It is a simple thesis to construct, and advisors who prefer to avoid this risk have ETF choices beyond broad market-cap-weighted funds in the form of specialty funds
that use alternative or rules-based index weightings, funds that focus on themes or sectors, individual country funds and actively managed ETFs that are able to avoid potential trouble spots.
Like its five predecessor funds, Fund VI will continue TriGuard s multi-niche investment strategy in tertiary liquidity, consortia carve-outs and strips, specialty funds
, small transactions, seasoned tail-ends and fund manager liquidity.
THIS PAPER AIMS to examine differences in the investment strategies of mutual funds investing in the life sciences industry based on whether those funds are primarily specialized in the life sciences industry, which we henceforth refer to as "specialty funds
." (a) Although some researchers would argue that the level of fund specialization, including investment strategies, is trivial when seeking an explanation for differences in fund performance, (1), (2) this topic is still open for debate.
seek out acquisitions that fit a specific profile for geography, size and the nature of business.
This art investment house with $100 million under management offers a fine arts fund and various geographic specialty funds
focusing on Chinese, Indian, and Middle Eastern art.
- Raise sufficient funds to enable our aggressive drilling program to be maintained into 2012, with at least some of the funds coming from one or more respected resource specialty funds
It's hard to imagine any questions left unanswered after his chapters on "Step Eight Understanding Your Investments" and "Step Nine Mutual Fund Checklist: Items You Need to Address Before Investing." In addition to his nine steps Eberhart provides a chapter on learning before investing which includes topics on the basic classification of funds the most frequently seen funds specialty funds
of various kinds a comparison of different funds an example of his own fund management process and a note about arbitration.
Indeed, the SBA has a rich history supporting specialty funds
, such as the New Markets Venture Capital program I've been managing for the past five years.
So the development of specialty funds
for an industry that has been set as a national-priority growth area seems a natural extension of that process.
31, 2005, approximately 78% of the variable life separate account assets were in stock funds; 9%, bond funds; 4%, money market funds; 6%, balanced funds; and 3%, specialty funds
. Vehicles with a heavy concentration in communications, healthcare, natural resources, and utilities stocks suffered double-digit losses.
For example, you can build your growth portion with different kinds of stock funds such as international funds or specialty funds
like those that invest in biotechnology or in small company stocks.