Sentences with phrase «over a market cycle»

We primarily assess investment performance relative to benchmark and peer group over a market cycle.

So think economically — try to improve your portfolio regularly, regular incremental improvements yield a large economic improvement over a market cycle.

However, an investment strategy that can minimize large losses and generate consistent returns over market cycles may sustain systematic withdrawals.

Provides exposure to the growth potential of developed market companies while explicitly seeking to: Reduce volatility over a market cycle Diversify exposure across international countries Reduce concentration in dominant currencies

According to Manaker, the most significant change that he has seen during his time as a REIT analyst is a shifting focus among management teams from short - term goals to sustained growth over market cycles.

Recent Fidelity research found that if you limit your search to low - cost funds from the largest fund shops, the average active fund has outperformed the average passive fund and the market over a market cycle.

«But without the proper approach, understanding and respect for markets, I doubt it will make a positive difference for inexperienced day traders over a market cycle.»

Unconstrained: Strategies targeting significant outperformance over a market cycle that are risk - aware but not risk - constrained

Assess the fund's performance over a market cycle (i.e., 4 - 5 years), not an NHL season, and keep in mind that it typically takes the market longer to recognize the hidden value in small - cap stocks.

However, the evidence suggests that they can not do this reliably, and that over market cycles active management usually underperforms a strategy of buy, hold and rebalance.

Boyd Watterson investment strategies center on a unified objective: generating income and protecting capital while seeking to deliver excess return with moderate risk and full transparency over market cycles.

Our funds have managed to perform over market cycles, capturing the upside during up - market cycles and at the same time protecting downside risk during market downturns.

Focuses on generating a significant amount of current income while seeking to outperform the benchmark over a market cycle.

Relative to «moderate allocation» hybrid funds, the advisor's goals are less volatility, better down market performance, fewer negative 12 ‐ month losses, and higher returns over a market cycle.

Life would be best for them if a mutual financial company gave them smooth returns 0n a regular basis, and absorbed all of the market volatility over a market cycle.

REIT analyst Steve Manaker says he has seen REITs shifting focus among management teams from short - term goals to sustained growth over market cycles.

Cold money estimates likely returns over a market cycle, and invests in the best ideas when they are out of favor.

«Getting a 10 % return over a market cycle should be doable with this portfolio,» says Clyne.

Mackenzie Unconstrained Bond ETF (TSX: MUB) seeks to provide a positive total return over a market cycle, regardless of market conditions, by investing primarily in fixed income securities of issuers anywhere in the world and in derivative instruments.

We believe employing this investment process has been instrumental in providing higher risk - adjusted returns over market cycles.