Word: portfolios
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Dates: during 2000-2009
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When London-based Atlantis Investment Management launched a fund in medium-sized Chinese companies last March, the fund's size was a modest $15 million. Eleven months later, the stocks in its portfolio have doubled and the inflow of new money from eager investors has swelled its value to $116 million. "Europeans want to get exposure to what's happen-ing in China," says James Alexander, Atlantis' head of marketing. While the big jump in prices has made some investors wary, he says "there's still plenty of demand." That may be the understatement of the year. Chinese stocks, particularly...
...have an issue with tobacco. Or you might want to avoid stocks of companies in the industry in which you work--so that if the entire sector crashes, you don't lose your investment along with your job. Just say the word, and your manager will purge your portfolio of such securities. Another benefit: because you can customize your portfolio, you are able to minimize your tax bill by, say, instructing the manager to sell a losing stock in the separate account to offset a gain you have in another account or even another asset like real estate. This makes...
...stream of dividend hikes, as companies lock in the good news ahead of their annual shareholder meetings each spring. This new year's burst could be exceptional. After decades in the dustbin, dividends are once again in fashion in corporate boardrooms, and they deserve a prominent place in your portfolio...
Jack R. Meyer, president and CEO of the Harvard Management Corporation (HMC)—the group in charge of managing Harvard’s endowment—attributed Harvard’s above-average growth to the diversity of its portfolio...
...company has relied heavily on buyer incentives to hold on to its 28% market share, it is still turning a profit. In 2002 GM earned $1.7 billion on sales of $187 billion. By keeping production costs in check and reducing its pension liability with a more risk-averse portfolio, GM impressed investors enough to end 2003 with its stock price up 37%. GM also boasts the highest productivity of the Big Three, requiring 36.7 worker-hours to build a vehicle, compared with nearly 40 at Ford, according to a Deutsche Bank report...