Daniel Loewy - Ab All Fund Manager
| AMTIX Fund | USD 8.67 0.01 0.12% |
Daniel Loewy is Chief Investment Officer and CoHead of MultiAsset Solutions. He oversees the research and product design of the firms multiasset strategies, as well as their implementation. In addition, Loewy is Chief Investment Officer for Dynamic Asset Allocation, and is responsible for the development and investment decision making for that service. He is also a member of the Real Asset Investment Policy Group and the Target Date Investment Oversight team. Loewy previously led the Wealth Management Groups research on the major investment issues faced by our highestnetworth clients, including asset allocation, alternative investments and tax management. Prior to that, he was a research analyst in the equity research department, where he followed the aerospace and defense and capital goods sectors. Additionally, Loewy has served as an associate portfolio manager for our value equity services. He holds a BS in industrial and labor relations from Cornell University and an MBA fro
| Phone | 800-227-4618 |
Ab All Management Performance (%)
Similar Money Managers
| Found 6 records | One Year Return | ||
| Terrance Hults | Ab Minnesota Portfolio | N/A | |
| Vadim Zlotnikov | Ab All Market | N/A | |
| David Dalgas | Ab Global E | N/A | |
| Vadim Zlotnikov | Ab All Market | N/A | |
| Terrance Hults | Ab Minnesota Portfolio | N/A | |
| David Dalgas | Ab Global E | N/A | |
AMTIX Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Ab All a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 20.27 X | ||||
| Price To Book | 1.36 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 1.28 B | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 1.97 % | ||||
| One Year Return | 4.89 % | ||||
| Three Year Return | 4.69 % | ||||
| Five Year Return | 6.00 % | ||||
| Ten Year Return | (0.29) % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Ab All in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Ab All's short interest history, or implied volatility extrapolated from Ab All options trading.
Pair Trading with Ab All
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ab All position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ab All will appreciate offsetting losses from the drop in the long position's value.Moving together with AMTIX Mutual Fund
| 0.9 | GCEAX | Ab Global E | PairCorr |
| 0.9 | GCECX | Ab Global E | PairCorr |
| 0.9 | GCEYX | Ab Global E | PairCorr |
| 1.0 | AMTYX | Ab All Market | PairCorr |
| 0.97 | AMTOX | Ab All Market | PairCorr |
The ability to find closely correlated positions to Ab All could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ab All when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ab All - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ab All Market to buy it.
The correlation of Ab All is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ab All moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ab All Market moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ab All can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ab All Market. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.