Presentations (2872)


First Trust Portfolios

First Trust High Income Long/Short Fund (FSD) Investment Objective/Strategy - First Trust High Income Long/Short Fund is a diversified, closed-end management investment company. The Fund's primary investment objective is to provide current income. The Fund has a secondary objective of capital appreciation. The Fund will seek to achieve its investment objectives by investing, under normal...


First Trust Portfolios

First Trust Dynamic Europe Equity Income Fund (FDEU) Investment Objective/Strategy - First Trust Dynamic Europe Equity Income Fund (the "Fund") is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income with a secondary focus on capital appreciation. Under normal market conditions, the Fund...


First Trust Portfolios

The information in this preliminary pricing supplement is not complete and may be changed. This preliminary pricing supplement is not an offer to sell nor does it seek an offer to buy these securities in any jurisdiction where the offer or sale is not permitted. Subject to completion dated February 26, 2016. March , 2016 Registration Statement No. 333-199966 Rule 424(b)(2) JPMorgan Chase...


AdvisorShares Investments

1.877.84 3.3831 What is an ETF? An ETF is a unique investment vehicle that combines some of the features of mutual funds, with some of the features of individual stocks. Like a mutual fund, an ETF gives investors exposure to a group of securities (“index basket” or “alpha basket”) in a single transaction. Like a stock, ETFs are traded on an exchange, which...


AdvisorShares Investments

Product Guide Equity AdvisorShares Madrona Domestic ETF FWDD Domestic AdvisorShares TrimTabs Float Shrink ETF TTFS Domestic AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF AADR International AdvisorShares Madrona International ETF FWDI International AdvisorShares EquityPro ETF EPRO Global AdvisorShares Athena High Dividend ETF DIVI Global Income AdvisorShares QAM Equity...


AdvisorShares Investments

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ADVISORSHARES TRUST 4800 Montgomery Lane Suite 150 Bethesda, Maryland 20814 www.advisorshares.com 1.877.843.3831 Annual Report June 30, 2015 TABLE OF CONTENTS Letter from the CEO of AdvisorShares Investments, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Hypothetical...


AdvisorShares Investments

AdvisorShares 2016 Qualified Interest Income ("QII") Report for Non-Resident Alien ("NRA") Shareholders Non-Resident Alien (“NRA”) shareholders are normally subject to a 30% (or lower tax treaty rate depending on the country) NRA withholding tax on ETF dividend income and short-term capital gain dividends, unless such dividends are...


AdvisorShares Investments

HYLD AdvisorShares Peritus High Yield ETF As of 1/31/2016 Investment Strategy Investment Growth HYLD seeks to generate a high current income with a secondary Time Period: 12/1/2010 to 1/31/2016 goal of capital appreciation. HYLD is sub-advised by Peritus 14,500 Asset Management, LLC (“Portfolio Manager”). The Portfolio 13,750 Manager selects a focused portfolio largely of...


AdvisorShares Investments

AdvisorShares ETF Performance Guide www.advisorshares.com 4800 Montgomery Lane, Suite 150 Bethesda, Maryland 20814 For more information, call AdvisorShares at 1.877.843.3831 or email info@advisorshares.com. Income Equity AdvisorShares Madrona Domestic ETF FWDD Domestic AdvisorShares Pacific Asset Enhanced Floating Rate ETF FLRT Bank Loan AdvisorShares TrimTabs Float Shrink...


ALPS Fund Services

ALTERNATIVE INVESTMENT SOLUTIONS hedge fund ELEMENTS Valuation, Materiality and Pricing As our friends in the audit profession often say, “Accounting is an art, not a science.” What does that mean? Aren’t numbers, numbers? Shouldn’t they always add up? Valuations: the Components of the NAV It might be interesting to first consider the point of...