Posts

Hypo Venture Capital Asset Allocation: A Sound Investment Strategy Part 2

/in , /by

Here at Hypo Venture Capital we are committed to offering our clients access to the latest and broadest range of financial services and products on the market. We know that choosing the right strategy, the right investment and the right product is no easy task in this day and age! Whether its advice, investments or financial planning we are here to answer all your questions and facilitate all your financial needs.

In today’s complex financial markets, you have an impressive array of investment vehicles from which to select. Each investment also carries some risks, making it important to choose wisely if you are selecting just one.

The good news is that there’s no rule that says you must stick with only one type of investment. In fact, you can potentially lower your investment risk and increase your chances of meeting your investment goals by practicing “asset allocation.”

Asset Allocation Can Work

For instance, at age 25 you may decide to invest with the goal of retiring in comfort within 40 years. Most likely, your investment goal is to achieve as much growth as possible — growth that will outpace inflation substantially. In aiming to reach this goal, you may allocate 70% of your assets into aggressive growth stocks, 20% into bonds, and 10% into money market instruments. You have years to ride out the wide fluctuations that come with stocks, but at the same time, you potentially lower your risk with your bond and money market holdings.

Because your goals and circumstances are unique, you may want to talk with an investment advisor who can help you tailor an allocation strategy for your needs. Generally, your asset allocation will change as you reach different stages in your life, as your investment goals also change along with these shifts in lifestyle.

If you have been investing aggressively for retirement for more than 20 years and are now less than 10 years from retiring, protecting what your investment may have earned from market ups and downs may become more important. In this case you may want to gradually shift some of your stock allocation into your bond and money market holdings. Keep in mind, however, that many financial experts recommend that stocks be considered for every portfolio to maintain growth potential.

A Simple Process, Some Dramatic Potential Results

Asset allocation is a simple concept, yet vital to long-term investment success. In fact, a landmark study cited in Financial Analysts Journal shows that about 90% of the variability of average total returns earned by balanced mutual funds and pension plans over time was the result of asset allocation policy.3 For many individual investors, the asset allocation decision amounts to choosing what types of mutual funds to invest in and the amount to invest in each type of fund. Others may want to add individual securities to this mix after exploring their investment options.

Regardless of the asset allocation strategy you choose and the investments you select, keep in mind that a well-crafted plan of action over the long term can help you weather all sorts of changing market conditions as you aim to meet your investment goal(s).

Points to Remember

1. Asset allocation is the way in which you spread your investment portfolio among different asset classes, such as stocks and stock mutual funds, bonds, and bond mutual funds.

2. When prices of different types of assets do not move in tandem, combining these investments in a portfolio can help reduce the variability of returns, commonly referred to as “market risk.”

3. Mutual funds are pools of securities, usually offering diversification within a single asset class. Some mutual funds may include several asset classes.

4. The asset allocation that is right for you depends on your investment time frame, goals, and tolerance for risk.

5. As your investment time frame and goals change, so might your asset allocation. Many financial experts suggest reevaluating your asset allocation periodically or whenever you experience a milestone event in your life such as marriage, the birth of a child, or retirement.

Want to know more?

Hypo Venture Capital is an independent investment advisory firm which focuses on global equities and options markets. Our analytical tools, screening techniques, rigorous research methods and committed staff provide solid information to help our clients make the best possible investment decisions. All views, comments, statements and opinions are of the authors. For more information go to www.hypovc.com

Hypo Venture Capital is an independent investment advisory firm which focuses on global equities and options markets. Our analytical tools, screening techniques, rigorous research methods and committed staff provide solid information to help our clients make the best possible investment decisions. All views, comments, statements and opinions are of the authors. For more information go to www.hypovc.com

Find More Venture Capital Articles

Anadigm® Secures $15M In Third Funding Round Led by Atlas Venture. Investment to Fund Business Growth and Further Programmable Analog IC Developments

/in , /by

(PRWEB) October 4, 2003

CAMPBELL, CA (PRWEB)October 2, 2003 — Anadigm®, the programmable analog company, today announced the closing of a new round of financing worth $ 15 million.

This C round of funding, led by Atlas Venture with ongoing investment from 3i, Quester and NIF Ventures, points to Anadigm®’s success in winning market acceptance for its field programmable analog array (FPAA) integrated circuits, which offer an analog equivalent to the digital field programmable gate array (FPGA).

Anadigm® was founded in January 2000 as a spin-off from Motorola. More than 140 customers are designing Anadigm® FPAA technology into their products to provide complex filtering, signal conditioning, and closed loop control functions in consumer audio, industrial, and communications systems.

The company’s product offering combines programmable silicon with easy-to-use software tools that drastically reduce the time needed to design, verify, and bring to market embedded systems with analog interfaces. Anadigm®’s FPAAs are moreover the industry’s first such chips that can adapt on the fly to perform multiple functions, adjust to different environmental and electrical conditions, or compensate for equipment aging.

