Sentences with phrase «over full market»

Investing in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Value Index.

Investing in large - cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Value Index.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).

As a defensively - minded, high yield fixed income team, the Buffalo High Yield Fund portfolio managers follow a more cautious investment philosophy, with the goal of producing compelling risk - adjusted performance over a full market cycle.

AMG Managers Brandywine Advisors Mid Cap Growth (BWAFX), a mid-cap growth fund that's lost 3.7 % annually over the full market cycle.

Stonebridge Small Cap Growth (SBSGX) has lost 2.9 % annually over the full market cycle but wins points for consistency: by Morningstar's assessment, it has trailed at least 99 % of its peers for the trailing 3, 5, 10 and 15 year periods.

Risk assets should primarily generate capital gains over a full market cycle.

Jason Subotky, Portfolio Manager of the AMG Yacktman Fund and AMG Yacktman Focused Fund, discusses the investment strategy that has helped Yacktman perform over full market cycles.

A portfolio built on this foundation has a better chance of weathering turbulent market environments and producing better performance over full market cycles.

In the long term, classic growth stocks can provide the best returns over a full market cycle.

Over a full market cycle, the daily price action of a stock is irrelevant to the longer - term worth of a company.

ACR's objective is to seek satisfactory absolute returns over a full market cycle.

The best measure of long - term growth is to look from peak - to - peak (or trough - to - trough) over the full market cycle.

Managers do need to achieve both an attractive absolute rate of return above inflation as well as comfortably exceed a low - cost passive index alternative over a full market cycle

The Fund seeks positive absolute returns over a full market cycle, regardless of market conditions.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

When talking about «low volatility products,» Yasenchak is referring to portfolios that «specifically seek benchmark - like returns, over the full market cycle, with a total volatility, measured as the standard deviation, falling considerably below that of the index.»

The fund aims to provide attractive risk - adjusted total returns over a full market cycle.

The fund's goal is to beat the market over a full market cycle, as the benefits of losing less in bad times outweigh the underperformance in a bull market.

This approach generally has been vindicated in the past, as value investors tended to outperform a majority of money managers over full market cycles; and this outperformance has been achieved principally during bear markets, by losing less than most.

Thus I expect that investment consultants will revert to the «style box» (or something new like it) once they realize that few managers can consistently generate alpha over a full market cycle whether unconstrained of constrained.

The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market).

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

The strategy's secondary objective is to seek long - term capital preservation, to generate attractive absolute and risk - adjusted returns, and to attain higher relative returns compared to its benchmark over a full market cycle.

Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide capital appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investments.

Provides investors exposure to a diversified fund seeking to achieve strong risk - adjusted results over a full market cycle

So, if you are in a fund that has had positive relative performance over a full market cycle, you may want to stay the course — particularly when market volatility hits.

After you've chosen funds you like, stay the course so you can reap potential benefits over a full market cycle.

Active stock funds, which seek to outperform the market over time, may be able to take actions that reduce losses during downturns, which can help a good active fund outperform over a full market cycle even if it lags during bull markets.

The Fund seeks to outperform the MSCI EAFE Small Cap Index over a full market cycle.

Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.

If our returns fall within this targeted return band in the shorter - term (one year), we believe we will be on track to beat both the market and a balanced equity / bond portfolio over a full market cycle.

ACR International Quality Return Fund will seek is «to protect capital from permanent impairment while providing an absolute return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.»

The fund has a wide range of credit oriented securities that it can use on both a long and short basis to generate absolute (positive) returns over full market cycles.

However, over a full market cycle, each of the factors mentioned above has proven to be additive to portfolio returns.

It is important to remember our goal is to outperform both the S&P 500 and a balanced equity / bond portfolio over a full market cycle, which by definition includes both a bull and bear market.

What this research also shows is that the low volatility effect is seen over full market cycles.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

The Quantitative Rating is an extension of the Morningstar Analyst Rating for funds, which provides an analyst's forward - looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk - adjusted basis over a full market cycle.

The Strategy is designed to provide stable returns over a full market cycle while always seeking to limit the impact of large stock market declines, and we've been doing just that since 1997.

«Long - term» means over a full market cycle spanning 5 - 10 years that includes a recession, a recovery and a peak in both general economic and market conditions.

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.

In addition, the Fund aims to provide an overall return of 2 - 3 per cent above the London Interbank Offered Rate (LIBOR) 90 Day (GBP) over a full market cycle (being 3 - 5 years) after management fees are deducted.

Since inception, Defined Risk Strategy Select Composite SMA has consistently outperformed the S&P 500 over full market cycles.

We think it's more useful to assess how a manager has performed over a full market cycle; that is, in good time and bad.

Using Charles's fund data screener at MFO Premium, I searched among the funds that predominately invest in U.S. equities for those with the highest risk - adjusted returns over the full market cycle.

It has consistently outperformed the S&P 500 over full market cycles since its inception.

Strategy Objective: Launched in July 1997, the DRS is an actively managed, hedged - equity, rules - based process that is designed to hedge against large stock market declines and provide stable returns over a full market cycle.

John Ackerly, one of Davenport's directors, claims they have «a long history of developing funds that manage downside risk and produce positive returns... over full market cycles.»

Seeks to deliver long - term growth of capital over a full market cycle and dividend income greater than the S&P 500 ® Index, with the potential for less volatility than the U.S. stock market