991 - Pages: 20
concepts. The first concept is that investor sentiment has a market wide component with the potential to affect the stock prices in the same direction at the same time. The second concept concerns about the impediments to short selling like mutual funds being prohibited by their charter or deterrence of individuals due to risks in arbitrage, limited knowledge, cost involved etc. Hence it has been rightly said that “It is not as easy to short as it is to go out and buy a stock”. They also identified
Words: 502 - Pages: 3
