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

    published: 12 Jul 2016
  • 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
  • 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
  • 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
  • Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

    published: 18 Nov 2016
  • A message from fund manager Vinit Sambre on DSP BlackRock Micro Cap Fund

    published: 16 Feb 2017
  • 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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    published: 09 Mar 2016
  • Monthly Outlook - May 2017, by Shravan Sreenivasula, Fund Manager @ Birla Sun Life AMC

    Below are some of the key excerpts of this production:  NSE CNX Nifty clocked 13.7% returns in YTD terms, third highest in the last 18 years. The midcaps & Small Caps continue to outperform the large caps as Midcap Index (NSE CNX Midcap Index) gained 5.2% for the month taking the YTD return to 26%. The small cap index (NSE CNX Smallcap Index) gained 6.6% for the month taking the YTD return to 28.8%.  In terms of flows, FPIs took a breather and sold $345mn after investing close to $6bn in previous two months; mutual funds bought $ 1.4 bn; other DIIs sold $ 222 mn in the last month.  Highlights of the Month: IMF predicted normal rainfall i.e. 96% of long period average Core Sector Output for Marc stands at 5%. The CPI for the month stands at 3.8%. WPI for the month stands at 5...

    published: 15 May 2017
  • 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
  • Picking the right fund manager

    Mutual funds do have teams, technology and rules. But at the end of the day, a fund is as good as its manager. This is particularly true of certain fund categories. But what makes a good fund manager? And what do you do when they leave? Join us on our next Hangout to find out.

    published: 30 Jun 2017
  • 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
  • Picking the right fund manager - Brief

    Live answers to your investment queries.

    published: 06 Jul 2017
  • 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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    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
  • Mawer | Mutual Funds | Global Small Cap Fund

    The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States with less than $3 billion USD in market cap at time of purchase. The amount invested in any one country will vary depending upon individual company by company opportunities in each area. The Fund will diversify through currencies, industries, and countries to increase safety, and to increase the growth and liquidity of the investments. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This fund is best suited for investors seeking long-term, above average growth who can tolerate equity volatility. Medium to high risk. Read more about this fund here: http://mawer.com/our-funds/fund-profiles/global-small-ca...

    published: 17 Jun 2015
  • Why Large-Caps Looked Attractive to This Small-Cap Portfolio Manager

    Portfolio Manager Charlie Dreifus on finding opportunities in the large-cap space.

    published: 19 Sep 2014
  • 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
  • The Evolution of Hedge Fund Management

    Moderator Julie Lauer Wurster, Partner, Albourne America Speakers Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study Scott Ferguson, Managing Partner and Portfolio Manager, Sachem Head Capital Management Samantha Greenberg, Managing Partner and Chief Investment Officer, Margate Capital Management LP Richard Schimel, Head of Aptigon Capital, a Citadel Company Last year, more hedge funds closed their doors than in any year since the financial crisis, yet total assets under management actually increased. This session brings together industry leaders to discuss the future of hedge funds and how the industry is evolving. Questions will include: Can small and mid-size single strategy funds compete in the era of multi-strategy platforms? How can funds continue to attract t...

    published: 26 Jun 2017
  • Mutual Fund Review: DSP Blackrock MicroCap Fund | Top Small Cap Funds 2017

    DSP Blackrock MicroCap fund is a Small cap focused fund which invests in companies beyond top 300 by market cap in India - it is one of the best mutual funds for 2017. It is the largest Small cap fund as per Value Research classification. Currently it has no allocation to large caps. It has given very good performance in last 10 years. It is managed by Vinit Sambre who is managing this fund since 2010. 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: 19 Jun 2017
  • Chronic difficulty and failure raising assets: Why 89% of all hedge funds never get over $100m

    Subscribe to this channel: http://www.youtube.com/OpalesqueTV Bryan Johnson has worked for 27 years in the alternative investment business, first as a portfolio manager for two family offices, then as founder of a family office consultancy where he worked with about 63 families investing $3 billion in private equity and hedge funds . Since 2010 he helped over 300 smaller fund managers with the holistic challenge of formulating and implementing appropriate marketing processes. With 9 out of 10 managers failing to grow over a $100m assets, smaller managers face an existential marketing challenge. The average asset size of funds liquidated in 4Q14 was $76m one year prior to closing. Johnson believes that the primary reason why most managers do not get over the hundred million hurdle is not ...

    published: 18 May 2015
  • 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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    published: 12 Aug 2013
  • India's Top Fund Managers | Reliance Nippon Life AM

