Sentences with phrase «capital over the long term»

The Luxembourg firm pursues a disciplined value - oriented investment strategy with the primary goal of preserving and accumulating capital over the long term.

They have proven to be disciplined, prudent investors over the years, and have done a superb job compounding shareholder capital over the long term.

If you are investing your retirement funds, you may also be concerned about building capital over the long term.

The DFA U.S. Targeted Value Portfolio Institutional Class (DFFVX) is a factor - based, or smart - beta, actively managed fund that seeks to grow investor capital over the long term.

The fund seeks to make monthly distributions, while preserving the investors» capital over the long term.

Discusses why integrating alternatives into a traditional portfolio should help reduce portfolio volatility and improve the odds of preserving capital over the long term.

Silver Ring Value Partners utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term.

Not exact matches

Capital costs can make staying in the business difficult over the long term.

For, with long - term taxable bonds yielding 5 percent and long - term tax - exempt bonds 3 percent, a business operation that could utilize equity capital at 10 percent clearly was worth some premium to investors over the equity capital employed.

Over the long - term, Steep expects to see the company generate around 20 % return on invested capital.

Ten - year maturities are available for loans for equipment and working capital (though seven - year terms are more commonplace), and loans for real estate and major equipment purchases can be paid back over as long as 25 years.

The fact that viable companies are able to sustain their business models by infusing them with readily available capital while they move closer to determining the best course of action for their long - term viability makes it more likely that they will succeed over time.»

It's simply time to reallocate capital,» she says «But I still like Nordstrom over the long - term.»

One - third of performance share awards, which make up 50 % of long - term incentive compensation, are tied to average return on invested capital over a three - year period.

The ultimate ability of a company to generate returns for its long - term owners over many decades is going to be determined by the return on capital it produces.

«The programme will be executed consistent with the company's capital allocation strategy of prioritizing investment to grow the business over the long term.»

Over the years, the stock has accrued $ 50,000 in long - term capital gains.1

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

My basis was $ 23.43 / share, well over a 100 % return and it's a long - term capital gain since I've held shares over 1 year.

I do not object to paying 25 per cent of any short - term (one - year) capital gain, but when it comes to gains that include a tax on inflation that occurred over long periods of time, it means severe injury to whatever real gain has been earned.

Roku Inc (NASDAQ: ROKU) is headed for long - term growth over a period of many years, according to KeyBanc Capital Markets.

Yet on the whole, given their positive experience both with receiving more income than they could get from the fixed - income sector in recent years and the potential for capital appreciation over the long haul, dividend stocks and the ETFs that own them have demonstrated their long - term value to the investors who've gravitated toward them during the low - rate environment of the past decade.

seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon

Top performing fund managers at Fidelity, Janus Henderson, Hodges Capital and Baron say that the decline in research coverage means that they are seeing more small - cap companies that are mispriced and potentially undervalued, giving firms that have the capacity to conduct their own research an advantage over the long term.

Singles with taxable incomes over $ 400K and marrieds over $ 450K, 20 % on long term capital gains.

The Best Ideas Newsletter portfolio seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Over the long term, it only makes sense to deploy capital into those businesses that actually generate adequate returns on invested capital (ROIC).

Eventually, though, Hoskinson predicts that the market will undergo a crash that will consolidate capital in projects with stronger fundamentals, strengthening the industry over the long - term.

However, the combination of smart capital management and a uniquely diverse product portfolio (spanning medical device sales, pharmaceuticals, and consumer products) has ensured that the healthcare titan's returns trounced the broader market over the long term.

The bottom line: Berkshire's business has transformed over the years, but remains focused on long - term return and the efficient use of capital.

Conversely, Google parent Alphabet (GOOG) shed some value on the worries over the long - term benefits of its aggressive capital expenditure commitments.

The risk exposure to which you exposed your capital, measured not by volatility in market quotation but in the price paid relative to intrinsic value with an adjustment for the potential of wipeout, is the real secret of building wealth over the long term.

By aligning your personal capital with the investment prospects of a focused portfolio of durable companies, you open the opportunity to compound your wealth over the long - term.

As a long term Prospa investor and Board member, Avi Eyal, Partner at UK - based Entrée Capital commented, «Prospa has had exceptional growth over the past four years, led by two of the best CEOs in tech today, Greg Moshal and Beau Bertoli.

Although 2009 was a tough year for UK dairy processors, the market fundamentals remain sound and reflecting this confidence in the long - term outlook, capital investment projects worth over # 320 million are currently ongoing or just recently completed within the industry.

In turn, unless results improve and Griezmann begins to play an influential role in that upturn in form, it will only likely lead to further speculation over his long - term future in the Spanish capital.

The midfielder stole the show in his team's 4 - 0 Capital One Cup win over Louis Van Gaal's Manchester United, and according to claims in Spain, he has dealt the Red Devils another blow by agreeing a long - term deal with fierce rivals Liverpool.

But over the coming year if, as we all hope, some kind of recovery does take hold, then the balance of advantage will shift from temporary tax cuts to long - term capital investment.

Also at 3 p.m., Buffalo Assemblyman Sean Ryan will call for a long - term state capital improvement program to provide $ 100 million in funding over 5 years for urgently needed repairs to the NFTA - Metro Rail system, NFTA Delavan Station, corner of E. Delavan Avenue and Main Street, Buffalo.

Danny Alexander MP has announced details of the government's capital spending plans, which are a welcome indication of the long - term investment planned over the coming decade — a Liberal Democrat strategy.

While it may have been a smart move in terms of storm protection, it helped raise the capital costs by requiring the transport of materials over long distances.

Capital investment and school place planning is a «long term endeavour», Barnes added, but, she said, Ofsted judgments «can and do change over time».

Though zero emission buses are proven to have lower maintenance costs and better fuel economy that reduces costs over the long term, transit agencies have expressed concern over the high capital costs.

The «Listed» Stocks sold less than 12 months are considered Short - Term Capital and the same sold over 12 months become Long - Term Capital.

When considering the Maximiser funds it is important to understand that total returns, made up of income and capital growth, tend to be slightly lower over the long term than those generated by the same investments without the option strategy.

The funds are designed to deliver regular income or capital growth over a long - term period and cover bonds, Europe, Far East, Multi - Manager / Multi-Asset, Specialist, the UK and the US.

Long - term: If you plan on holding this card as your primary credit card for the longer run, then the extra 0.25 % difference of the Capital One ® Quicksilver ® Cash Rewards Credit Card over the VentureOne ® starts to kick in the first dollar after $ 40k.

Dear Venkatesh, The un - utilized amont will be taxed as long term capital for the financial year in which the specific period gets over.