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1,000 U.S. Public Pension Fund Database Released

December 31st, 2009 • By: admin North America

This database has 1,000 U.S. public pension funds, with detailed contact information, including e-mails, and asets under management. Contact persons include top decision-makers.

Based on data from official sources, this database has been developed through proprietary reseach over the six four years. It is delivered in Excel via e-mail.

This database is an excellent resource for money managers seeking to raise capital, especially in this tough investment climate.

Please call (914) 301-5710 to place an order.

Poll Reveals How U.S. Investors Feel About Their 401(k)

April 19th, 2016 • By: The Capital Express Individual Investors news

The vast majority of employed U.S. investors who participate in a 401(k) savings plan, the primary means of retirement savings for many working Americans, view it positively. Nine in 10 investors say they are satisfied with their own 401(k) plan as a tool for saving for their retirement, including 44 percent who are “very” satisfied and 47 percent who are “somewhat” satisfied. Just 9% are somewhat or very dissatisfied.

Satisfaction is just as high among those with less than $100,000 invested (90 percent) as it is among higher-asset investors (93 percent), indicating the 401(k)’s egalitarian appeal.

These findings are from the latest Wells Fargo/Gallup Investor and Retirement Optimism Index survey, conducted among 1,012 U.S. investors. Approximately 40 percent of U.S. adults meet the survey’s criteria as investors; these criteria involve having $10,000 or more invested in stocks, bonds or mutual funds, either in an investment or retirement account. Seven in 10 employed investors say their current employer offers a 401(k) — and of these, 88 percent say they participate.

Although 401(k) plans offer tremendous opportunity for investors to achieve financial freedom in retirement, the onus for managing them falls on individuals. Along with saving enough, making the right investment decisions at each stage of a worker’s career — which involves maximizing growth while managing risk — is key to building wealth.

Internet, Personal Adviser Tie as Preferred Source of Advice

Among six tools or resources that investors use to help them allocate their 401(k) investments, Internet research and personal financial advisers tie for the most commonly used — with 58 percent of investors naming each. These are followed by online investment calculators, at 46 percent, and advice from family and friends, at 40 percent. One in five investors use target-date funds, which automate allocation based on the date investors plan to start taking withdrawals.

Although 78 percent of investors who are currently enrolled in a 401(k) say they have access to a financial call center through their plan, only 15 percent say they rely on it for allocation advice.

Majorities of investors younger than age 50 and those closer to retirement age say they rely on a personal financial adviser. However, it is the top resource used by those aged 50 and older while it ranks second to Internet research among those aged 18 to 49.

IMF revises global growth forecast

April 19th, 2016 • By: The Capital Express North America news

Global growth will receive a boost from lower oil prices, caused by higher output. But this boost is projected to be more than offset by negative factors, including investment weakness, according to the Inrernational Moneytary Fund.

Global growth in 2015–16 is projected at 3.5 percent and 3.7 percent, down 0.3 percent from the earlier prediction in October.

The revisions reflect a reassessment of prospects in China, Russia, the euro area, and Japan as well as weaker activity in some major oil exporters because of the sharp drop in oil prices.

The United States is the only major economy for which growth projections have been raised.

U.S. Investors unruffled despite market gyrations

April 19th, 2016 • By: The Capital Express North America news

Some 75 percent of U.S. stockholders say they are very or somewhat likely to take no action despite market gyrations. One in four, however, may transfer a portion of their stocks into safer investments and 11 percent may sell all of their shares, according to a recent Gallup investor survey.

Some 75 percent of U.S. stockholders say they are very or somewhat likely to take no action despute market gyrations. One in four, however, may transfer a portion of their stocks into safer investments and 11 percent may sell all of their shares, according to a recent Gallup investor survey.

The survey was conducted Jan. 30-Feb. 9 with 1,011 U.S. adults who have $10,000 or more in investments. The survey took place after the stock market gave investors a bumpy ride in December and January, but as the market’s strong performance in February was building. Despite some ups and downs at the start of March, the market remains near record highs.

Nearly half of investors with stock investments are likely to put additional money into stocks.

Additionally, 58 percent of all investors in early February said it was a good time to invest in the financial markets, up from 52 percent a year ago.

The U.S. equity markets looked shaky at the start of winter after a strong fall. The Dow Jones Industrial Average was essentially flat in December and down nearly 4 percent in January. But in polling conducted as the markets began to recover in February, investors seemed largely unruffled. More than twice as many saw market volatility as a buying opportunity than as a reason to transfer all stock investments, and most were content to ride it out. A sequence of improved jobs reports in recent months coupled with lower gas prices in early February may have helped lift investors’ spirits.

IMF revises global growth forecast

March 9th, 2015 • By: The Capital Express Individual Investors news

Global growth will receive a boost from lower oil prices, caused by higher output. But this boost is projected to be more than offset by negative factors, including investment weaknes, according to the Inrernational Moneytary Fund.

Global growth in 2015–16 is projected at 3.5 percent and 3.7 percent, down 0.3 percent from the earlier prediction in October.

The revisions reflect a reassessment of prospects in China, Russia, the euro area, and Japan as well as weaker activity in some major oil exporters because of the sharp drop
in oil prices.