    Watch Latest Business News & Updateshttp://bit.ly/2pbvgO2 Catch Sunil Singhania & Sundeep Sikka of Reliance Nippon Life AM in an exclusive conversation with ET NOW. Listen in. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► http://goo.gl/5XreUq Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj

    published: 04 May 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
  • Structural Advantages of a Small Investment Fund - London Business School, April 2017

    JDP Capital Management, London Business School Investment Club, April 2017

    published: 05 May 2017
  • Pie Global Small Companies Fund - MEET THE MANAGERS!

    published: 21 Nov 2013
  • Mutual Fund Investments- JN FUND MANAGERS

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

    published: 16 Aug 2017
  • 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
  • Fund Manager Interview Series: Vinit Sambre on DSP BlackRock Small & Mid Cap Fund

    published: 12 Jul 2016
  • 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
developed with YouTube
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: 6314
videos
https://wn.com/Fund_Manager_Interview_Series_Vinit_Sambre_On_Dsp_Blackrock_Small_Mid_Cap_Fund
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: 8507
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
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: 6254
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
CNN: Inside a hedge fund

CNN: Inside a hedge fund

  • Order:
  • Duration: 2:53
  • Updated: 10 Aug 2011
  • views: 236902
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
Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

Vinit Sambre on DSP BlackRock Small And Mid Cap Fund

  • Order:
  • Duration: 17:18
  • Updated: 18 Nov 2016
  • views: 5860
videos
https://wn.com/Vinit_Sambre_On_Dsp_Blackrock_Small_And_Mid_Cap_Fund
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: 2864
videos
https://wn.com/A_Message_From_Fund_Manager_Vinit_Sambre_On_Dsp_Blackrock_Micro_Cap_Fund
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: 57
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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/3_Small_Stock_Picks_From_A_Bronze_Rated_Fund_Manager
Monthly Outlook - May 2017, by Shravan Sreenivasula, Fund Manager @ Birla Sun Life AMC

Monthly Outlook - May 2017, by Shravan Sreenivasula, Fund Manager @ Birla Sun Life AMC

  • Order:
  • Duration: 5:54
  • Updated: 15 May 2017
  • views: 395
videos
Below are some of the key excerpts of this production:  NSE CNX Nifty clocked 13.7% returns in YTD terms, third highest in the last 18 years. The midcaps & Small Caps continue to outperform the large caps as Midcap Index (NSE CNX Midcap Index) gained 5.2% for the month taking the YTD return to 26%. The small cap index (NSE CNX Smallcap Index) gained 6.6% for the month taking the YTD return to 28.8%.  In terms of flows, FPIs took a breather and sold $345mn after investing close to $6bn in previous two months; mutual funds bought $ 1.4 bn; other DIIs sold $ 222 mn in the last month.  Highlights of the Month: IMF predicted normal rainfall i.e. 96% of long period average Core Sector Output for Marc stands at 5%. The CPI for the month stands at 3.8%. WPI for the month stands at 5.7%. IIP contracted by -1.2%. PMI came in at 52.5.  The minutes of the MPC in the April policy suggests that the committee is focused on upside risks to inflation as its trying to peg the inflation at 4% sustainably. The probability of rate cuts is low in the near term. Hence, based on the current scenario, investors may invest in credit opportunity funds.  From the debt view stand point, we continue to hold our duration positions for time being while opportunistically looking at adding carry to our portfolios. Advisable funds: • 3 months to 6 months – BSL Cash Manager • 6 months to 24 months – BSL Short Term opportunities Fund • 2 Yr & above- BSL Corporate Bond Fund & BSL Medium Term Plan  From equity market perspective, we have seen a sharp recovery in the past few months, going forward we believe the 8 R’s will lead to the most important R i.e. returns. Advisable funds: • BSL Frontline & Top 100 • BSL Advantage • BSL Equity • BSL Balanced fund line • BSL Balanced’95 • BSL Balanced Advantage Fund.
https://wn.com/Monthly_Outlook_May_2017,_By_Shravan_Sreenivasula,_Fund_Manager_Birla_Sun_Life_Amc
Chelverton fund manager James Baker keen on UK small caps

Chelverton fund manager James Baker keen on UK small caps

  • Order:
  • Duration: 9:06
  • Updated: 13 Jan 2016
  • views: 233
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
Picking the right fund manager

