• Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

    published: 12 Jul 2016
  • So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments,..

    Ted Seides began his professional career at the Yale Endowment working under David Swensen, and transitioned his early experience in hedge fund investments into the foundation of Protégé Partners. The fund of funds launched in 2002 with the explicit mandate to invest in small managers and startups, and allocated to 120 early stage hedge funds over the last 14 years, including 40 seed investments. Ted recently published a book entitled, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, in which he provides a roadmap for managers to learn about the intricacies of launching a hedge fund. He includes lessons on why hedge funds make the same mistakes over and over again, particularly in their business processes. He pinpoints pressure points that can lead to the success or...

    published: 25 May 2016
  • 3 Small Stock Picks from a Bronze Rated Fund Manager

    Small cap stocks have outperformed their larger counterparts for the last four years - and evidence suggests over the long term small and mid sized companies always deliver. Morningstar Guest: Katen Patel, Manager of the JPMorgan Smaller Companies Trust. Stocks Mentioned: 4imprint, Trinity Mirror and Staffline http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-

    published: 09 Mar 2016
  • CNN: Inside a hedge fund

    As stock markets brace themselves for more turmoil, Nina Dos Santos gets a glimpse inside a hedge fund.

    published: 10 Aug 2011
  • Mutual Fund Review: Reliance Small Cap Fund (Reliance Mutual Fund) | Top Small Cap Funds

    Reliance Small Cap fund from the house of Reliance Mutual Funds is a Small cap focused fund which invests in companies beyond top 300 by market cap in India. It is the third largest Small cap fund as per Value Research classification. It has almost 95% allocation to small and mid caps. It has given good performance since launch. It is managed by Sunil Singhania who is managing this fund since inception. It is a relatively high risk Small cap fund. For detail review, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya

    published: 24 Jul 2017
  • Best Mutual Fund Managers In India - Top 5

    Best Mutual Fund Managers In India - Top 5 Source: http://economictimes.indiatimes.com/wealth/AUG-28-2017/editionlist/edition-709.cms 1. Vinit Sambre DSP Blackrock Mutual Fund Age: 42 years Education: B.Com and CA Experience: 18+ years 5-year asset weighted return: 28.51% Top 3 stock picks SRF Manappuram Finance Finolex Cables Top 3 sector bets Basic materials: 26.7% Consumer cyclical: 26.2% Financial services: 16.9% DSP BlackRock Micro Cap | AUM 5975 Cr. 3 Yrs.: 29.13% | 5 Yrs.: 32.26% DSP BlackRock Small and Midcap | AUM 1207 Cr. 3 Yrs.: 21.26% | 5 Yrs.: 22.98% 2. Neelesh Surana Mirae Asset Global Investments Age: 45 years Education: B.E. and MBA Experience: 19+ years 5-year asset weighted return: 26% Top 3 stock picks ICICI Bank HDFC Bank IndusInd Bank To...

    published: 05 Sep 2017
  • Who is the UK's Top Fund Manager?

    The annual Morningstar awards for excellence in investing recognised Outstanding Talent, Outstanding Rising Talent and Outstanding Investment House of the year. Winners: Outstanding Rising Talent: Nitin Bajaj, Manager, Fidelity Asian Values and Fidelity Asian Smaller Companies Fund Outstanding Fund Manager of the Year: Stephen Harker, Manager, Man GLG Japan CoreAlpha fund Outstanding Investment House: Troy Asset Management http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-

    published: 08 Sep 2017
  • Mutual Fund Review: DSP Blackrock Small & Mid Cap Fund | Top Mid Cap Equity Funds 2017

    DSP Blackrock Small & Mid Cap Fund is a Small/Mid Cap focused Fund in the category. It is an high risk fund with inconsistent performance in last 10 years. It has given some exceptional performances too. Fund is managed by new fund manager popular fund manager Vinit Sambre who joined them in 2012 . For detail review, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya

    published: 08 May 2017
  • Fund Manager Elite Small Stocks Share Trading For Consistent Profits

    http://youtu.be/MeZCUYkKzjA Fund Manager Elite Share Trading Programme For Picking Small Stocks For Long Term Trading Returns From Penny Stocks And Shares http://fundmanagerelite.com

    published: 05 Aug 2012
  • A message from fund manager Vinit Sambre on DSP BlackRock Micro Cap Fund

    published: 16 Feb 2017
  • Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

    http://sensibleinvesting.tv -- the independent voice of passive investing A remarkable 54-minute film featuring some of the world's top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance - and why active costs more * how passive investing offers the best experience for the vast majority of investors * the benefits of a diversified portfolio in guaranteeing consistent returns * why passive investing is better for your health * why active investing has held sway for so many years.... * ... but why things may be changing * and why passive is the rational, mathematically proven route to investing success. Investing for the future... It's an issue none of can affo...

    published: 30 Nov 2012
  • 5. How do Private Equity Firms and its partners make money?