The United States is the only major economy for which growth projections have been raised.

U.S. investors unruffled by market gyrations

March 9th, 2015 • By: The Capital Express Individual Investors news

Some 75 percent of U.S. stockholders say they are very or somewhat likely to take no action despute market gyrations. One in four, however, may transfer a portion of their  stocks into safer investments and 11 percent may sell all of their shares, according to a Gallup survey released early March.

The survey was conducted Jan. 30-Feb. 9 with 1,011 U.S. adults who have $10,000 or more in investments. It  took place after the stock market gave investors a bumpy
ride in December and January, but as the market’s strong performance in February was building. Despite some ups and downs at the start of March, the market remains near
record highs.

Nearly half of investors with stock investments are likely to put additional money into stocks, the study found.  Additionally,  58 percent of all investors in early February said it was a good time to invest in the financial markets, up from 52 percent a year ago.

The U.S. equity markets looked shaky at the start of winter after a strong fall. The Dow Jones Industrial Average was essentially flat in December and down nearly 4 percent
in January. But in polling conducted as the markets began to recover in February, investors seemed largely unruffled. More than twice as many saw market volatility as a
buying opportunity than as a reason to transfer all stock investments, and most were content to ride it out. A sequence of improved jobs reports in recent months coupled with
lower gas prices in early February may have helped lift investors’ spirits.

 

Malaysia’s growth to dip in 2015

March 9th, 2015 • By: The Capital Express Asia news, Individual Investors news

Malaysia’s growth is expected to fall to about 5 percent in 2015, down from 6 percent last year, according to IMF economists.

In their annual report on the health of the Malaysian economy, the economists said inflation is likely to inch up to 3.25 percent because of an end to fuel subsidies, new
service tax and exchange-rate depreciation.

Private consumption growth is likely to moderate, reflecting the net effects of lower commodity prices, the impact of the new tax, and slower credit growth, as financial
conditions tighten.

The report assesses the projected decline in average crude oil prices for 2015 as a net negative shock for Malaysia, which is a large net exporter of natural gas, crude palm
oil, and other commodities. Lower commodity prices will be a drag on the economy as investment in commodities and the energy sector falls and the negative income effect of a
higher exchange rate will reduce demand for services.

However, manufacturing exports should get a boost, aided by a weaker exchange rate and higher growth in the United States. Also, lower energy costs should help stimulate the
non-oil sectors. Consequently, only a modest negative impact on growth is expected.

 

New York advisory firm parks $3.4M in California chips maker #familyofficedatabase

January 15th, 2015 • By: admin Hedge Funds

Vertex Capital Advisors LLC, a New York investment adviser, reported Jan. 14 a $3,463,530 investment in GSI Technology Inc, a Sunnyvale, Calif., manufacturer of computer chips used in networking, military, medical and automotive software.
Contact:
ERIC SINGER
Vertex Capital Advisors LLC
825 Third Avenue, 33rd Floor
New York, New York 10022
212-752-5750

#familyoffice #familyofficedatabase #familyofficedirectory

New York hedge fund bets $41.2M on Greek shipping company

August 11th, 2014 • By: admin Hedge Funds


12 West Capital Management LP, a New York hedge fund, reported Aug. 11 a $41,292,309 investment in Diana Containerships Inc., a shipping company in Athens, Greece.

 

Contact:

James Gilmore
12 West Capital Management LP
90 Park Avenue, 41st Floor
New York, New York 10016
646.216.7044

 

 

U.S. investors skittish about betting on stocks

August 11th, 2014 • By: The Capital Express Individual Investors news


Despite a 30 percent jump in the S&P 500 Index last year, a majority of U.S. investors are skittish about betting on stocks, according to a Gallup poll released Aug. 11.

Only 41 percent of those polled say that if given an additional $10,000 to save or invest, they would put it in the stock market. Some 36 percent would hold it in cash, while 20 percent would buy a certificate of deposit.

The survey, conducted in late June and early July, is based on a nationally representative sample of U.S. investors with $10,000 or more in stocks, bonds, mutual funds, or in a self-directed IRA or 401(k).

The cautiousness is mirrored in a separate question asking investors how they feel about investing their own money in the market. Nearly half describe themselves as extremely or somewhat nervous about doing this; another 38 percent are a little nervous, while just 16 percent are not nervous at all.

Aerospace company sees bright future

July 28th, 2014 • By: The Capital Express Individual Investors news, North America news

Bouyed by second-quarter earning results, Barnes Group Inc. (NYSE: B), an international industrial and aerospace manufacturer and service provider, based in
Bristol, Conn, is projecting a bright outlook for the company for this year.

“Barnes Group delivered strong second quarter performance and our view of 2014 continues to be very positive,” said Patrick J. Dempsey, president and chief
executive officer of Barnes Group. “Our primary end-markets remain favorable, and the recent acquisitions of Männer and Synventive delivered excellent results.
This quarter’s financial performance, coupled with the new Aerospace component repair program, allows us to increase our 2014 full-year outlook.”

Income from continuing operations for the second quarter was $30.2 million, or 54 cents per diluted share, up from 17 cent in the prior-year period, the
company reported July 25.

 
 
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