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Fund Transactions Definition

Below please find a definition of “Fund Transactions”

Financial Analysis Training & Glossary TermsFund Transactions: All the activity of a portfolio: purchases and sales of securities, contributions to the fund and disbursements out of the fund, transfers, income receipts from dividends or bond interest, and payment of any administrative expenses. It is important with the case of hedge funds to read the fine print on what startup and operating expenses are paid out of the fees of the fund vs. absorbed by the fund.

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Tags:  Fund Transactions, Fund Transaction, Capital Transactions, Capital Transaction, Hedge Fund Transactions, Capital Fund Transactions

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Unlisted Securities Definition

Below please find a definition of “Unlisted Securities”

Financial Analysis Training & Glossary TermsUnlisted Securities: Securities which are not listed on an organized stock exchange, such as those traded over-the-counter.

UK: Shares (usually in small companies) which are not listed on a Recognized Investment Exchange. A limited number of unlisted securities have traded since 1980 on the unlisted securities market (USM) which however closed at the end of 1996. The USM was replaced by the alternative investment market (AIM).

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Stock Trading Volume Definition

Below please find a definition of “Stock Trading Volume”

Financial Analysis Training & Glossary TermsStock Trading Volume:

(1) The aggregate number of shares traded during a given period.

(2) The daily number of shares of a security that change hands between a buyer and a seller.

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Warrant Definition

Below please find a definition of “Warrant”

Financial Analysis Training & Glossary TermsWarrant: A certificate giving the holder the right to purchase shares of stock at a stipulated price within a specified time span. Warrants are like call options, but with much longer time spans — sometimes years or even forever. They are often attached to other securities (such as bonds) as an added purchase inducement or “sweetener” to enhance marketability. After issuance, a warrant may be traded separately, the price of which reflects the value of the underlying stock.

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Bottom Up Investment Approach Definition

Below please find a definition of “Bottom Up Investment Approach”

Financial Analysis Training & Glossary TermsBottom Up Investment Approach: An approach that seeks to identify investments that will produce strong returns, before assessing the influence that economic factor will have on those assets.

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Closed Fund Definition

Below please find a definition of “Closed Fund”

Financial Analysis Training & Glossary TermsClosed Fund: A hedge fund or open-end mutual fund that has at least temporarily stopped accepting capital from investors, usually due to rapid asset growth. Not to be confused with a closed-end fund.

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Tags:  Closed Fund, Closed Hedge Fund, Closed End Mutual Fund, Closed Mutual Fund, Closed Funds, Bond Closed End Funds, Closed End Country Fund, Closed Hedge Funds

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Compounded Monthly Return Definition

Below please find a definition of “Compounded Monthly Return”

Financial Analysis Training & Glossary TermsCompounded Monthly Return: The average monthly increase that, when compounding is taken into account, would have produced a fund’s total return over any period of time. For example, if a fund had a one-year return of 20%, its compounded monthly return would be 1.53% — the amount it would have needed to gain in each of 12 months to achieve that full-year result.

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Emerging Markets Investments Definition

Below please find a definition of “Emerging Markets Investments”

Financial Analysis Training & Glossary TermsEmerging Markets Investments: Investing in stocks or bonds issued by companies and government entities in developing countries, usually in Latin America, Eastern Europe, Africa and Asia. Such funds typically employ a short- to medium-term holding period and experience high volatility.

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Tags:  Emerging Markets Investments, Emerging Markets Investment, Emerging Market investment, Emerging Market Investments, Emerging Markets Investing, Investing in Emerging Markets

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Fixed Income Arbitrage Definition

Below please find a definition of “Fixed Income Arbitrage”

Financial Analysis Training & Glossary TermsFixed Income Arbitrage: An approach that aims to profit from pricing differentials or inefficiencies by purchasing a bond, annuity or preferred stock and simultaneously selling short a related security. Such funds are often highly leveraged.

Free MP3 Download:  To download our free 35 minute audio interview with expert Richard C. Wilson on how to succeed in the field of finance please click here.

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Tags:  Fixed Income Arbitrage, Fixed Income, Arbitrage, Fixed Income Arbitrage Investments, Fixed Income Investing, Arbitrage Investment Strategy, Fixed Income Hedge Fund

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Fundamental Analysis Definition

Below please find a definition of “Fundamental Analysis”

Financial Analysis Training & Glossary TermsFundamental Analysis: An approach that relies on valuing stocks by examining companies’ financials and operations, including sales, earnings, growth potential, asset size and quality, indebtedness, management, products and competition.

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