    How do Private Equity Firms and its partners make money? Who are these GPs that we discussed in our last video (Video #4)? They are the private equity firms. Some of the largest private equity firms in the world are Carlyle Group, TPG, KKR, Blackstone and Apollo. Private equity firms make money primarily through two sets of fees: management fees and performance fees. Management fees are a percentage of assets which are meant to cover office rent, employee salaries and other types of day-to-day expenses. Traditionally,in private equity, these fees have been 2% of assets. As private equity firms have grown (and continue to grow) larger, management fees for the mega funds decreased below 2%. In venture capital, the smaller funds might have management fees higher than 2%. The second type ...

    published: 07 Jun 2016
  • Meet Amy Zhang, Portfolio Manager of Alger’s Small Cap Focus Fund, in Partnership with La Française

    Amy Zhang, Senior Vice President and Portfolio Manager at Alger, explains her background and investment philosophy

    published: 09 May 2017
  • Tips from the Top: Getting Hired at a Hedge Fund

    OneWire (http://www.onewire.com/videos) interviews hedge fund leaders in the Open Door video series with Skiddy von Stade. OneWire New York, New York http://www.onewire.com

    published: 08 May 2014
  • Role of a Fund Manager explained by Certified Financial Planner Mr. Pankaj Mathpal

    Fund Manager is a professional who is responsible for implementing the fund’s strategy. His objective is to manage the underlying portfolio of the scheme and generate better returns compared to the benchmark returns.

    published: 17 May 2017
  • Fly-on-the-wall fund manager meeting – Harry Nimmo, SLI UK smaller Companies

    Our research team meet over 200 leading fund managers every year, to help them gain a unique insight into their investment process and performance. See what was discussed during our latest meeting with the manager of the SLI UK Smaller Companies Fund – Harry Nimmo.

    published: 21 Aug 2015
  • Chelverton fund manager James Baker keen on UK small caps

    Proactive speaks to James Baker, lead manager of Chelverton UK Equity Growth fund, about his investment strategy and top picks for 2016. The fund, which has returned over 23 per cent to investors over the past twelve months, focuses on small and mid-cap stocks and has a bias towards media, technology, healthcare and industrial sectors. “We have a simple investment strategy,” says Baker. “We like profitable businesses, predictable sales and growth outpacing UK GDP. Email marketing specialist dotDigital (LON:DOTD), software firm IMImobile (LON:IMO) and Victrex (LON:VCT), a plastics manufacturer, are among Baker’s favourite stocks.

    published: 13 Jan 2016
  • Fund Managers' Favourites: Snap Up Small-Caps

    In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with Old Mutual fund manager Dan Nickols about his three favourite equity picks. Click here to see the last 'Fund Managers' Favourites' video with Dan Nickols from May 2012. - See more at: http://www.morningstar.co.uk/uk/news/97473/fund-managers-favourites-snap-up-small-caps.aspx#sthash.0cxs78D3.dpuf -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-

    published: 12 Aug 2013
  • Role of Mutual Fund Manager | How Important is Fund Manager? Explained by Yandya

    For investors, one of the key selling points of mutual funds is that someone manages the portfolio of stocks, bonds and other assets for you. Whether it be actively managed or a passive index, there is a human being driving the fund. And while that fact may not seem that important, it has a huge impact on just how the fund will perform over time. A quality fund manager can make your investment dance even in sluggish markets. So, what exactly does a fund manager do and what is their roles and responsibilities? What are the things they do which we individually cannot? Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya

    published: 27 Oct 2016
  • Fund Managers' Favourites: Need-To-Know Small-Caps

    In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with BlackRock fund manager Mike Prentis about the three small-cap stocks that he's been loading into his portfolio over the last couple of months. - See more at: http://www.morningstar.co.uk/uk/news/97468/fund-managers-favourites-need-to-know-small-caps.aspx#sthash.gHo27iqw.dpuf -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-

    published: 12 Aug 2013
  • Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

    published: 18 Nov 2016
  • Picking the right fund manager - Brief

    Live answers to your investment queries.

