Sentences with phrase «focused portfolios performing»

Not exact matches

When I perform semi-annual portfolio analysis I am so focused on looking for alligators I forget to look for opportunities.

Across the 40 years of these simulations, the best performing portfolio was the one that focused solely on buying companies at very low prices.

Our focus is not on building the best performing portfolios, but the most appropriate personalized portfolios.

The story focuses on Good Harbor Financial, an ETF portfolio manager known for its high - performing tactical investing strategies.

For example, portfolios focused on more direct measures of company value have generally out performed dividend portfolios.

Jason Subotky, Portfolio Manager of the AMG Yacktman Fund and AMG Yacktman Focused Fund, discusses the investment strategy that has helped Yacktman perform over full market cycles.

Although this investment in Serco has performed poorly, the UKVI portfolio has outperformed the FTSE All - Share over the past year (and three years, and from inception), which to me is evidence that it isn't a good idea to focus on the results of a single investment.

We shut down or sold non-strategic and under - performing intellectual property while maintaining and focusing on expanding our portfolio as we reignite two great historical franchises, Crash Bandicoot and Spyro.

The ideal candidate in this role performs collaborative work in development of strategic fundraising plans to significantly increase the portfolio of individual donors and institutional funders with a focus on building support across a diverse range of opportunities: from private foundations, legal professionals, corporate partners, to the broader audience of private and public stakeholders.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients