Sentences with phrase «full market cycles»

Investing in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Value Index.

Investing in large - cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Value Index.

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.

A portfolio built on this foundation has a better chance of weathering turbulent market environments and producing better performance over full market cycles.

This approach generally has been vindicated in the past, as value investors tended to outperform a majority of money managers over full market cycles; and this outperformance has been achieved principally during bear markets, by losing less than most.

Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.

The fund has a wide range of credit oriented securities that it can use on both a long and short basis to generate absolute (positive) returns over full market cycles.

What this research also shows is that the low volatility effect is seen over full market cycles.

But the reward for patience and discipline can be substantial because, as we've seen time and time again, value stocks tend to outperform over long - term, full market cycles.

«Bringing Chris into this role has been a long time coming, as he's been my co-pilot through almost two full market cycles,» says Burridge.

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.

Since inception, Defined Risk Strategy Select Composite SMA has consistently outperformed the S&P 500 over full market cycles.

It has consistently outperformed the S&P 500 over full market cycles since its inception.

Long - term investing means investors will experience full market cycles.

Averages are presented for 144 categories across 10 time frames, including the five full market cycles period dating back to 1968.

So, shouldn't your investment strategy be designed for full market cycles?

John Ackerly, one of Davenport's directors, claims they have «a long history of developing funds that manage downside risk and produce positive returns... over full market cycles.»

Which equity category has delivered the most consistently good return during the past three full market cycles?

Significant declines are part of a full market cycles and should actually benefit the strategy when we are able to potentially sell the hedge at a significant profit and purchase more equity at a lower price while also an expectation of increased profits from our option selling as demonstrated in 2009.

Take a deeper dive into the Defined Risk Strategy (DRS) and learn how since inception in 1997 this distinct, hedged - equity investment approach has posted an enviable track record of consistent returns with reduced volatility across full market cycles.

Both a century of history, and our own experience in full market cycles before the recent half - cycle advance, argue against complacency here.

Getting out of this trap starts with the clarity I've outlined — clarity around full market cycles, around investor time tolerance and around the need to evaluate performance over longer time periods.

At MFS ®, we believe a flexible, adaptable approach that includes exposure to a wide range of bond sectors is one key to generating attractive risk - adjusted returns and managing risk over full market cycles.

Ideally you want to look for a firm that has been managing wealth at least ten years because they have experienced a full market cycle.

«Regardless of very short - term market direction, it is urgent for investors to understand where the equity markets are positioned in the context of the full market cycle.

Strategic Growth is a risk - managed growth fund that is intended to accept exposure to U.S. stocks over the full market cycle, but with smaller periodic losses than a passive buy - and - hold approach.

Over the long - term, we expect our relative performance to be an increment over-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycle).

If you combine the two, it happens that the average full market cycle is 5 years in duration, and generates an average total return of about 10.9 % over the entire cycle.

While that's not generally true over the short - term for investment management, it still tends to be true over the full market cycle.

While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold approach over the full market cycle, with smaller periodic losses, on average.

SYG is an active fund that uses fundamental and quantitative models to screen for growth - oriented stocks, with the aim of beating the Russell 1000 Growth Index over a full market cycle.

We don't know whether the current instance will have consequences similar to the 1929, 1972, 1987, 2000 and 2007 ones, but suffice it to say that these conditions were more notable for their outcomes over the completion of the full market cycle than they were for their immediate outcomes.

However, over a full market cycle, each of the factors mentioned above has proven to be additive to portfolio returns.

It's extremely important that in thinking about the full market cycle, investors keep the effects of compounding in mind.

To avoid rotating managers at the point where active skill might matter most, institutional investors need more support to impress upon their boards the importance of a full market cycle.

What history has shown us is that, on average, a full market cycle is at least 7 to 10 years, depending on the extent of any drawdowns in the market, i.e., 15 % or 20 %.

While most active managers will state that their objective is to outperform over a full market cycle, they need to be more emphatic with asset owners up front about how much time that really entails and why they need it, especially if they state they have a long - term philosophy.

If a portfolio loads market risk when the likely return / risk profile is favorable, and hedges market risk when the likely return / risk profile is unfavorable, it's possible to achieve a very satisfactory return / risk profile over the full market cycle without ever making a specific short - term forecast.

So let's start with clarity on the definition of a full market cycle.

Asset owners also need to recognize the importance of giving their active managers a full market cycle, and whether or not their own time tolerance will allow them to make that commitment.

The Fund will attempt to produce a total return in excess of the return of the S&P 500 Index, and secondarily, the Russell 1000 Value Index over a full market cycle.

The higher level of predictability serves as the fundamental foundation for lower volatility across a full market cycle.

For those casting about for tummy - calming options, we screened for funds that had been around for a full market cycle, then looked at funds which have the shortest recovery times and, separately, the lowest Ulcer Indexes over the current market cycle.

It's important for investors to draw a few distinctions between the short - run and the full market cycle — which is commonly measured as the market peak to peak, or trough to trough.

Over the full market cycle, ARTQX modestly leads its peer group in performance (40 bps / year) with subdued volatility.

Their goal is «positive total returns over a full market cycle.»

Over the course of a full market cycle however, valuations are ultimately what matter.

These strategies are intended as long - term strategies as their full potential benefits have tended to be realized over a full market cycle.

The Firm seeks to invest in high - quality businesses at low valuations, with the goal of generating outperformance over a full market cycle while managing the level of risk.

The Fund seeks to generate equity - like rates of return over a full market cycle while managing the level of risk.