    published: 06 Jul 2017
  • Fund management in the modern world

    David Miller, Investment Director at Quilter Cheviot shares insights on fund management in the modern world.

    published: 15 Sep 2016
  • MONEY MONEY MONEY: TOP FUND MANAGERS

    Market at all-time highs, know which funds to invest in. Also know about Motilal Oswal's study on picking a good MF

    published: 02 Aug 2017
  • Mutual Fund Investments- JN FUND MANAGERS

    Ramon Small Ferguson: Chief Investment Strategist, Head of Research, JN FUND MANAGERS

    published: 16 Aug 2017
  • Pie Global Small Companies Fund - MEET THE MANAGERS!

    published: 21 Nov 2013
  • Pender Value: A rare small-cap find

    This fund's experienced manager knows how to navigate the tricky terrain of small stocks.

    published: 31 Mar 2017
  • Ashton Global LLC: International Small-Cap Fund Manager

    Ashton Global is a privately held small-cap investment firm based in New York. https://www.ashtonglobal.com/ For information about our funds, please contact: Ashton Global LLC phone: +1 (212) 514 8953 email: info@ashtonglobal.com website: www.ashtonglobal.com

    published: 18 Jul 2017
  • Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

    published: 12 Jul 2016
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Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

  • Order:
  • Duration: 12:28
  • Updated: 12 Jul 2016
  • views: 6582
videos
https://wn.com/Fund_Manager_Interview_Series_Vinit_Sambre_On_Dsp_Blackrock_Small_Mid_Cap_Fund
So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments,..

So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments,..

  • Order:
  • Duration: 17:36
  • Updated: 25 May 2016
  • views: 18493
videos
Ted Seides began his professional career at the Yale Endowment working under David Swensen, and transitioned his early experience in hedge fund investments into the foundation of Protégé Partners. The fund of funds launched in 2002 with the explicit mandate to invest in small managers and startups, and allocated to 120 early stage hedge funds over the last 14 years, including 40 seed investments. Ted recently published a book entitled, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, in which he provides a roadmap for managers to learn about the intricacies of launching a hedge fund. He includes lessons on why hedge funds make the same mistakes over and over again, particularly in their business processes. He pinpoints pressure points that can lead to the success or failure of a fund, including best practices in marketing, team building, investment strategy, and performance. He also discusses the misconceptions of many allocators about investing into smaller hedge funds, and why and how investors should take a closer look at them. Learn more about: - Ted Seides: From the Yale Endowment protégé to Protégé Partners - The investment philosophy behind a 14 year fund of fund mandate to invest in small managers - Lessons from 120 early stage hedge fund investments, and from seeding 40 managers - Why startup funds make the same mistakes over and over again. The single biggest mistake that early stage hedge fund managers make - How some start ups are able to get investors “crowd” into their hedge fund - Key lessons on how to build a successful hedge fund team. Why staff turnover at a start up can be a good thing - Can a hedge fund “coach” add value? - Why start-ups should avoid the equal co-portfolio manager structure - Allocators should view an investment with a manager and the timing of that investment as independent components· - Why nearly all successful launches are coming out of existing hedge funds - The future of hedge funds: increased competition, but next generation of managers will likely be funded by down-market inflows from the current generation Ted Seides, CFA, is the Managing Partner of Hidden Brook Investments, LLC, an advisor to asset managers and allocators. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, (Wiley) was published in February, 2016. Seides was a founder of Protégé Partners LLC, where he served as President and Co-Chief Investment Officer. He began his career in 1992 with the Yale University Investments Office. Seides sits on the Board of Trustees of the Greenwich Roundtable, and is a Trustee and member of the investment committee at the Wenner-Gren Foundation. He serves on the Board of Technoacademy, and previously was a Board member of Citizen Schools-New York. Seides holds a B.A. in economics and political science, Cum Laude, from Yale University, and an MBA with honors from Harvard Business School.
https://wn.com/So_You_Want_To_Start_A_Hedge_Fund_Lessons_From_120_Early_Stage_Hedge_Fund_Investments,..
3 Small Stock Picks from a Bronze Rated Fund Manager

