Adrian Whittingham Head of Retail Concentrated is better High dividend yield equals safety You have to be small to be good Cap weighted indices are hard to beat Martin Conlon…
1. TANDEM PORTFOLIO 2. TANDEM BOND PORTFOLIO COMPOSITE DURATION YTM PRECENTAGE DURATION COMPOSITE YTM Templeton Global Fund 4.63 4.66% 10.00% Templeton Global Total Return…
1. PORTFOLIO MANAGEMENT Managing Individual Investor Portfolio By ShoaibChatta 2. Client Profile Mr. & Mrs. Johnson Politically and financially stable country GDP 8%,…
1. JOURNAL OF EDUCATION FOR BUSINESS, 85: 107–113, 2010Copyright C Heldref PublicationsISSN: 0883-2323DOI: 10.1080/08832320903258592Returns-Based Style Analysis: An Excel-BasedClassroom…
1. Passive versus Active Management Passive equity portfolio management Long-term buy-and-hold strategy Usually tracks an index over time Designed to match market performance…
Slide 1Focused strategy resulted in continued pace of sales Q1 - 2007 Ray Mauritsson, CEO Fredrik Sjöstrand, CFO Slide 2 This is Axis Q1 2007 The market The future Todays…
1.® Rahul Pagaria,2013 Value Investing Rahul Pagaria 2. ® Rahul Pagaria,2013 Value investing • Long-term growth • Long term investing.xls • Increases net worth over…