Sentences with phrase «equal the investment performance»

Not exact matches

It should not be assumed that such investments were or will be profitable or that any portfolio company investments made in the future will equal the performance of the companies identified herein.

«Evaluating investment managers is like evaluating riders in the Tour de France; a single stage win does not equal a contender, nor does 12 months» performance signify investment ability» Allan Mechum

I wonder how and why his advisers / confidants thought that Jame's investment abilities / business acumen would / could be equal or greater than Warren Buffett or the collective performance of the S&P 500?

To illustrate the equal focus on being profit and impact motivated, 50 % of the investment team's financial incentives are tied to the impact performance our investments.

To illustrate the equal focus on profit and impact, 50 % of the investment team's financial incentives are tied to the impact performance our investments.

All things being equal, this can improve your investment performance dramatically.

It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will be profitable, or that the investment recommendations or decisions Euclidean makes in the future will be profitable or equal the performance of the securities discussed herein.

Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and / or investment strategies recommended or undertaken by Portfolio Solutions ®) made reference to directly or indirectly by Portfolio Solutions ® in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level (s).

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio nor that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Portfolio Solutions ®), will be profitable or equal any historical performance level (s).

Equal Weighted Investment Yield assumes a buy at 1/10 portfolio size for each stock that triggers and accounts for stop loss triggers in the trade plan presented to subscribers (i.e. your performance would be better).

He also notes that NOBL, an equal - weighted fund, may see greater performance in down markets, particularly those that punish yield - focused investments like SDY.

Our need for narrative has us weave a plausible «causal» relationship between investment performance and ability of the portfolio manager; better - than - average investment performance equals better - than - average portfolio manager.

The investment objective of Horizons HEE is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of Canadian companies that are involved in the crude oil and natural gas industry; and (b) monthly distributions of dividend and call option income.

The investment objective of Horizons HEA is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

It should not be assumed that these investments were or will be profitable or that any future investments will be profitable or will equal the performance of these investments.

The investment objective of Horizons HEP is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of North American listed gold mining and exploration companies; and (b) monthly distributions of dividend and call option income.

Please note that it should not be assumed that investments made in the future will be profitable or will equal the performance of the investments referenced here.

At first glance, saving 0.50 % or so a year on fees may not appear to be a significant enough savings to outweigh the benefit of working with a human investment advisor, however, over the long terms such savings can make a significant difference in your investment performance, all else being equal.

While low fees should not be the only criteria you use in assessing a robo advisor, all else being equal they can help boost your investment performance.

Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced in the Article, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level (s).