3 Small Stock Picks from a Bronze Rated Fund Manager

  • Order:
  • Duration: 4:23
  • Updated: 09 Mar 2016
  • views: 61
videos
Small cap stocks have outperformed their larger counterparts for the last four years - and evidence suggests over the long term small and mid sized companies always deliver. Morningstar Guest: Katen Patel, Manager of the JPMorgan Smaller Companies Trust. Stocks Mentioned: 4imprint, Trinity Mirror and Staffline http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
https://wn.com/3_Small_Stock_Picks_From_A_Bronze_Rated_Fund_Manager
CNN: Inside a hedge fund

CNN: Inside a hedge fund

  • Order:
  • Duration: 2:53
  • Updated: 10 Aug 2011
  • views: 252410
videos
As stock markets brace themselves for more turmoil, Nina Dos Santos gets a glimpse inside a hedge fund.
https://wn.com/Cnn_Inside_A_Hedge_Fund
Mutual Fund Review: Reliance Small Cap Fund (Reliance Mutual Fund) | Top Small Cap Funds

Mutual Fund Review: Reliance Small Cap Fund (Reliance Mutual Fund) | Top Small Cap Funds

  • Order:
  • Duration: 8:32
  • Updated: 24 Jul 2017
  • views: 11685
videos
Reliance Small Cap fund from the house of Reliance Mutual Funds is a Small cap focused fund which invests in companies beyond top 300 by market cap in India. It is the third largest Small cap fund as per Value Research classification. It has almost 95% allocation to small and mid caps. It has given good performance since launch. It is managed by Sunil Singhania who is managing this fund since inception. It is a relatively high risk Small cap fund. For detail review, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
https://wn.com/Mutual_Fund_Review_Reliance_Small_Cap_Fund_(Reliance_Mutual_Fund)_|_Top_Small_Cap_Funds
Best Mutual Fund Managers In India - Top 5

Best Mutual Fund Managers In India - Top 5

  • Order:
  • Duration: 3:16
  • Updated: 05 Sep 2017
  • views: 2635
videos
Best Mutual Fund Managers In India - Top 5 Source: http://economictimes.indiatimes.com/wealth/AUG-28-2017/editionlist/edition-709.cms 1. Vinit Sambre DSP Blackrock Mutual Fund Age: 42 years Education: B.Com and CA Experience: 18+ years 5-year asset weighted return: 28.51% Top 3 stock picks SRF Manappuram Finance Finolex Cables Top 3 sector bets Basic materials: 26.7% Consumer cyclical: 26.2% Financial services: 16.9% DSP BlackRock Micro Cap | AUM 5975 Cr. 3 Yrs.: 29.13% | 5 Yrs.: 32.26% DSP BlackRock Small and Midcap | AUM 1207 Cr. 3 Yrs.: 21.26% | 5 Yrs.: 22.98% 2. Neelesh Surana Mirae Asset Global Investments Age: 45 years Education: B.E. and MBA Experience: 19+ years 5-year asset weighted return: 26% Top 3 stock picks ICICI Bank HDFC Bank IndusInd Bank Top 3 sector bets Financial services: 28.3% Consumer cyclical: 15.4% Basic materials: 14.6% Funds Managed Mirae Asset Emerging Bluechip | AUM 4242 Cr. 3 Yrs.: 29.41% | 5 Yrs.: 32.83% Mirae Asset India Opp | AUM 4292 Cr. 3 Yrs.: 18.63% | 5 Yrs.: 22.76% Mirae Asset Tax Saver | AUM 507 Cr. 3 Yrs.: NA | 5 Yrs.: NA 3. R. Janakiraman Franklin Templeton Mutual Fund Age: 45 years Education: B.E. and PGDM Experience: 19 years 5-year asset weighted return: 25.98% Top 3 stock picks Yes Bank HDFC Bank Finolex Cables Top 3 sector bets Financial services: 22.8% Industrials: 18.8% Consumer cyclical: 18.6% Funds Managed Franklin India Opportunities | AUM 660 Cr. 3 Yrs.: 17.09% | 5 Yrs.: 19.92% Franklin India Prima| AUM 5980 Cr. 3 Yrs.: 22.16% | 5 Yrs.: 27.88% Franklin India Smaller Companies | AUM 6063 Cr. 3 Yrs.: 23.38% | 5 Yrs.: 31.79% 4. Chirag Setalvad HDFC Mutual Fund Age: 43 years Education: B.Sc. and MBA Experience: 20+ years 5-year asset weighted return: 24.69% Top 3 stock picks Tube Investments of India Voltas Balkrishna Industries Top 3 sector bets Consumer cyclical: 25.4% Financial services: 18.8% Industrials: 17.2% HDFC LT Advantage | AUM 1526 Cr. 3 Yrs.: 14.93% | 5 Yrs.: 20.24% HDFC Mid-Cap Opportunities | AUM 17841 Cr. 3 Yrs.: 23.07% | 5 Yrs.: 27.07% HDFC Small Cap | AUM 1207 Cr. 3 Yrs.: 21.26% | 5 Yrs.: 22.98% 5. Sohini Andani SBI Mutual Fund Age: 46 years Education: B.Com and C.A. Experience: 21+ years 5-year asset weighted return: 22.61% Top 3 stock picks HDFC Bank Larsen & Toubro State Bank of India Top 3 sector bets Financial services: 32.0% Basic materials: 13.8% Consumer cyclical: 12.8% SBI Banking & Financial Services | AUM 455 Cr. 3 Yrs.: NA | 5 Yrs.: NA SBI Bluechip | AUM 15236 Cr. 3 Yrs.: 16.83% | 5 Yrs.: 20.95% SBI Magnum Midcap | AUM 3856 Cr. 3 Yrs.: 21.81% | 5 Yrs.: 29.19%
https://wn.com/Best_Mutual_Fund_Managers_In_India_Top_5
Who is the UK's Top Fund Manager?