“Anadigm® offers one of the few analog technologies that is both innovative and disruptive,” said Gerry Montanus, Senior Principal at Atlas Venture. “The recent launch of the company’s Anadigmvortex product line has brought the company industry-wide attention, and demonstrates the market’s readiness for a technology that will reduce the cost of analog circuit design, manufacturing, and innovation. Real-world interfaces are essential to a very wide range of electronic systems, and we are delighted to be part of Anadigm®’s ambitious project of revolutionizing the way they are conceptualized and implemented.”

The funding will be used to continue to expand Anadigm®’s business in all geographical markets and support ongoing product development activities. The investment will also support additional enhancements to the software used to program the company’s Anadigmvortex FPAAs, which remove the complexity from analog design and reduce the time for analog implementations from months to minutes.

“We are excited to be moving forward with the support of these leading venture capital firms. 3i and Quester have been very supportive of the business and were instrumental in bringing in Atlas Venture,” said Bill McLean, Anadigm® President and CEO. “Our FPAA solutions continue to gain traction in the marketplace and customer engagements are validating our technology’s value-add. The investment will allow us to implement the next stage of our product strategy and to further penetrate our target markets.”

###

About Atlas Venture

Atlas Venture is the leading international early-stage venture capital firm, investing in communications, information technology and life sciences companies. Atlas Venture has investing offices in Boston, London, Munich and Paris, and its investments are evenly divided between the United States and Europe. Founded in 1980, Atlas Venture has organized six international funds, and currently manages more than $ 2.1 billion in committed capital. The Atlas Venture investment team is comprised of seasoned operating executives and career venture capitalists that have been deeply involved in the formation and development of more than 300 companies worldwide. Visit Atlas Venture on the Web at http://www.atlasventure.com.

About 3i

3i brings capital, knowledge and connections to the creation and development of businesses around the world. It invests in a wide range of opportunities from start-ups to buy-outs and buy-ins, focusing on businesses with high growth potential and strong management. 3i invests in businesses across three continents through local investment teams in Europe, Asia Pacific and the USA. To date, 3i has invested over £15 billion (including co-investment funds). In the 12 months to 31st March 2003 an average of £3.7 million (including co-investment funds) was invested each working day. 3i’s current portfolio is valued at almost £4 billion. http://www.3i.com

About Quester

Quester is one of the UK’s leading independent venture capital groups specialising in the provision of finance and management support for growth companies at all stages of their life. Quester’s focus is on early stage investments in information and communication technology, healthcare and life science companies. With its first rate track record, Quester has earned a reputation as one of the best UK based sources of venture capital. The Quester investment team manages approximately £300 million on behalf of major institutional investors, leading UK universities, and five quoted venture capital trusts. http://www.quester.co.uk.

About NIF

NIF Ventures Co Ltd manages approximately $ 1.5 billion in venture capital funds, and has invested in over 1,400 companies since its establishment in 1982. With offices in Japan, Taiwan, Singapore, and the United States, NIF offers worldwide representation. Its primary investment focus is in the information and communications technology industries. http://www.nif.co.jp

About Anadigm®

Anadigm® brings platform-based design to the analog world with pre-qualified software and hardware components that allow complex analog circuits to be implemented in an analog equivalent to the FPGA. Designed to implement signal conditioning, filtering, data acquisition, closed-loop control, and other analog functions in a wide range of embedded systems, Anadigm® FPAAs are first programmable analog ICs that can adapt on the fly to perform multiple functions, adjust to different environmental conditions, or compensate for equipment aging. Founded in January 2000 as a venture-backed technology spin-off from Motorola, Anadigm® maintains U.S. headquarters in Campbell, Calif., and European headquarters in Crewe, U.K. For further information, visit Anadigm® on the Web at http://www.anadigm.com.

Anadigm® and AnadigmDesigner® are registered trademarks of Anadigm®. All other trademarks appearing herein are the property of their respective owners.



More Venture Capital Trusts Press Releases

Venture Capital Trusts – The Impact Of The UK Budget – Commentary

/in , /by

Venture Capital Trusts – The Impact Of The UK Budget – Commentary
Editor's note: Following last week's annual UK budget by finance minister George Osborne, Albion Ventures, an investment firm, gives its views on changes made to Venture Capital Trusts – structures that have been a feature of the market in recent years …
Read more on Wealth Briefing (subscription)

Blackstone Group's Goodman, Pension Benefit Guaranty's Gotbaum, and Loomis …
… Equity Blackstone Group Real Estate Investment Trust Cohen & Steers Venture Capital Sequoia Capital Please visit the awards website for additional information: usinvestmentawards.com About Institutional Investor magazine Now in its fifth decade, …
Read more on San Francisco Chronicle (press release)

The Venture Capital Trust (Amendment) Regulations 1999 (Statutory instruments: 1999: 819)

/in , /by

The Venture Capital Trust (Amendment) Regulations 1999 (Statutory instruments: 1999: 819)

The Venture Capital Trust (Amendment) Regulations 1999 (Statutory instruments: 1999: 819)

Price:

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

/in , /by

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

The Venture Capital Trust Regulations 1995: Income Tax (Statutory instruments: 1995: 1979)

