Zeus Asset Management

The portfolio produced a return of 1.92% for one month, ~23% annualized (no compounding). Utilizing all of of our leverage could lead to returns more than twice that annually, 50%+. However, past performance is not always an indication of future results and, of course, that estimate may be overly-optimistic.

The last five years’ worth of monthly returns for the Vanguard 500 Index Fund, Hasbro and R.J. Reynolds

Equity multiplier is also showing positive trend in 1993 and 1994. It shows that how efficiently shareholders equity is being used to make assets.

Return on total assets has increased substantially over the years, NPAT have also increased over the years. Return on shareholders funds has also shown a constant improvement over the years. After observing the profitability ratios we can say that

Yale’s investment philosophy is one of the critical factors that played into the success of the fund’s performance in the past years. The philosophy is based on 5 principles: focus on equity, diversification, opportunities in inefficient markets, outside managers and alignment of manager’s incentives with Yale’s interests. In the paragraphs below I will discuss how each of these principles is reflected in the endowment’s asset allocation, as shown from Exhibit 1.

To wisely invest, one needs to do a thorough comparative study of the annual reports, stock market performance, news, strategies, vision of the companies, etc to reach a conclusion.

However, growth investors are especially looking for firms that have speed up their earnings which are ahead of their industry group, which is the firms grow their earnings faster than the market over a long period the stock price will rise faster than it will for slower growing firms or the market in general. Instead of looking for firms that are devalued relative to their assets and current earnings, growth investors look for firms that whose future forecasts and earnings are being devalued by the market. There are several elements under basic concepts of growth investing that must be considered when assessing in investment growth which is the growth rate, the type and amount of risk and other elements that play an important role. Therefore, the data that growth investors and experts examine are

The report predicts the growth of this investor group will also work towards changing the management methods, as “they (sovereign investors) are transitioning from a model of hiring external asset managers to talent insourcing, and are hiring experts across asset classes, industries and geographies”.

This table below shows the performance for some capital markets indices over the past three years according to CNBC:

There are six standardized investor profiles described in the article, “The things that keep investors smiling”. They are listed as: ‘aggressive growth

Fund performance is measured through several benchmarks models that include the domestic four-factor model, Capital Asset Pricing Model, Jensen’s Alpha model and the Fama-French 3 factor model. These models of calculating the performance of mutual funds considers both domestic and foreign because Hong Kong is host to several foreign mutual fund companies that influence

Adjusted Fund Growth: According to Sharpe model SBI resource is set at first situated, JM financial resource and UTI store share second and Third positions and HDFC Forth rank independently. Differentiating and promote give back every one of the advantages are low.

Mutual fund is that the pool of the cash supported the trust who invests the savings of a number of investors who shares a standard money goal, just like the capital appreciation and dividend earning. The cash therefore collect is then invested with in capital market instruments such as shares, debenture, and foreign market. Investors invest cash and obtain the units as per the unit price that we have a tendency to refer to as NAV (Net Assets Value). investment company is that the most suitable investment for the soul because it offers a chance to speculate in wide-ranging portfolio management, sensible analysis team, professionally

Barua and Verma (1991) provided empirical evidence of equity mutual fund performance in India. They studied the investment performance of India’s first 7year close-end equity mutual fund, Master share. They found that the fund performed satisfactory for large investor in terms of rate of return. Ippolito (1992) expressed that fund/scheme selection by investors is based on past performance of the funds and money flows into winning funds more rapidly than they flow out of losing funds. Sarkar and Majumdar (1995) evaluated financial performance of five close-ended growth funds for the period February 1991 to August 1993, concluded that the performance was below average in terms of alpha values (all negative and statistically not significant) and funds possessed high risk.

To Study the Investors Behaviour towards Mutual Fund in surat city” is the bonafide work of Mr. Atmiya J. Patel (Enrollment No.148050592045), who has carried out the research under my supervision. I also certify further, that to the best of my knowledge the work reported herein does not form part of