生长“增长”由cla的机构ssified as:
Aggressive Growth investors employ an extreme version of the growth style. This can be seen by their propensity to hold the stocks of companies that are growing their revenue and EPS extremely quickly, are in an early stage of their life cycle, or have minimal or no current earnings.
Core Growth managers typically invest in mid or large capitalization, blue chip companies that have historically performed near the top of their sector or the S&P 500 in terms of profitability, earnings growth, and revenue growth. These investors are often willing to pay premium PE multiples for highly sustainable businesses, strong management and consistent growth over the long term.
Growth investors bridge the gap between the Aggressive Growth and Core Growth investment styles. They tend to be slightly more aggressive than Core Growth investors, willing to pay slightly higher multiples for stocks and trade at a slightly more active pace. In general, they are looking for companies growing at superior rates than the general marketplace, but are unwilling to pay the extremely high multiples associated with the hyper growth stocks. |
264. |
6609.79 |
25.46 |
40790732 |
| 积极增长积极增长investors employ an extreme version of the growth style. This can be seen by their propensity to hold the stocks of companies that are growing their revenue and EPS extremely quickly, are in an early stage of their life cycle, or have minimal or no current earnings. |
10. |
13.7.76 |
0.53 |
850,481 |
| 核心增长核心增长管理人员通常投资中型或大型资本化，蓝筹公司，在历史上进行的，在其部门顶部或标准普尔500领域在盈利，盈利增长和收入增长方面进行。这些投资者往往愿意为高度可持续的企业支付优质PE倍数，长期管理强劲的管理和一致的增长。 |
183. |
4.,515.07 |
17.40 |
27871333 |
| 生长增长投资者弥合了侵略性生长和核心增长投资风格之间的差距。他们往往比核心增长投资者稍微咄咄逼人，愿意为股票和贸易略高地支付略高的倍数。总的来说，他们正在寻找以优越的利率发展的公司比普通市场，但不愿意支付与超高增长股相关的极高倍数。 |
71. |
1956.96 |
7.53 |
12068918 |
收入“收入”是由cla的机构ssified as:
Income Value investors are similar to those in the Core Value category except they are as interested in the dividend yield as they are in the low valuation ratios of the stocks they purchase. As a result, Income Value portfolios typically exhibit above average current income and low PE ratios.
Yield investors typically focus on buying companies with indicated dividend yields that are comfortably above the S&P 500 average and that are perceived to be able to continue making or increasing dividend payments over time. Investors that fall into this category tend to focus on income and safety more than on capital appreciation, and many have a dividend yield "hurdle rate" below which they will be either unlikely to consider owning a particular stock or forced to pare back a current position. |
47. |
997.77 |
3.84 |
6,152,377 |
| 收入价值收益价值投资者与核心价值类别的投资者相似，但他们对股息收益率的兴趣与他们购买的股票的低估值比率一样。因此，收益价值组合通常表现出高于平均流动收入和低PE比率。 |
18. |
909.28 |
3.50 |
5605914 |
| 屈服屈服investors typically focus on buying companies with indicated dividend yields that are comfortably above the S&P 500 average and that are perceived to be able to continue making or increasing dividend payments over time. Investors that fall into this category tend to focus on income and safety more than on capital appreciation, and many have a dividend yield "hurdle rate" below which they will be either unlikely to consider owning a particular stock or forced to pare back a current position. |
29. |
88.49 |
0.34 |
546463 |
| 指数指数investors generally create portfolios that are designed to match the composition of one or more of the broad-based indices such as the S&P 500, the Russell 1000/2000/3000, the Wilshire 5000, or the Nasdaq 100. Therefore, the performance and risk of the portfolio mirrors a section of the broader market. Their investment decisions are driven solely by the makeup of the index that is tracked rather than by an evaluation of the company and its business prospects. As a result, Index firms are often referred to as "passive" investors. Thomson Reuters categorizes these portfolios based on its specific knowledge of their historical investment behavior. |
57. |
6160.45 |
23.71 |
37,994,450 |
其他“其他”由归类为：
经纪商经销商通常是交易促进者而不是投资者的课程。该集团包括销售方面的研究公司，纽约证券交易所和纳斯达克商台投资银行职位，投资银行客户办公桌代表企业执行私人客户公司，基本上担任高净值的托管人的私人客户公司和销售单位投资信托或交易所交易产品的经纪人。
新兴市场 - 这些投资者主要关注拉丁美洲，远东，欧洲和非洲发展中经济体的公司。
对冲基金投资者的大部分资金投资于某种市场中性战略。值得注意的是，“对冲基金”一词是法律结构（与共同基金相反）和投资风格。几乎每个使用对冲基金或市场中性风格的公司都是合法组织为对冲基金（因此只对认可的投资者开放）。许多人是未注册的海上资金，没有投资限制，并不须遵守披露规定。共同的元素是，在特定权益中采取的任何长位置都在合并合作伙伴（风险套利）中的短位置，同一部门的“高估”成员（长/短配合交易），可转换债券（可转换套利），期货合约（指数套利）或选项合同（波动率套利）。由于这些投资者的特殊性质，他们的投资组合的基本原理并不指示其投资风格。Thomson Reuters根据其对历史投资行为的具体了解来分类这些投资组合。
国际 - 这种风格是指投资于北美境外的公司股票的大多数股权资产的货币管理人员。在大多数情况下，投资组合的北美部分是太小或不存在，排除汤森路透社根据这些公司的基础确定准确的投资风格。对于拥有更重要的北美控股的“全球”投资者，可以给出特定的风格，主要适用于投资组合的北美部分。
部门的特定投资者拥有大部分资产 a single major industry category. Many times these investors are "forced" to own most if not all of the stocks in a given sector whether or not they are deemed appropriately valued. Since their portfolio exposure is linked to a single sector, their performance is usually measured against an index that is pertinent only to that industry. As such, tweaking the relative exposure to the companies that constitute a given sector will determine these firm's investment decisions.