Who is the UK's Top Fund Manager?

  • Order:
  • Duration: 3:55
  • Updated: 08 Sep 2017
  • views: 419
videos
The annual Morningstar awards for excellence in investing recognised Outstanding Talent, Outstanding Rising Talent and Outstanding Investment House of the year. Winners: Outstanding Rising Talent: Nitin Bajaj, Manager, Fidelity Asian Values and Fidelity Asian Smaller Companies Fund Outstanding Fund Manager of the Year: Stephen Harker, Manager, Man GLG Japan CoreAlpha fund Outstanding Investment House: Troy Asset Management http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
https://wn.com/Who_Is_The_Uk's_Top_Fund_Manager
Mutual Fund Review: DSP Blackrock Small & Mid Cap Fund | Top Mid Cap Equity Funds 2017

Mutual Fund Review: DSP Blackrock Small & Mid Cap Fund | Top Mid Cap Equity Funds 2017

  • Order:
  • Duration: 9:48
  • Updated: 08 May 2017
  • views: 11635
videos
DSP Blackrock Small & Mid Cap Fund is a Small/Mid Cap focused Fund in the category. It is an high risk fund with inconsistent performance in last 10 years. It has given some exceptional performances too. Fund is managed by new fund manager popular fund manager Vinit Sambre who joined them in 2012 . For detail review, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
https://wn.com/Mutual_Fund_Review_Dsp_Blackrock_Small_Mid_Cap_Fund_|_Top_Mid_Cap_Equity_Funds_2017
Fund Manager Elite Small Stocks Share Trading For Consistent Profits

Fund Manager Elite Small Stocks Share Trading For Consistent Profits

  • Order:
  • Duration: 1:14
  • Updated: 05 Aug 2012
  • views: 264
videos
http://youtu.be/MeZCUYkKzjA Fund Manager Elite Share Trading Programme For Picking Small Stocks For Long Term Trading Returns From Penny Stocks And Shares http://fundmanagerelite.com
https://wn.com/Fund_Manager_Elite_Small_Stocks_Share_Trading_For_Consistent_Profits
A message from fund manager Vinit Sambre on DSP BlackRock Micro Cap Fund

A message from fund manager Vinit Sambre on DSP BlackRock Micro Cap Fund

  • Order:
  • Duration: 2:04
  • Updated: 16 Feb 2017
  • views: 3201
videos
https://wn.com/A_Message_From_Fund_Manager_Vinit_Sambre_On_Dsp_Blackrock_Micro_Cap_Fund
Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

