While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold
approach over the full market cycle, with smaller periodic losses, on average.
Not exact matches
Strategic Growth is a risk - managed growth fund that is intended to accept exposure to U.S. stocks
over the
full market cycle, but with smaller periodic losses than a passive buy - and - hold
approach.
At MFS ®, we believe a flexible, adaptable
approach that includes exposure to a wide range of bond sectors is one key to generating attractive risk - adjusted returns and managing risk
over full market cycles.
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.
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.
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.