Picking the right fund manager

  • Order:
  • Duration: 30:56
  • Updated: 30 Jun 2017
  • views: 1766
videos
Mutual funds do have teams, technology and rules. But at the end of the day, a fund is as good as its manager. This is particularly true of certain fund categories. But what makes a good fund manager? And what do you do when they leave? Join us on our next Hangout to find out.
https://wn.com/Picking_The_Right_Fund_Manager
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: 9287
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
Picking the right fund manager - Brief

Picking the right fund manager - Brief

  • Order:
  • Duration: 9:35
  • Updated: 06 Jul 2017
  • views: 416
videos
Live answers to your investment queries.
https://wn.com/Picking_The_Right_Fund_Manager_Brief
Fund Managers' Favourites: Need-To-Know Small-Caps

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

  • Order:
  • Duration: 5:54
  • Updated: 12 Aug 2013
  • views: 88
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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/Fund_Managers'_Favourites_Need_To_Know_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

  • Order:
  • Duration: 7:58
  • Updated: 27 Oct 2016
  • views: 3662
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
Mawer | Mutual Funds | Global Small Cap Fund

Mawer | Mutual Funds | Global Small Cap Fund

  • Order:
  • Duration: 1:34
  • Updated: 17 Jun 2015
  • views: 203
videos
The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States with less than $3 billion USD in market cap at time of purchase. The amount invested in any one country will vary depending upon individual company by company opportunities in each area. The Fund will diversify through currencies, industries, and countries to increase safety, and to increase the growth and liquidity of the investments. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This fund is best suited for investors seeking long-term, above average growth who can tolerate equity volatility. Medium to high risk. Read more about this fund here: http://mawer.com/our-funds/fund-profiles/global-small-cap-fund/
https://wn.com/Mawer_|_Mutual_Funds_|_Global_Small_Cap_Fund
Why Large-Caps Looked Attractive to This Small-Cap Portfolio Manager

Why Large-Caps Looked Attractive to This Small-Cap Portfolio Manager

  • Order:
  • Duration: 2:49
  • Updated: 19 Sep 2014
  • views: 162
videos
Portfolio Manager Charlie Dreifus on finding opportunities in the large-cap space.
https://wn.com/Why_Large_Caps_Looked_Attractive_To_This_Small_Cap_Portfolio_Manager
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: 269345
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
The Evolution of Hedge Fund Management

The Evolution of Hedge Fund Management

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  • Duration: 1:01:38
  • Updated: 26 Jun 2017
  • views: 1806
videos
Moderator Julie Lauer Wurster, Partner, Albourne America Speakers Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study Scott Ferguson, Managing Partner and Portfolio Manager, Sachem Head Capital Management Samantha Greenberg, Managing Partner and Chief Investment Officer, Margate Capital Management LP Richard Schimel, Head of Aptigon Capital, a Citadel Company Last year, more hedge funds closed their doors than in any year since the financial crisis, yet total assets under management actually increased. This session brings together industry leaders to discuss the future of hedge funds and how the industry is evolving. Questions will include: Can small and mid-size single strategy funds compete in the era of multi-strategy platforms? How can funds continue to attract the best talent? Is the era of the start-up hedge fund over?
https://wn.com/The_Evolution_Of_Hedge_Fund_Management
Mutual Fund Review: DSP Blackrock MicroCap Fund | Top Small Cap Funds 2017

Mutual Fund Review: DSP Blackrock MicroCap Fund | Top Small Cap Funds 2017

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  • Duration: 9:59
  • Updated: 19 Jun 2017
  • views: 3275
videos
DSP Blackrock MicroCap fund is a Small cap focused fund which invests in companies beyond top 300 by market cap in India - it is one of the best mutual funds for 2017. It is the largest Small cap fund as per Value Research classification. Currently it has no allocation to large caps. It has given very good performance in last 10 years. It is managed by Vinit Sambre who is managing this fund since 2010. 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_Microcap_Fund_|_Top_Small_Cap_Funds_2017
Chronic difficulty and failure raising assets: Why 89% of all hedge funds never get over $100m

Chronic difficulty and failure raising assets: Why 89% of all hedge funds never get over $100m

