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.
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.
Not exact matches
Bart and his brother and Co-Founder, Brad, invented the term and pioneered «Nanocap» investing — venture capital
style investing in the public markets
focused on sub micro-cap
equities.
Defense in
equity portfolios should
focus on quality as a
style characteristic and dividend growth, in our view.
Rydex offers s pure
style alternative, RFG, that is slightly more expensive but will offer a considerably more targeted
focus on growth
equities.
Since different types of
equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending
on market and economic conditions, the performance of the Fund may also be worse than the performance of
equity funds that
focus on other types of
equities or have a broader investment
style when the adviser's management
style is out - of - favor.
Rydex offers a pure
style alternative, RFV, that is slightly more expensive but will offer a considerably more targeted
focus on value
equities.