Sentences with phrase «equity style factors»

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

The major equity style factors — value, quality, momentum, size and minimum volatility — have behaved differently depending on the phase of...

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

We particularly like the momentum and value equity style factors.

Not exact matches

Style factors — namely value, quality, momentum and size — are factors that most investors are familiar with from the equity market.

This provides a favorable backdrop for equities and bodes well for the momentum style factor (stocks that have been trending higher), in our view.

For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of peculiar and extreme standouts.

«The second-most important factor for an equity manager is investment style,» the report said.

In equity markets, we mainly talk about style factors; these drive differences in return between individual securities.

In equity markets, we mainly talk about style factors; these drive differences in return between individual securities.

They assign these portfolios to a framework that translates diversification, fundamental weighting and factor investing into core equity exposure and style investing (see the figure below).

Style factors — namely value, quality, momentum and size — are factors that most investors are familiar with from the equity market.

The launch of QARP adds to the existing Xtrackers comprehensive factor indices line - up, which is designed to track the equity market performance of companies that have demonstrated relatively strong exposure to targeted investment style factors: value, momentum, quality, volatility and size.

Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.

When selecting equity funds, considers U.S. and foreign investment exposure, market capitalization ranges and investment style (growth vs. value) along with other factors.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.