Specialty - This category encompasses a range of styles that are not based on the financial fundamentals of the stocks in the portfolio relative to the overall market. Examples include investors that hold a particularly high concentration of a single stock or a very small set of stocks, or specialize in convertible securities. This category is also reserved for any institution or mutual fund that does not meet the criteria for any of the other investment styles. Thomson Reuters categorizes these portfolios based on its specific knowledge of their historical investment behavior.
Venture Capital and Private Equity investors are usually owners of public companies only when they have participated in a round of financing prior to an IPO and subsequently retained ownership after the transition from a private company to a public company. Other investors often consider positions held by venture capitalists as an "overhang" on the stock of a publicly traded company since VCs will typically dispose of their holdings of public companies during the first few years following an IPO. |
263. |
5610.19 |
21.61 |
34,630,585 |
| 经纪人经销商经纪商通常是交易促进者而不是投资者。该集团包括销售方面的研究公司，纽约证券交易所和纳斯达克商台投资银行职位，投资银行客户办公桌代表企业执行私人客户公司，基本上担任高净值的托管人的私人客户公司和销售单位投资信托或交换交易产品的经纪人。 |
38. |
587.97 |
2.26 |
3,624,990 |
| gargar(Growth at a Reasonable Price) investors try and build their portfolios with two types of securities: 1) those that are trading at a discount to the market or their peers yet are expected to grow at higher than the market average or their peers, and 2) those whose forward PE ratio is less than, equal to, or only slightly above the long term projected growth of the company. Stated another common way, GARP investors will often say they are either looking at large cap stocks whose PEG ratio (forward PE divided by 5 year projected Growth) is less than the S&P 500 or at any sized company whose PEG ratio is less than 1. This is a more conservative investment style in comparison to an outright growth-oriented strategy. In addition, dividend yield is generally not a concern of most GARP investors. |
129. |
4.,211.55 |
16.23 |
26,003,010 |
| 对冲基金对冲基金投资者的大部分资金都投资于某种市场中性策略。值得注意的是，“对冲基金”一词既是一种法律结构（而不是共同基金），又是一种投资方式。几乎所有使用对冲基金或市场中性风格的公司都是合法的作为对冲基金组织（因此只对认可的投资者开放）。许多是未注册、没有投资限制、不受披露规定约束的境外基金。共同的因素是，在特定权益中所持的任何长期头寸都会被合并伙伴（风险套利）、同一部门的“高估”成员（长/短配对交易）、可转换债券（可转换套利）、期货合同（指数套利）或期权合同（波动性套利）中的空头头寸所抵消。由于这些投资者的特殊性，他们的投资组合的基本面并不能说明他们的投资风格。汤森路透根据其对历史投资行为的具体了解，对这些投资组合进行分类。 |
83. |
578.54 |
2.23 |
3571416 |
| 专业专业 - 此类别包括一系列不基于投资组合中股票的财务基本面相对于整体市场的风格。例子包括投资者，持有特别高浓度的单一库存或一部非常小的股票，或专门从事可换股证券。该类别还为任何不符合其他投资风格的标准而保留的任何机构或共同基金。汤森路透社根据其对其历史投资行为的具体知识进行分类这些投资组合。 |
13. |
232.13 |
0.89 |
143169 |
Value“价值”由以下机构组成：核心价值投资者关注于绝对基础上相对较低估值的公司，无论是相对于市场还是其同行，还是与单个股票的历史水平相比。这些投资组合通常显示市盈率、市盈率和市盈率与现金流量的倍数低于标准普尔500指数。此外，这些投资组合中公司的长期收入增长率经常低于市场平均水平，其收益往往更具周期性。
深值投资者采用了更极端的价值投资版本，其特征是持有估值极低的公司股票。这些公司往往特别不受欢迎，或者在那些不受欢迎的行业。这类投资者因鼓动新管理层、合并或子公司分拆等变化而闻名。 |
159. |
3,493.33 |
13.44 |
2150446 |
| 核心价值核心价值investors focus on buying companies at relatively low valuations on an absolute basis, in relation to the market or its peers, or in comparison to an individual stock's historical levels. These portfolios typically exhibit price-to-earnings, price-to-book and price-to-cash flow multiples below the S&P 500. In addition, secular revenue growth rates of the companies in these portfolios are frequently below market averages and their earnings tend to be more cyclical. |
133. |
3206.57 |
12.34 |
19,771,865 |
| Deep Value深度价值投资者采用更极端的价值投资版本，其特征在于持有具有极低估值措施的公司股票。这些公司通常特别讨厌或在外面的行业。这一类别的一些投资者被唤醒用于搅动诸如新管理，合并或拆卸子公司的变化。 |
26. |
286.76 |
1.10 |
1,768,681 |
