Sentences with phrase «outsized returns when»

Not exact matches

Add positions to the portfolio when they are trading well below intrinsic value, thus offering a compelling margin of safety and an outsized future expected return.

When outsized returns are being achieved, who needs to understand the details.

Valueresearchonline analysis — «The fund's investment strategy typically delivers outsized returns in the beginning stages of a bull market when sector rotation is in vogue.

Given Visteon's multiple internal and external catalyst's, highly attractive absolute valuation and the outsized spread between the company's «when issued» shares and the already depressed valuation's of its global competitors, we think that the stars are aligning for bargain hunting investors to generate spectacular returns of 30 % + in a short period of time with relatively low risk.

In the long run, it has been my experience that this usually leads to outsized future returns, especially if you buy stocks when they are undervalued at the time.

We have faced previous periods when intrinsic value investing was out of favor, and we know that the key to delivering outsized long - term returns is owning good businesses at large margins of safety of value over price and remaining patient.

So while the initial reaction to REIT prices may be negative when rates rise, the fundamentals typically win out eventually, resulting in outsized returns.