Sentences with phrase «one's investable universe»

Jensen offers both a quality growth and quality value strategy derived from a singular investable universe of companies — The Jensen Quality Universe.

Media Mogul NextShares current investable universe includes U.S. and non-U.S. listed companies in the telecommunications, media, publishing, and entertainment industries.

(i.e. investable universe for average investor, annual re-balancing, equal weighting)... do you know?

«This means that the Shenzhen - Connect opens up a brand new investable universe to global investors who have been able to monetize these fundamentally - exciting growth stories only in offshore markets like Hong Kong and the U.S.»

To continue to hold low - volatility stocks within a given investable universe without style drift, an investor must periodically sell stocks that have increased in volatility or fallen out of the universe.

Fortunately, the other investable universe of real estate, private real estate, delivers exactly this.

If we were to use only this metric and this list comprised our entire investable universe, we would invest in Government Properties (NYSE: GOV), Altisource Residential (NYSE: RESI), DDR Corp. (NYSE: DDR), Ventas (NYSE: VTR), which have the lowest short interest ratios,, and we would stay away from Rouse Properties (NYSE: RSE), Dupont Fabros Technology (NYSE: DFT), and WP Glimcher (NYSE: WPG), which have the highest level of short interest.

The five of the key benefits of CRE investment are: A large investable universe, Income returns, Lower volatility,...

Without new issues, the investable universe shrinks, as listed companies get taken over, taken private or delisted.

That brings the investable universe down to just five: SPDR S&P China (GXC), iShares FTSI China 25 (FXI), PowerShares Golden Dragon Halter (PGJ), Global X China Consumer (CHIQ), and Guggenheim China Small Cap (HAO).

The S&P U.S. REIT Index defines and measures the investable universe of publicly traded real estate investment trusts domiciled in the United States.

The RBC Vision ™ Funds utilize exclusionary screens of socially responsible investing (SRI) criteria for each portfolio's holdings in order to determine each fund's investable universe.

The basic gist is that if you are going to be an active investor, you can probably avoid a lot of stupid mistakes by limiting your investable universe to those investments that have already been prequalified by ending up in some other smart person's portfolio.

Further reductions in the investable universe depend on goals of each specific fund, but generally revolve around liquidity and suitability.

The numbers I used were from a DFA research paper and DFA told me these market cap numbers were based on their investable universe of stocks in this countries based on things like market liquidity and availability of shares to trade in the public markets.

Their investable universe includes corporate bonds, zero - coupon bonds, commercial paper, ETNs, distressed debt securities, bank loan assignments and / or participations, private placements, mortgage - and asset - backed securities, U.S. Government obligations and bank loans to corporate borrowers.

To the extent that cash is a conscious choice (i.e., «no stock in our investable universe meets our purchase standards, so we'll buy cash»), count both makes a world of sense.

When combined with a low decile price - to - book approach, the investable universe is very small indeed.

Their investable universe is somewhere around 3000 issues.

We have historically had success in this segment of the market, and we think small - cap valuations in the Fund's investable universe are as attractive as they have been in more than two years.

His investable universe has grown.

The investable universe is commonly defined by the MSCI Emerging Markets Index, which covers 21 countries and over 830 stocks.

The portfolios were constructed by ranking all companies in the investable universe by Good Company (Return on Invested Capital) and Good Price (Earnings Yield), and then combining the ranks based on each of 10 different weightings.

Failure to meet any one of these criteria excludes a stock from the investable universe.

The Formula ranks all companies in the investable universe by Good Company (ROIC) and also by Good Price (Earnings Yield).

What is their investable universe?

The S&P ® Asia Pacific Emerging BMI Index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging Asian Pacific markets.

Derived from this investable universe, Jensen's Quality Growth Strategy and Quality Value Strategy share the same investment philosophy.

Derived from this investable universe, Jensen's Quality Growth Fund and Quality Value Fund share the same investment philosophy.

Applies fundamental research and valuation models to the companies in our investable universe to uncover those that we believe offer above average growth potential and are undervalued relative to their business performance.

Both funds track an index developed by TOBAM that applies liquidity and socially responsible investment (SRI) screens in determining the investable universe.

In my view, limiting your investable universe is likely to limit your potential returns, but I think you did a great job outlining some of the potential options for those who do more explicitly use their conscience when making investment decisions.

That said, Warren's investable universe is somewhat limited now by Berkshire's size which means he's already familiar with almost every investment.

They think that their winnowing down of the investable universe through screening will always produce a good crop of candidates in which to invest.

Finding the right bond fund boils down to pinpointing your financial objectives, risk tolerance, and then actually rolling up your sleeves as you scan and research the investable universe for an offering that best suits your needs.