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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: RED SHEPHERD VENTURES, LLCCRD Number: 317236Annual Amendment All SectionsRev.
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What is large cap value?
Large cap value refers to a style of investing that focuses on companies with a large market capitalization and whose stocks are considered undervalued.
Who is required to file large cap value?
Investment managers and institutional investors who have large cap value assets in their portfolios are required to file large cap value.
How to fill out large cap value?
To fill out large cap value, investment managers and institutional investors need to provide information on the securities held in their large cap value portfolios, including the number of shares, market value, and any dividends received.
What is the purpose of large cap value?
The purpose of large cap value is to provide transparency and accountability in the management of large cap value assets, allowing investors and regulators to assess the performance and risks associated with these investments.
What information must be reported on large cap value?
Investment managers and institutional investors must report on the securities held in their large cap value portfolios, including the name of the security, number of shares held, market value, and any income or dividends received.
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