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Leverage can arise in a number of situations. Securities like options and futures are effectively leveraged bets between parties where the principal is implicitly borrowed and lent at interest rates of very short treasury bills. [2] Equity owners of businesses leverage their investment by having the business borrow a portion of its needed ...
Metalmark Capital, formerly Morgan Stanley Capital Partners is a private equity firm focused on leveraged buyout investments in middle-market companies across a range of industries. Metalmark was acquired by Citigroup Alternative Investments in December 2007. [2] [3] The firm, which is based in New York City, traces its roots back to 1985 ...
Risk parity critics rarely contest the claim that the risk parity portfolio is near the tangency portfolio but they say that the leveraged investment line is less steep and that the levered risk parity portfolio has slight or no advantage over 60% stocks / 40% bonds, and carries the disadvantage of greater explicit leverage. [7] [59]
Leveraged ETFs (LETFs) and Inverse ETFs, use investments in derivatives to seek a daily return that corresponds to a multiple of, or the inverse (opposite) of, the daily performance of an index. [79] For example, Direxion offers leveraged ETFs and inverse exchange-traded funds that attempt to produce 3x the daily result of either investing in ...
Portfolio management incorporates tax minimization strategies to avoid the drag on investment returns caused by taxation. If you earn a 20% gain but have to pay a 30% tax, for example, your net ...
In addition to being required of the portfolio as a whole, neutrality may in addition be required for individual regions, industries, sectors, and market capitalization bands. There is wide variation in the degree to which managers prioritize seeking high returns, which may involve concentrated and leveraged portfolios, and seeking low ...