Sentences with phrase «excess return over the long term»

In short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bonds.

He found that just buying low price / book stocks does not produce excess returns over the long term, because many low price / book companies are trading at a discount because they deserve to — they're dogs with poor prospects.

This evidence is consistent with market overreaction and suggests that a simple strategy of buying stocks that have gone down the most over the last year or years may yield excess returns over the long term.

Not exact matches

Both of the funds referenced are growth funds and have delivered over the intermediate - and long - term returns in excess of peer groups, at lower risk.

But history has shown that a simple mix low - cost stock and bond funds has been able generate sufficient returns in excess of inflation to maintain the purchasing power of your savings over the long term.

These funds are risky during a volatile or bear market but has capability to generate excess returns over the long - term period.

Most academic research has shown short - sellers (represented by measures of short - interest) generate excess returns over the medium to longer - term, and some recent work ferrets out subsequent news flow to posit they [shorts] possess informational advantage (better research?)

Over the long - term, you should expect most of our excess returns to come from smaller, lesser known companies.

I've long understood the dangers of trusting intuition on such questions, but I can't say that I have any hard data to support the hypothesis that fund managers can provide returns in excess of chance variation over the long term (any finance or econ readers know of any useful studies?).