Sentences with phrase «portfolio valuation approach»

Not exact matches

For those who take a valuation - based approach to building a portfolio, that's useful information to take into consideration when determining the appropriate price to pay for an ownership stake.

Our approach to building equity portfolios is driven by the desire to identify and purchase companies with proven track records and sound valuations.

Given the current high valuations of equities, and potential interest rate risk for bonds, I've decided to take a gradual, but accelerated, approach to rebalancing our portfolio.

The portfolio construction will be based on thematic approach to bottom up stock picking using the Business, Management and valuation (BMV) model.

Its experienced portfolio managers each have their own distinct investment processes and priorities when managing their portfolios, but they all share a fundamental approach to security selection and valuation analysis.

First, I'm fairly confident my valuation approach adds value, so I'd obviously consistently prefer the Smart Portfolios.

in late June, I thought I'd celebrate with a more in - depth series looking at my portfolio construction (i.e. approach to stock - picking), allocation & valuation metrics.

Our approach to these circumstances is to maintain a diversified, global portfolio designed to identify areas of the market that feature healthy fundamentals and attractive valuations, while tilting away from those where we don't see a compelling risk - return profile.

Thanks — put another way though — if you just buy a portfolio of say low EV / EBITDA (just as an example), and you basically run 100 % exposure on that approach — does history say in expensive markets you plod on with the same or is there a demonstrable benefit in changing exposure based on overall market valuation?

We'll obviously have to wait far longer for real confirmation, but I believe these results offer intriguing potential... We still have to prioritize portfolio diversification, but a more consistent / in - depth approach to valuation & ranking in individual (smaller) markets (and sectors) may offer great opportunities for adding (lower risk?)

And that kind of diversification's dependent upon & unique to your current portfolio, so one can obviously expect two investors looking at the same stocks (& with a similar approach to stock valuation) will probably arrive at a very different end - result in their stock selection.

Investors may think their portfolios have better downside support in challenging markets if the stocks they hold have lower valuations, but a better approach might be to seek out areas that have been overlooked.

Independent valuations and analysis of real estate portfolios and single properties based on state - of - the - art analytical methods and approaches