  • Order:
  • Duration: 53:54
  • Updated: 30 Nov 2012
  • views: 276291
videos
http://sensibleinvesting.tv -- the independent voice of passive investing A remarkable 54-minute film featuring some of the world's top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance - and why active costs more * how passive investing offers the best experience for the vast majority of investors * the benefits of a diversified portfolio in guaranteeing consistent returns * why passive investing is better for your health * why active investing has held sway for so many years.... * ... but why things may be changing * and why passive is the rational, mathematically proven route to investing success. Investing for the future... It's an issue none of can afford to ignore. No one's job is safe these days... How would you cope if you lost yours? We're all living longer too... So are you saving enough to fund 25 years or more of retirement? Can you really afford to pay for your children or grandchildren to go to university - or help them onto the property ladder? And what about all those holidays you promised yourself? We entrust the vast bulk of our investments to fund managers. Here in the UK, according to Her Majesty's Treasury, the industry has more than four TRILLION pounds of investors' money under management. Fund managers invest people's savings wherever they see fit - mainly in equities, or shares in listed companies. They claim to be experts at making our making grow, using their expert knowledge to pick the shares that will outperform the market. But all too often the returns they produce are considerably lower than the average return of a benchmark index like the FTSE 100 - or the S&P 500 in the States. For veteran investment guru John Bogle, the problem is simple. Fund managers just aren't as smart as they like to think they are. As it means trading against the view of numerous market participants with superior information, buying or selling a security is effectively just a bet. So, whilst your fund manager might lead you to believe it's his knowledge or intelligence that enables you to beat the market, he's really no better than a gambler. So, you might be lucky enough to choose the right fund manager. But you could just as easily pick the wrong one. According to the financial services company Bestinvest, there are currently nearly £10 billion of UK investors' money languishing in what it calls dog funds - in other words, funds which have underperperformed their benchmark index for at least three consecutive years. Ultimately, of course, fund managers are businesses. They exist to make money for themselves. They want our business - even if it means persuading us to invest in a fund which they themselves wouldn't want to put their own money in. It's now time to look at what it actually costs us to invest. Fund managers are, of course, businesses. And, like all business, they have overheads. Running a big fund management company doesn't come cheap - esepcially when top managers earn around £2 million a year, including bonuses. And remember, it's you, the customer, who picks up the tab. Ultimately, though, fund managers need to make a profit. In fact they'e making around £10 billion from us every year - and that's regardless of whether or not they manage to produce a profit for us. Part of the challenge is working out exactly what we are being charged. Investors typically use something called the annual Total Expense Ratio, or TER, to compare the cost of investing in different funds. But, the TER excludes dealing commission, stamp duty and other turnover costs that can add considerably to the expense of investing over time. So, apart from those hidden charges, what else are we having to pay? More importantly, what sort of impact do charges have on the value of our investments? And the bad news doesn't stop there. Despite a marked increase in competition, management charges in the UK have been steadily rising over the last ten years. There are some encouraging signs for consumers. The FSA's Retail Distribution Review will require fund managers to be fairer and more transparent when it comes to charges. In the meantime, investors should be on their guard. For more videos like this one, visit http://sensibleinvesting.tv
https://wn.com/Passive_Investing_The_Evidence_The_Fund_Management_Industry_Would_Prefer_You_Not_To_See
5. How do Private Equity Firms and its partners make money?

5. How do Private Equity Firms and its partners make money?

  • Order:
  • Duration: 3:26
  • Updated: 07 Jun 2016
  • views: 11284
videos
How do Private Equity Firms and its partners make money? Who are these GPs that we discussed in our last video (Video #4)? They are the private equity firms. Some of the largest private equity firms in the world are Carlyle Group, TPG, KKR, Blackstone and Apollo. Private equity firms make money primarily through two sets of fees: management fees and performance fees. Management fees are a percentage of assets which are meant to cover office rent, employee salaries and other types of day-to-day expenses. Traditionally,in private equity, these fees have been 2% of assets. As private equity firms have grown (and continue to grow) larger, management fees for the mega funds decreased below 2%. In venture capital, the smaller funds might have management fees higher than 2%. The second type of fee is a performance fee, also known as carried interest or “the carry”. This fee is used to compensate the GP for its performance. Occasionally, there is a hurdle rate which guarantees the investor be paid a fixed amount before the GP can get any part of the fee (the performance fee is typically 20% of the upside). Let’s look at an example where we have a performance of 20%, a hurdle rate of 8% and a GP catch up clause. The first 8% of performance will go to the LP; the next 2% will go to the GP. The remainder of the returns will be divided 80% to the LP and 20% to the GP. With a 2% management fee and a 20% performance fee, the private equity fund is said it to be charging “two and twenty”. In addition to management and performance fees, we also have other various small fees such as transaction and/or monitoring fees. Through all these fees, the founders of these top private equity firms have made quite a lot of money. In fact, many private equity founders are billionaires that have done some great things with their money. Among his many donations, Steve Schwartzman from Blackstone has given $150 million to Yale University as well as $100 million to the New York public library to fund renovation and expansion. In addition to many other projects, Henry Kravis from KKR has given $125 million dollars to the Columbia Business School and a $100 to the Memorial Sloan Kettering Cancer Centre to fund cancer treatment and research. And, finally there’s David Rubenstein from The Carlyle Group. Rubenstein signed the Giving Pledge that was originated by Bill Gates and Warren Buffett encouraging wealthy individuals to give away half of their earnings, either during their lifetime or through their will. With a net worth of almost $3 billion, David Rubenstein is going to be doing a lot of giving!
https://wn.com/5._How_Do_Private_Equity_Firms_And_Its_Partners_Make_Money
Meet Amy Zhang, Portfolio Manager of Alger’s Small Cap Focus Fund, in Partnership with La Française

