Sentences with phrase «mid cap value»

The four funds consist of two large cap value stock funds, one mid cap value stocks fund and one small cap value stocks fund.

Eventually I found my calling as an analyst and portfolio manager in the long - only, small to mid cap value world.

At least for this relatively short period, U.S. mid cap value stocks were the clear winner, producing nearly 13 % annual returns with a volatility under 20 % (the second lowest volatility on the chart).

Large cap value stocks as a group have done even better at 12.1 % while mid cap value (13.3 %) and small cap value (14.7 %) have offered even higher returns.

So, what if we take that U.S. mid cap value strategy and balance it with some emerging market stocks to try to boost our returns?

In this case, Portfolio 1 is the 100 % mid cap value portfolio and Portfolio 2 is the Tangency Portfolio with 18 % emerging market stocks added.

Robert Robotti, founder of Robotti & Company, and noted Grahamite small - to - mid cap value investor, started out as an accountant working for the auditor of Tweedy, Browne Company.

I'm a purest in the sense that if a fund says it's a «domestic mid cap value» then it needs to be that.

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market.

He is a portfolio manager of the mid cap value and balanced portfolios of our mutual funds, variable insurance portfolios and institutional accounts.

The «Tangency Portfolio» noted in the graph is the theoretical point at which you can maximize return without taking on substantial additional volatility as compared to holding 100 % mid cap value stocks.