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Special Report on

Relative Value Investing

relative value investing special research report Photo by images.businessweek.com
Our RVI Large Cap strategy applies the Relative Value Investing (RVI) process to the S&P 500 Index. The portfolio is sector neutral to the benchmark, weighted at cost within a tight range, comprised of between 50 and 60 stocks and remains fully invested. The strategy seeks to outperform the index with less volatility by selecting stocks undervalued relative to their sector peers, rather than the market overall. • Benchmark: S&P 500 Index • Inception: July 1999 RVI Large Cap Value Our RVI Large Cap Value strategy applies the Relative Value Investing (RVI) process to the large cap value space, benchmarked by the ...
FI-RV Investors most commonly exploit interest-rate anomalies in the large, liquid markets of North America, Europe and the Pacific Rim. The financial instruments traded include government bonds, interest-rate swaps and futures contracts.
REVIEWS AND OPINIONS
Reviving Repo Financing – Another Milestone on the Trudge Back to ...
Repo was a key source of funding for leveraged investors in private MBS and a host of other "rates" products before disaster struck capital markets. That it dried up with the crisis helped drive the prices of subprime MBS and other structured products to levels well below "intrinsic" value. Now, there are signs that repo financing is reviving, improving 2010 prospects for private MBS markets. First, a Little Background 'Yuck,' ordinary citizens might be thinking, 'Why would I want risky investment practices to return?' So, let me provide a little background, ... market research, surveys and trends
Negative Feedback and Relative Value Investing
Being a collection of thoughts, observations, comments, opinions and views on investing--especially for the long term. Disclaimer: This blog is not intended as professional advice. Please seek your own professional advisor who can properly review your particular circumstances. The author disclaims any liability, loss, or risk taken by individuals who directly or indirectly act on the information contained herein. All readers must accept full responsibility for their use of this material. If I buy a stock based on long-term fundamentals and the stock goes down in the short run, my tendency is to want to buy more at the new ... market research, surveys and trends

SURVEY RESULTS FOR
RELATIVE VALUE INVESTING

Archives
After several years of sluggish growth in the U.S. and modest growth outside the U.S., equity index futures celebrated their 20th anniversary of trading this year. This historical event comes at a time when prospects for new product introduction and growth are the best in over a decade. Several factors have converged to bring us to these crossroads in the equity index futures business. In the short-term, some investors believe that these factors will result in product overload leading to a high cost structure, while others view them as a new platform for business growth. The factors driving index futures products include: ... industry trends, business articles and survey research
Is commercial real estate on the recovery path?
Sep 8, 2009 ... driven by relative value investing rather than by improving fundamentals. ... billion, down 77 percent from the same period in 2008. ... industry trends, business articles and survey research
RELATED NEWS
Fundamentals for gold remain but seasonal doldrums drag on
The fundamentals driving the price of gold higher have not changed but the price of the yellow metal seems locked in a trading range between $1185 and $1220 per ounce. But, it is showing signs of support at the $1200 level Author: David Levenstein Posted:  Monday , 19 Jul 2010 JOHANNESBURG  -      Recently, while reading the "Special Report Gold" from Erste bank, I noted a saying from Charles de Gaulle. And, I found it most appropriate. Evidently he said, "Betting against gold is the same as betting on governments. He who bets on governments and government money bets against 6000 ... market trends, news research and surveys resources
Newmont Mining (NEM) One Of The Largest Holdings In Prospector Opportunity ...
The Wall Street Transcript is a completely unique resource for investors and business researchers. Thousands of in-depth interviews with CEOs, Industry Analysts and Professional Money Managers going back 10 years. To obtain a copy of a TWST issue/report order online or call (212) 952-7433 . July 19, 2010 - The Wall Street Transcript has just published Small Cap Investing and Other Investing Strategies Report offering a timely review of the General Investing sector. This Special Report contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. Please find an ... market trends, news research and surveys resources

INFORMATION RESOURCES

Agency MBS Relative Value Investing: Predicting Post-Buyout ...
Mar 17, 2010 ... Agency MBS Relative Value Investing: Predicting Post-Buyout Prepayment Rates ( cont'd). While FHLMC clearly communicated to the market that ... technology research, surveys study and trend statistics
Investing in Callable Securities
Adjusted Spread. One of the challenges that investors face today is comparing the relative value of one fixed income investment to another. ... technology research, surveys study and trend statistics
Value investing is perhaps the oldest and most popular style of ...
This paper provides a framework for defining, formulating and evaluating value investment strategies. We define the relative value of an investment in terms ...
REAL TIME
RELATIVE VALUE INVESTING
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QUESTIONS AND ANSWERS
Call option value rises when interest rate rises? - Yahoo! Answers
Let's say I want to make an investment in a company because I think the stock price will rise. Assume the current stock price is $50 per share. I can buy 1,000 shares for $50,000, but there is also a call option priced at $5 per share that I think would be an alternative to buying the stock. Buying the options on 1,000 shares would cost me $5,000. If I choose to buy the option instead of the stock I can take the other $45,000 I would have needed to buy the stock and put it in an account that pays interest. The higher the interest rate, the more money I make from interest, which makes the calls more attractive and hence ...
Are there any good penny stocks or semi-cheap stocks worth ...
The efficient market hypothesis states that the stock price generally reflects all available knowledge about that security. In other words, a $2.00 stock is worth $2.00 to most people — no more, no less. If there were solid data or a concrete reason for the stock to be valued at a higher price, it would already be at that price. It is incorrect to think that you are getting a bargain when you purchase a penny stock. If you purchase a penny stock, you are gambling — you are not investing. Penny stocks are not cheap. When investing, it is important to know how to value a stock. This concept is the topic of hundreds and hundreds ...