Marc Pfeffer - Cls Flexible Fund Manager
Marc Pfeffer is Fund Manager at Cls Flexible Income
Marc Pfeffer joined CLS in 2011, continuing as Senior Portfolio Manager for the Milestone Treasury Obligations Fund, which CLS incorporated into its fund family in January 2012. In his current role, he is responsible for the daily management of the fund, as well as oversight and development of new products and services to meet the liquidity and cash management needs of CLS clients. Additonally, Mr. Pfeffer is manager of the CLS Flexbile Income Fund and comanager of the CLS Global Growth Fund. He has 25 year of investment management experience, having worked previously at Goldman Sachs Asset Management and Bear Stearns
Phone | 866-811-0225 |
Cls Flexible Management Performance (%)
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Cls Flexible Income Management Team
Elected by the shareholders, the Cls Flexible's board of directors comprises two types of representatives: Cls Flexible inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Cls. The board's role is to monitor Cls Flexible's management team and ensure that shareholders' interests are well served. Cls Flexible's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Cls Flexible's outside directors are responsible for providing unbiased perspectives on the board's policies.
Joshua Jenkins, Fund Manager | ||
Marc Pfeffer, Fund Manager | ||
Jackson Lee, Fund Manager |
Cls 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 Cls Flexible 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 | 17.28 X | |||
Price To Book | 1.94 X | |||
Price To Sales | 1.42 X | |||
Total Asset | 89.91 M | |||
One Year Return | 3.47 % | |||
Three Year Return | 2.67 % | |||
Five Year Return | 2.58 % | |||
Ten Year Return | 3.03 % | |||
Net Asset | 89.91 M | |||
Minimum Initial Investment | 2.5 K |
Pair Trading with Cls Flexible
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 Cls Flexible 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 Cls Flexible will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Ameren Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ameren Corp 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 Ameren Corp - 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 Ameren Corp to buy it.
The correlation of Ameren Corp 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 Ameren Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ameren Corp 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 Ameren Corp 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. 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 bureau of economic analysis. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Cls Mutual Fund
If you are still planning to invest in Cls Flexible Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Cls Flexible's history and understand the potential risks before investing.
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