In a statement, Shell gave himself a healthy pat on the back: "With a great management team now in place, and a solid foundation laid for the company's future success, I leave Gemstar-TV Guide stronger than when I arrived, and in great shape to capitalize on its outstanding portfolio of assets".
The Vice Fund is following in the footsteps of the first portfolio to capitalize on sin stocks.
Corso recommends a "barbell" portfolio to capitalize on the steepness of the yield curve, with plenty of short-term paper to reinvest if the curve flattens or rates rise across the board.
"Russell will unite our richest franchises across the portfolio and capitalize on them in the global licensing and merchandising arena," said Zalaznick, NBCUniversal executive vice president, who manages the Media Innovation and Cross Company Initiatives group.
In her current role, she leads the J.P. Morgan Thematic Advisory Program, which offers high-net-worth clients dynamically managed liquid portfolios tailored to capitalize on specific opportunities in the market.
J. Michael Pearson, Valeant's chief executive, said: "Together, we can capitalize on the inherent strengths and complementary portfolios of our two companies, while achieving significant synergies by applying Valeant's unique operating model to a combined set of assets".
For TCL, it's simply a chance to capitalize on good memories and expand its smartphone portfolio into the enterprise.
By buying a stake in Prisma, K.K.R. would gain expertise in a business that invests in multiple portfolios and tries to capitalize on a variety of strategies.
We can conclude that only a diversified company or a region with a balanced portfolio can use its strengths to truly capitalize on its growth opportunities.
"Any portfolio should have both growth and value components to capitalize on the times when they outperform, which is unknowable, of when they are attractively priced, which is knowable only in hindsight," says John Osbon, founder of Osbon Capital Management.
Fund managers with their intimate knowledge of portfolio holdings are in a better position than anybody to capitalize on these moves.
