Sentences with phrase «deep value portfolio»

I think looking at common pitfalls or mistakes to avoid is also key for a deep value portfolio.

A book that had that much impact on me, and the author mentions one of the exact stocks I'd added to my portfolio since changing it over to a Deep Value portfolio.

Not exact matches

We also offer connections with a deep network of industry and financial contacts that bring value to our portfolio companies.

Steven Wood, CFA, founded GreenWood Investors in late 2010 based on core beliefs that great retruns are generated through a concentrated global portfolio of special situations and deep value opportunities, and can not be generated by being overly concerned with month - to - month returns.

His portfolios are built to reflect a blend of deep value and GARP and were geared for absolute return.

Through establishing deep, operational partnerships with all of our portfolio companies, we focus on building scalable business foundations rooted in operational expertise, data science, analytics, full funnel digital marketing and the creation of compelling value propositions.

We are innovative solvers, drawing on deep consumer insights and a broad product portfolio to help our customers turn challenges into high - value business opportunities.

He owns stock in companies with over $ 2 billion in state contracts - his personal stock portfolio stands to increase in value when the state spends more and goes deeper in debt.»

As a leading integrated producer and marketer of commodities with a well - balanced portfolio of diverse industrial assets, Glencore Xstrata are strongly positioned to capture value at every stage of the supply chain, from sourcing materials deep underground to delivering products to an international customer base.

Brandes LP was one of the first investment firms to bring a global perspective to value investing and has consistently applied the active, deep value approach to every portfolio it manages — in all market conditions.

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Can Be Considered Looking For Exposure to Consumer Defensive Sector / Can Be Considered Deep Value Investors / Watchlist

Large Diversified Dividend Portfolios / Below Average Option Looking For Exposure to Industrial Sector / Avoid Deep Value Investors / Avoid

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Should Be Considered Deep Value Investors / Can Be Considered

The TAM Deep Value Stock Portfolio rose 0.04 % overnight to 13.28 %.

The TAM Deep Value Stock Portfolio leads the Russell 3000 by 2.52 %.

The TAM Deep Value Stock Portfolio leads the Russell 3000 by 1.23 % since inception.

But even so, at these levels it is safe to say that Prospect is trading at a deep discount to the value of its underlying portfolio.

Stock Strategies Deep Value Investing Has Not Gone Out of Style An updated version of Benjamin Graham's Deep Value screen identified nine stocks in 2012; the portfolio has outperformed since then with no losing positions.

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Should Be Considered Deep Value Investors / Should Be Considered

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Can Be Considered Looking For Exposure to Industrials Sector / Can Be Considered Deep Value Investors / Avoid

The deep - value portfolio's average multiple was a very frugal 3.9 whereas the glamour - value portfolio was much higher at 8.2.

An updated version of Benjamin Graham's Deep Value screen identified nine stocks in 2012; the portfolio has outperformed since then with no losing positions.

Stocks with the lowest multiples are put into the deep - value portfolio, which gained 15.72 per cent on average from 1951 to 2013.

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Energy Sector / Should Be Considered Deep Value Investors / Can Be Considered

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Below Average Option Looking For Exposure to the Industrials Sector / Avoid Deep Value Investors / Avoid

Large Diversified Dividend Portfolios / Below Average Choice Looking For Exposure to Technology Sector / Below Average Choice Deep Value Investors / AVOID

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Avoid Looking For Exposure to the Consumer Cyclical Sector / Avoid Deep Value Investors / Avoid

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Average Choice Looking For Exposure to the Health Care Sector / Average Choice Deep Value Investors / Avoid

For investors with a long - term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Deep Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to the Healthcare Sector / Should Be Considered Deep Value Investors / Should Be Considered

Large Diversified Dividend Portfolios / Average Option Looking For Exposure to Consumer Defensive Sector / Can Be Considered Deep Value Investors / AVOID

Large Diversified Dividend Portfolios / Below Average Option Looking For Exposure to Industrials Sector / AVOID Deep Value Investors / AVOID

While Fund management attempts to buy deep value based on fundamental analysis and does not have any views as to how individual securities in the portfolio might perform in periods just ahead, TAVF is quite sensitive to how the overall portfolio performs.

Ken Faulkenberry of the Arbor Investment Planner has a review and summary of Deep Value on his Arbor Asset Allocation Model Portfolio (AAAMP) blog: I must admit I was underwhelmed with my initial v...

This is certainly one stock that I'll be adding to my TAM Deep Value Stock Portfolio at the end of this month.

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Can Be Considered Deep Value Investors / Watchlist

Most of all, I incessantly interrogate the diversity & robustness of my portfolio, and cling to the comfort its deep value & special situation stocks offer — I demand they help me sleep soundly each night...

Anyway, I disagree: As I've stressed before, I always have plenty of new ideas & potential buys stacked up, the struggle is deciding what to actually pull the trigger on... I could just as easily put together a portfolio of deep - value stocks (for example, trading for less than 40p on the pound) today, as I could focus on buying high quality / growth stocks.

But arguably, my dependence on event - driven / deep value investments is (much) less risky than a portfolio reliant on over - priced / potential high - growth stories which may never materialise.

Ken Faulkenberry of the Arbor Investment Planner has a review and summary of Deep Value on his Arbor Asset Allocation Model Portfolio (AAAMP) blog:

We balance our quest for substantial returns with a fundamental tangible asset - based and deep value - style approach, seeking a «margin of safety» that cushions the biggest risk to our returns: the extensive time and effort to unlock value in our portfolio companies.

If, for example, the financial markets go into a deep slump or your nest egg's value takes a hit because you make an unusually large withdrawal to handle a large unanticipated expense, you might need to forgo an inflation increase or even reduce the amount you withdraw for a few years to give your portfolio a chance to recover.

Tobias Carlisle is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as portfolio manager of the deep value strategy.

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Cyclical Sector / Can Be Considered Deep Value Investors / Watchlist

Large Diversified Dividend Portfolios / Can Be Considered Looking For Exposure to Healthcare Sector / Average Option Deep Value Investors / Avoid

Canso Investment Counsel: Credit and Deep Value, Balanced and Global Equity, since 2009; Crusader Asset Management: Canadian Equity Income, since 2012; 18 Asset Management: Canadian Equity, since 2012; Seamark Asset Management: Balanced and Global Equity, since 2015; Slater Asset Management: Preferred Shares, since 2015; Triasima Portfolio Management: Balanced and World Equity, since 2016; Roundtable Capital Partners: Low Volatility Equity, since 2016; Fulcra Asset Management: Balanced, since 2017

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure Basic Materials Sector / Should Be Considered Deep Value Investors / Watchlist

Large Diversified Dividend Portfolios / Can Be Considered Looking for Exposure to Kings & Aristocrats / Should Be Considered Looking For Exposure to Consumer Cyclical Sector / Average Option Deep Value Investors / Avoid

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Should Be Considered Deep Value Investors / Should Be Considered

Travis has also taught informal workshops on sustainable competitive advantage, business valuation, and the wider applications of behavioral finance and prospect theory, in addition to running a concentrated deep value / special - situations equity portfolio, which has returned 69.53 % since inception in June 2006 relative to the S&P 500's -6.08 %.