Meet Amy Zhang, Portfolio Manager of Alger’s Small Cap Focus Fund, in Partnership with La Française

  • Order:
  • Duration: 3:44
  • Updated: 09 May 2017
  • views: 327
videos
Amy Zhang, Senior Vice President and Portfolio Manager at Alger, explains her background and investment philosophy
https://wn.com/Meet_Amy_Zhang,_Portfolio_Manager_Of_Alger’S_Small_Cap_Focus_Fund,_In_Partnership_With_La_Française
Tips from the Top: Getting Hired at a Hedge Fund

Tips from the Top: Getting Hired at a Hedge Fund

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  • Duration: 1:34
  • Updated: 08 May 2014
  • views: 26624
videos
OneWire (http://www.onewire.com/videos) interviews hedge fund leaders in the Open Door video series with Skiddy von Stade. OneWire New York, New York http://www.onewire.com
https://wn.com/Tips_From_The_Top_Getting_Hired_At_A_Hedge_Fund
Role of a Fund Manager explained by Certified Financial Planner Mr. Pankaj Mathpal

Role of a Fund Manager explained by Certified Financial Planner Mr. Pankaj Mathpal

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  • Duration: 3:07
  • Updated: 17 May 2017
  • views: 110
videos
Fund Manager is a professional who is responsible for implementing the fund’s strategy. His objective is to manage the underlying portfolio of the scheme and generate better returns compared to the benchmark returns.
https://wn.com/Role_Of_A_Fund_Manager_Explained_By_Certified_Financial_Planner_Mr._Pankaj_Mathpal
Fly-on-the-wall fund manager meeting – Harry Nimmo, SLI UK smaller Companies

Fly-on-the-wall fund manager meeting – Harry Nimmo, SLI UK smaller Companies

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  • Duration: 10:00
  • Updated: 21 Aug 2015
  • views: 2067
videos
Our research team meet over 200 leading fund managers every year, to help them gain a unique insight into their investment process and performance. See what was discussed during our latest meeting with the manager of the SLI UK Smaller Companies Fund – Harry Nimmo.
https://wn.com/Fly_On_The_Wall_Fund_Manager_Meeting_–_Harry_Nimmo,_Sli_UK_Smaller_Companies
Chelverton fund manager James Baker keen on UK small caps

Chelverton fund manager James Baker keen on UK small caps

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  • Duration: 9:06
  • Updated: 13 Jan 2016
  • views: 244
videos
Proactive speaks to James Baker, lead manager of Chelverton UK Equity Growth fund, about his investment strategy and top picks for 2016. The fund, which has returned over 23 per cent to investors over the past twelve months, focuses on small and mid-cap stocks and has a bias towards media, technology, healthcare and industrial sectors. “We have a simple investment strategy,” says Baker. “We like profitable businesses, predictable sales and growth outpacing UK GDP. Email marketing specialist dotDigital (LON:DOTD), software firm IMImobile (LON:IMO) and Victrex (LON:VCT), a plastics manufacturer, are among Baker’s favourite stocks.
https://wn.com/Chelverton_Fund_Manager_James_Baker_Keen_On_UK_Small_Caps
Fund Managers' Favourites: Snap Up Small-Caps

Fund Managers' Favourites: Snap Up Small-Caps

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  • Duration: 5:08
  • Updated: 12 Aug 2013
  • views: 106
videos
In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with Old Mutual fund manager Dan Nickols about his three favourite equity picks. Click here to see the last 'Fund Managers' Favourites' video with Dan Nickols from May 2012. - See more at: http://www.morningstar.co.uk/uk/news/97473/fund-managers-favourites-snap-up-small-caps.aspx#sthash.0cxs78D3.dpuf -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
https://wn.com/Fund_Managers'_Favourites_Snap_Up_Small_Caps
Role of Mutual Fund Manager | How Important is Fund Manager? Explained by Yandya

