Sentences with phrase «outperformed on a relative basis»

Fellow Shareholders, I am pleased to report that both the Oakmark International Fund and Oakmark International Small Cap Fund delivered solid absolute performance and outperformed on a relative basis for the quarter.

Not exact matches

USD / CAD will be affected by the U.S. dollar's reaction to FOMC and NFP but on a relative basis, it should outperform EUR, AUD, NZD and possibly the JPY.

Based on BlackRock research, stocks with a history of dividend growth have tended to outperform in a rising rate environment and may hold up well relative to other segments of the stock market more susceptible to higher rates.

The Bookseller's look at 2013 author performance based on Nielsen BookScan data, also shows that backlist titles have outperformed frontlist in terms of their relative declines.

Based on BlackRock research, stocks with a history of dividend growth have tended to outperform in a rising rate environment and may hold up well relative to other segments of the stock market more susceptible to higher rates.

The High Relative Dividend Yield screen has outperformed the S&P 500 index on a cumulative basis since the beginning of 1998.

The portfolio's names in the sector were down but outperformed modestly on a relative basis.

The Black - Litterman model supports both absolute views (expected return for the given asset) and relative views (asset # 1 will outperform asset # 2 by X), and addresses many of the shortcomings of mean - variance optimization, which often results in concentrated portfolios based on past asset performance.

In delegating, the end investor does not mandate that the manager must evaluate securities based on the investor's utility maximization problem, and a natural alignment of the investor's and manager's interests is not present: managers are incentivized to outperform relative to a stated benchmark or to peers, rather than to operationalize the consumption model of the end investor.

On an absolute basis, and a relative basis — I've bunched it with a group of similar / peer companies, which have definitely been outperforming it recently / medium - term.

In the February 2016 version of their paper entitled «The Harm in Selecting Funds that Have Recently Outperformed», Bradford Cornell, Jason Hsu and David Nanigian investigate future mutual fund performance based on recent past performance relative to stated benchmarks.