Price:

Related Venture Capital Trusts Products

Principle First Highlights Budget Plans

/in , /by

Derry, Northern Ireland (PRWEB) May 28, 2010

Principle First has registered extremely strong demand for Venture Capital Trust (VCT) investments driven on the one hand by the VCT’s numerous tax advantages, but also by proposed positive changes in VCT legislation which were announced in this year’s budget, which if passed should allow VCTs to invest in a wider range of small and medium-sized enterprises (SMEs) with up to 250 employees, and market capitalisation up to

venture capital trust business, investment in management the growth performance of start-ups impact study Reviews

/in , /by

venture capital trust business, investment in management the growth performance of start-ups impact study

venture capital trust business, investment in management the growth performance of start-ups impact study

List Price: $ 95.73

Price:

Related Venture Capital Trusts Products

Need to support early-stage entrepreneurs – CEO of Venture Capital

/in , /by

Need to support early-stage entrepreneurs – CEO of Venture Capital
Mr Daniel Duku, Chief Executive Officer of Venture Capital Trust Fund, has observed that job creation and economic prosperity in Ghana would depend on efforts of the next generation of entrepreneurs. He called for the initiation of measures to promote …
Read more on Ghana Business News

AIC welcomes Treasury rethink on VCT limit
The Association of Investment Companies has backed the Treasury's decision to postpone new limits on venture capital trusts' investment capabilities. Last week, the Treasury postponed a measure included in the Finance Bill that would have subjected …
Read more on Money Marketing

How to use the tax rules to your advantage
Venture capital trusts (VCTs) and enterprise investment schemes (EISs) give 30 per cent upfront tax relief on investments into small growth companies. VCTs can also pay tax-free dividends, while EISs offer an inheritance tax exemption once held for two …
Read more on Financial Times

Investment Trusts: A Review of Q1 Activity
The first three months of 2012 have seen a fair amount of activity in investment trusts. Below are some of the highlights in terms of capital changes, share repurchases and director dealings. Keep in mind, all performance figures use net asset value …
Read more on Hemscott

Episode 116 – Advanced Investing I: Venture Capital Trusts

/in , /by

Episode 116 - Advanced Investing I: Venture Capital Trusts

Moving into another little mini-series on advanced investing, beginning with Venture Capital Trusts. VCTs are investments with significant tax breaks, but are generally the preserve of the wealthy and those with a high capacity for investment risk.

Governor OMalley Swears in Members of Maryland Venture Fund Authority at Inaugural Meeting

/in , /by


Baltimore, MD (PRWEB) August 31, 2011

Governor Martin OMalley today presided over the official swearing-in of the Maryland Venture Fund Authority (MVFA) members. The nine-member Authority was established to provide advice to and consult with the Maryland Department of Business and Economic Development in connection with the administration of the InvestMaryland Program. The Authority oversees the development of the Programs bidding mechanism that raises investment capital for seed and early-stage companies and selects the private venture capital firms who receive InvestMaryland funding and make investments through the Program, ensuring that all statutory requirements are met.

The Maryland Venture Fund Authority will play a key role in carrying out our comprehensive, long-term strategy for job creation, investment and venture capital growth in Maryland, said Governor OMalley. In these challenging economic times, InvestMaryland will help us continue to provide Maryland businesses with access to capital and support early stage investment companies. Together, we can create jobs and expand opportunity for economic development.

The MVFA is comprised of a diverse group of private sector executives and entrepreneurs, investors, small business owners and educators with experience in IT, bioscience, cyber, manufacturing, financial, advanced technology, education, agricultural, transportation, and non-profit sectors. This seasoned group will guide the States efforts to attract and grow small and early stage investment entrepreneurs and companies throughout Maryland. Earlier this year, aspiring and seasoned entrepreneurs, companies, stakeholders, legislators and government officials helped craft policy, participated in InvestMaryland day which showcased support, entrepreneurs and venture capitalist successes and culminated in the passage of InvestMaryland legislation in May.

Authority members serve staggered three-year terms. Chairing the Authority will be Peter Greenleaf, President, MedImmune. Since joining MedImmune in 2006 as Senior Vice President, Commercial Operations, Greenleaf has overseen the development of the companys global marketing and portfolio organizations, as well as managing the broader commercial corporate development and strategy functions.

Maryland has an impressive legacy of creating an environment that cultivates and advances innovative thinking across many business sectors, among them the local biosciences community of which MedImmune is privileged to be a part, said Peter Greenleaf, president of Gaithersburg-based MedImmune, the global biologics business of AstraZeneca. I am honored and inspired to serve as chair of the Maryland Venture Fund Authority, which marries investment to visionary ideas that can become reality and, eventually, strong economic drivers for the State.

During their inaugural meeting, the Authority deliberated and established guidelines for both the requirements and process for an entrepreneur or venture capital company to seek funds under the States $ 70 Million initiative to spur early seed investment for businesses in Maryland.

Governors Maryland Venture Fund Authority Members *(Bios noted below)