Role of Mutual Fund Manager | How Important is Fund Manager? Explained by Yandya

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  • Duration: 7:58
  • Updated: 27 Oct 2016
  • views: 4675
videos
For investors, one of the key selling points of mutual funds is that someone manages the portfolio of stocks, bonds and other assets for you. Whether it be actively managed or a passive index, there is a human being driving the fund. And while that fact may not seem that important, it has a huge impact on just how the fund will perform over time. A quality fund manager can make your investment dance even in sluggish markets. So, what exactly does a fund manager do and what is their roles and responsibilities? What are the things they do which we individually cannot? Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
https://wn.com/Role_Of_Mutual_Fund_Manager_|_How_Important_Is_Fund_Manager_Explained_By_Yandya
Fund Managers' Favourites: Need-To-Know Small-Caps

Fund Managers' Favourites: Need-To-Know Small-Caps

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  • Duration: 5:54
  • Updated: 12 Aug 2013
  • views: 90
videos
In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with BlackRock fund manager Mike Prentis about the three small-cap stocks that he's been loading into his portfolio over the last couple of months. - See more at: http://www.morningstar.co.uk/uk/news/97468/fund-managers-favourites-need-to-know-small-caps.aspx#sthash.gHo27iqw.dpuf -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
https://wn.com/Fund_Managers'_Favourites_Need_To_Know_Small_Caps
Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

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  • Duration: 17:18
  • Updated: 18 Nov 2016
  • views: 6712
videos
https://wn.com/Vinit_Sambre_On_Dsp_Blackrock_Small_And_Mid_Cap_Fund
Picking the right fund manager - Brief

Picking the right fund manager - Brief

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  • Duration: 9:35
  • Updated: 06 Jul 2017
  • views: 517
videos
Live answers to your investment queries.
https://wn.com/Picking_The_Right_Fund_Manager_Brief
Fund management in the modern world

Fund management in the modern world

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  • Duration: 17:51
  • Updated: 15 Sep 2016
  • views: 94
videos
David Miller, Investment Director at Quilter Cheviot shares insights on fund management in the modern world.
https://wn.com/Fund_Management_In_The_Modern_World
MONEY MONEY MONEY: TOP FUND MANAGERS

MONEY MONEY MONEY: TOP FUND MANAGERS

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  • Duration: 5:34
  • Updated: 02 Aug 2017
  • views: 1370
videos
Market at all-time highs, know which funds to invest in. Also know about Motilal Oswal's study on picking a good MF
https://wn.com/Money_Money_Money_Top_Fund_Managers
Mutual Fund Investments- JN FUND MANAGERS

Mutual Fund Investments- JN FUND MANAGERS

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  • Duration: 2:25
  • Updated: 16 Aug 2017
  • views: 199
videos
Ramon Small Ferguson: Chief Investment Strategist, Head of Research, JN FUND MANAGERS
https://wn.com/Mutual_Fund_Investments_Jn_Fund_Managers
Pie Global Small Companies Fund - MEET THE MANAGERS!

Pie Global Small Companies Fund - MEET THE MANAGERS!

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  • Duration: 23:00
  • Updated: 21 Nov 2013
  • views: 1053
videos
https://wn.com/Pie_Global_Small_Companies_Fund_Meet_The_Managers
Pender Value: A rare small-cap find

Pender Value: A rare small-cap find

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  • Duration: 2:02
  • Updated: 31 Mar 2017
  • views: 31
videos
This fund's experienced manager knows how to navigate the tricky terrain of small stocks.
https://wn.com/Pender_Value_A_Rare_Small_Cap_Find
Ashton Global LLC: International Small-Cap Fund Manager

Ashton Global LLC: International Small-Cap Fund Manager

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  • Duration: 0:48
  • Updated: 18 Jul 2017
  • views: 60
videos
Ashton Global is a privately held small-cap investment firm based in New York. https://www.ashtonglobal.com/ For information about our funds, please contact: Ashton Global LLC phone: +1 (212) 514 8953 email: info@ashtonglobal.com website: www.ashtonglobal.com
https://wn.com/Ashton_Global_Llc_International_Small_Cap_Fund_Manager
Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

  • Order:
  • Duration: 12:28
  • Updated: 12 Jul 2016
  • views: 6004
videos
https://wn.com/Fund_Manager_Interview_Series_Vinit_Sambre_On_Dsp_Blackrock_Small_Mid_Cap_Fund