Sentences with phrase «outperform over a full market cycle»

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.

Active stock funds, which seek to outperform the market over time, may be able to take actions that reduce losses during downturns, which can help a good active fund outperform over a full market cycle even if it lags during bull markets.

Not exact matches

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.

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies.

It has consistently outperformed the S&P 500 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.

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.

The Quantitative Rating is an extension of the Morningstar Analyst Rating for funds, which provides an analyst's forward - looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk - adjusted basis over a full market cycle.

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.

It is important to remember our goal is to outperform both the S&P 500 and a balanced equity / bond portfolio over a full market cycle, which by definition includes both a bull and bear market.

The Fund seeks to outperform the MSCI EAFE Small Cap Index over a full market cycle.

By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market).

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.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).