Sentences with phrase «alpha over assets»
If you are just stumbling on this site, there are two things you should read first: my personal philosophy («growth without goals»), and my investing philosophy («alpha over assets»).
http://investorfieldguide.com/ Not exact matches
In a year when the S&P 500 gains over 25 %, the S&P 400 nearly 28 % and the S&P 600 surges 33 %, S&P's SPIVA scorecard can be a useful reminder as to the perils of chasing expensive alpha with too much of a portfolio's assets.
In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.