Sentences with phrase «on equity style»

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

However, the self - styled smartest guys in the room still only managed a return on equity of 8.7 percent, well below its estimated cost of capital at around 10 %.

To paraphrase (read the report itself for fuller explanations), sprinters are looking for a quick path to exit, often through re-financings, and their added value lies in their ability to extricate themselves rapidly from complex situations; marathon runners are (unsurprisingly) in it for the long run, seeking to convert debt to equity, taking control of borrowers and turning them around private equity - style; the milers have the ability to target either a quick exit or an extended process depending on the circumstances.

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.

A much - noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual «All - America Research Team» eighteen times, and is one of only forty - nine analysts inducted into the Institutional Investor «Hall of Fame».

Following one of the worst periods for value on record, and with the style still trading at significant valuation discounts even after a nascent rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in equity markets today.

Mr Clarke has been holding a series of «town hall» - style meetings in Melbourne with Treasury staff over the past 48 hours along with phone briefings for the major Treasury overseas offices following the announcement by the board that it had ended talks with private equity suitors on a proposed buyout after months of due diligence.

«The conglomerate of non-communicable diseases all related to eating habits and sedentary life - styles with its impact on health equity is the most important health challenge.

But her hands - on style, along with the fundraising juggernaut she has built (last year, Success raised $ 22 million in private support), does raise questions about replication and equity.

The interview - style series spotlighted education policy leaders from across the country who each shared their thoughts on the opportunities they see for advancing educational equity through the implementation of states» Every Student Succeeds Act (ESSA) plans.

(James J. Barta and Michael G. Allen); «Ideas and Programs To Assist in the Untracking of American Schools» (Howard D. Hill); «Providing Equity for All: Meeting the Needs of High - Ability Students» (Sally M. Reis); «Promoting Gifted Behavior in an Untracked Middle School Setting» (Thomas O. Erb et al.); «Untracking Your Middle School: Nine Tentative Steps toward Long - Term Success» (Paul S. George); «In the Meantime: Using a Dialectical Approach To Raise Levels of Intellectual Stimulation and Inquiry in Low - Track Classes» (Barbara G. Blackwell); «Synthesis of Research on Cooperative Learning» (Robert E. Slavin); «Incorporating Cooperation: Its Effects on Instruction» (Harbison Pool et al.); «Improving All Students» Achievement: Teaching Cognitive and Metacognitive Thinking Strategies» (Robert W. Warkentin and Dorothy A. Battle); «Integrating Diverse Learning Styles» (Dan W. Rea); «Reintegrating Schools for Success: Untracking across the United States» (Anne Wheelock); «Creatinga Nontraditional School in a Traditional Community» (Nancy B. Norton and Charlotte A. Jones); «Ungrouping Our Way: A Teacher's Story» (Daphrene Kathryn Sheppard); «Educating All Our Students: Success in Serving At - Risk Youth» (Edward B. Strauser and John J. Hobe); «Technology Education: A New Application of the Principles of Untracking at the Secondary Level» (N. Creighton Alexander); «Tracking and Research - Based Decisions: A Georgia School System's Dilemma» (Jane A. Page and Fred M. Page, Jr.); and «A Call to Action: The Time Has Come To Move beyond Tracking» (Harbison Pool and Jane A. Page).

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

The major equity style factors — value, quality, momentum, size and minimum volatility — have behaved differently depending on the phase of...

The third reason to love equities in rising rate environments is that on average for every 100 basis point increase, every single sector, size and style gains.

Our investment team approaches European equities with a bottom - up investment style based on our convictions and largely unconstrained by benchmarks.

The performance of growth and value equity styles tends to be oriented toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.

Rydex offers s pure style alternative, RFG, that is slightly more expensive but will offer a considerably more targeted focus on growth equities.

Following one of the worst periods for value on record, and with the style still trading at significant valuation discounts even after a nascent rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in equity markets today.

Want investment returns on your real estate investment, but don't like the almost - like - equities style of Real Estate Investment Trusts (REITS) and Mortgage Investment Corporations (MICs)?

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.

This observation is consistent with the view that the performance of commodity futures is aligned with inflationary concerns, and indicates that commodity futures can be effective in hedging the adverse influence that inflationary pressures exert on certain equity styles.

Specifically, based on a sample period of 36 years, we show substantial benefits to commodity investments regardless of the equity style an investor pursues.

Likewise, equity investments might be spread across the styles of growth and value, which may perform differently depending on market conditions.

Rydex offers a pure style alternative, RFV, that is slightly more expensive but will offer a considerably more targeted focus on value equities.

At first, the company designed portfolios for private clients and institutions looking for superior long - term equity returns, based exclusively on the relatively new style of investing known as Price Momentum.

Equities feature several sub-asset classes, based on characteristics such as a company's size and geographic location or investment style.

Sam Stovall, Equity Strategist at S&P Global Market Intelligence, plans to cover S&P Pure Style Indices as Smart Beta in one of his «7 Rules of Wall Street Strategies» at our FA Forum in Miami on Feb. 24, 2016.

This style of investing is subject to the risk that the valuations never improve or that the returns on «value» equity securities are less than returns on other styles of investing or the overall stock market.