Sentences with phrase «over the complete market cycle»

* Risk objectives are measured over a complete market cycle against the underlying index's eligible universe of securities, weighted by market capitalization.

We can think about investment returns from two perspectives: 1) long - term returns over complete market cycles, or 2) shorter - term returns over limited portions of the market cycle.

Most of the time, a given set of market conditions is associated with some mix of positive and negative outcomes, so we focus on the average of those outcomes in the expectation that doing so will produce good results over the complete market cycle even if we are incorrect in specific instances.

* The Fund's systematic, rules - based approach seeks to target up to 15 % reduced volatility over a complete market cycle at an expense ratio of 0.29 %.

Respecting that distinction, without disregarding overvaluation, allowed us to come out ahead over the complete market cycle, as the 2000 - 2002 decline wiped out the entire total return of the S&P 500, in excess of Treasury bills, all the way back to May 1996.

Whether stocks are currently in a bear market or not, I would expect 2003 to be the only year of the recent bull market advance for which the gains of the S&P 500 (in excess of Treasury bill yields) will ultimately be retained over the complete market cycle.

Our hedging approach is intended to be applied over a complete market cycle - generally several years, but in any event comprising a complete bull and bear market.

We believe a consistent investment discipline combined with risk management leads to outperformance over a complete market cycle with lower volatility.

The investment objective of the Direxion Auspice Broad Commodity Strategy ETF is to provide total return that exceeds that of the Auspice Broad Commodity Index over a complete market cycle.

This permitted the client to assess the manager over a complete market cycle.

The objective of the iSectors Post-MPT Growth Allocation is to achieve investment returns that outperform the S&P 500 stock market index with lower downside risk over a complete market cycle.

According to Direxion's filing, dated December 15, 2017, its Bitcoin ETF seeks «to provide total return that exceeds that of bitcoin futures contracts over a complete market cycle.»

The objective of these allocations is to contribute to portfolio returns over the complete market cycle and over the long - term, while reducing the correlation between individual portfolio components, in a way that may help to manage the overall volatility of the portfolio across the complete market cycle.

And, because you can not tell what the market is going to do, a value investment discipline is important because it is the only approach that produces consistently good investment results over a complete market cycle» Seth Klarman

Designed to provide equity exposure to developed markets (ex-US) with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Still, our stock selections continue to perform well relative to the market, our risks remain well - managed through a substantial (though not full) hedge, and our investment approach has nicely outperformed the S&P 500 over complete market cycles, with substantially less downside risk than a passive investment approach.

Accordingly, if we accept a greater amount of risk during favorable conditions, and less during unfavorable conditions, we expect to perform strongly - at controlled risk - over the complete market cycle.

The S&P 500 has achieved a negative total return over the past decade, but that has not prevented the Strategic Growth Fund from achieving positive absolute returns and even stronger relative returns over the complete market cycle (whether measured from peak to peak or trough to trough).

Since the inception of the Fund (as well, of course, in long - term historical tests), our present approach to risk management has both added to returns and reduced volatility - not necessarily in any short period, but over the complete market cycle.

Our intent remains to outperform the S&P 500 over the complete market cycle, with smaller periodic losses than passive «buy and hold» investors would experience in the stock market.

The intent of the Strategic Growth Fund is to outperform the S&P 500 over the complete market cycle, with smaller losses than a passive investment approach.

Since my impression is that the Fund continues to nicely achieve its objectives, it's important that shareholders remember that those objectives focus on achieving strong absolute and risk - adjusted returns over the complete market cycle (i.e. peak - to - peak, bull markets and bear markets combined).

And, because you can not tell what the market is going to do, a value investment discipline is important because it is the only approach that produces consistently good investment results over a complete market cycle.

Our stock selections have outperformed the major indices by a significant margin since inception, and I believe that our hedging approach is well - suited to reduce our risks while contributing to our returns over the complete market cycle, if not always over shorter segments of that cycle.

Seek reduced volatility and drawdown risk and improve returns (relative to capitalization weighted developed international equity indexes (ex U.S.) over a complete market cycle.

The fund seeks total return over a complete market cycle (through a combination of current income, capital preservation and capital appreciation), by allocating its assets across multiple alternative fixed income and credit strategies.

Designed to provide equity exposure to global small cap markets with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Seeks improved returns and similar risk (relative to traditional capitalization - weighted REIT strategies) over a complete market cycle

Accordingly, if we accept a greater amount of risk during favorable conditions, and less during unfavorable conditions, we expect to perform strongly - at controlled risk - over the complete market cycle.