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  • Duration: 46:22
  • Updated: 18 May 2015
  • views: 7656
videos
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Bryan Johnson has worked for 27 years in the alternative investment business, first as a portfolio manager for two family offices, then as founder of a family office consultancy where he worked with about 63 families investing $3 billion in private equity and hedge funds . Since 2010 he helped over 300 smaller fund managers with the holistic challenge of formulating and implementing appropriate marketing processes. With 9 out of 10 managers failing to grow over a $100m assets, smaller managers face an existential marketing challenge. The average asset size of funds liquidated in 4Q14 was $76m one year prior to closing. Johnson believes that the primary reason why most managers do not get over the hundred million hurdle is not because of poor performance, but because of poor marketing. And the problem behind that is that most managers do not have a structured, disciplined and focused marketing process to articulate not only their investment processes, skills and ability to generate sustainable ALPHA but enterprise-wide processes, operational strength and execution blueprint to the right investors. Managers should honestly reflect about their outreach procedures and aim to avoid the “unstructured, ad-hoc and inappropriate” marketing behavior that unfortunately seems to have become the norm and leads to chronic difficulty and failure raising assets. Most founders also tend to underestimate “the length of the runway”, i.e. the temporal expansion of the allocation process, particularly since the credit crisis. Gaining the attention of the right investors is a huge challenge, while at the same time investor due diligence has grown exponentially, leaving many managers overwhelmed to the extend that Johnson actually talks out 25% of them from starting a fund business. Not everyone is ready for Johnson’s tough coaching, and many founders waste two years before they realize they don’t do a good job in building their business. However, the small minority of funds that adopts the right marketing process early on have demonstrated they are able to raise four times more money than the top performing funds. In this Opalesque.TV BACKSTAGE video, Johnson also speaks about: - How to save 90% of marketing costs - Three principal mistakes that can lead to a fund’s early death plus three critical areas managers should focus to develop their business - Quantifying the U.S. family office and high net-worth investor landscape: Over U.S. 55,000 individuals and families (net worth of $50m+) managers fail to identify and engage with - Where high net-worth and family offices really look for managers - How family offices select their investments: The two top line considerations of family offices - How does an investor-centric marketing process look like? The 2-2-1 Strategy - 40 BPs versus 70 BPs: Most managers don’t know their costs of raising assets from private wealth versus institutions and generally underestimate what’s involved to get allocations - How many meetings are required to get three to five allocations? - Why performance is not a retention strategy - When should a fund manager hire a dedicated marketer? - Are third party marketers an option for smaller managers? - “Spray and pray”: Will posting returns to a commercial database attract investors? - How managers can avoid the FIFO allocation (first in, first out) - How to identify service partners: smaller managers need service partners, not service providers. Bryan Johnson is the founder of Johnson & Company, a marketing consultancy for sub-institutional hedge funds and alternative asset managers. Before that he worked as a portfolio manager inside of two family offices. He also founded and ran for 12 years a family office consultancy where he worked with about 63 families and about $3 billion in private equity and hedge funds. Johnson initially came to Texas as chief expert witness and lead consultant for The Attorney General of Texas and The State of Texas in the evaluation of hedge funds and private equity firms in the acquisition of the assets of Texas Genco in the multi-billion dollar true-up of Centerpoint Energy (CNP:NYSE). He then became global head of the alternative investment group at Moody’s where he was involved with the deployment and global distribution of an operational risk product to large hedge funds like SAC, King Street, Millennium, Fortress, Marshall Wace, Brevan Howard.
https://wn.com/Chronic_Difficulty_And_Failure_Raising_Assets_Why_89_Of_All_Hedge_Funds_Never_Get_Over_100M
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: 103
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 -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/Fund_Managers'_Favourites_Snap_Up_Small_Caps
India's Top Fund Managers | Reliance Nippon Life AM

India's Top Fund Managers | Reliance Nippon Life AM

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  • Duration: 28:18
  • Updated: 04 May 2017
  • views: 2368
videos
Watch Latest Business News & Updateshttp://bit.ly/2pbvgO2 Catch Sunil Singhania & Sundeep Sikka of Reliance Nippon Life AM in an exclusive conversation with ET NOW. Listen in. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► http://goo.gl/5XreUq Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj
https://wn.com/India's_Top_Fund_Managers_|_Reliance_Nippon_Life_Am
Best Mutual Fund Managers In India - Top 5

Best Mutual Fund Managers In India - Top 5

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  • Duration: 3:16
  • Updated: 05 Sep 2017
  • views: 895
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
Structural Advantages of a Small Investment Fund - London Business School, April 2017

Structural Advantages of a Small Investment Fund - London Business School, April 2017

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  • Duration: 42:54
  • Updated: 05 May 2017
  • views: 169
videos https://wn.com/Structural_Advantages_Of_A_Small_Investment_Fund_London_Business_School,_April_2017
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
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
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
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

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  • 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
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