Sentences with phrase «performance over the long term»

«The list will be managed with a goal of providing superior investment performance over the long term.»

Avoiding the downside in bonds, avoiding the downside in sectors really leads to that consistent performance over the long term,» the fund's co-manager, Michael Collins, told «Power Lunch.»

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

The fund was recognized for its consistent, risk - adjusted performance over the long term.

«We are willing to endure a high degree of stock price and portfolio volatility because we believe it allows us to achieve a greater degree of investment performance over the long term» Bill Ackman

Customers can be sure of a quality product that will continue to deliver improved performance over the long term.

Imagine taking a daily snapshot of the stock market and then trying extrapolate its performance over the long term or even to state that that day is somehow «normal.»

The fund has delivered strong performance over a long term and has also returned positive absolute returns since inception barring 2008 when the market was going through turmoil.

Even this «trading» by those who manage the passive index has hurt performance over the long term, as cited by Jeremy Siegel and Jeremy Schwartz.

Pzena recently released its Q1 2017 commentary in which they demonstrate how investing in the cheapest stocks provides superior investment performance over the long term.

Your fund's investment performance over the long term usually makes a big difference to how much you will have to retire on.

It is always better to pay as little as possible for the same performance over the long term.

In fact, because of the problem that investment portfolio performance could be worse for large and very large actively managed mutual funds, well known brand names might deliver worse performance over the long term.

Expect movement from short - term, quantitative, financial pay metrics to long - term, non-financial, qualitative, multi-year return metrics, and pay that adjusts for risk and performance over the longer term, with greater discretion to compensation committees and boards — and if necessary shareholders.

In many ways, this is similar to what happens in the stock market in which there is a high correlation between stocks within one trading day, but fundamentals drive performance over the long term.»

Not exact matches

«Although we are pleased with these annual results, this relatively short - term performance is far less meaningful than our long - term results as financial markets can move sharply in either direction over shorter time horizons,» CPPIB chief executive Mark Wiseman said Friday as the fund manager released its annual report for the year ended March 31.

In 2014, over 97 % of the company's employees received long - term incentive benefits, which are awarded based on their performance.

Cortisol is a stress hormone that impedes performance and creates negative health effects over the long term.

All of this probably improved my team's performance marginally in the short term while taking a toll on my performance (and my team's) over the long term.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

While past performance is no guarantee of future results, historical returns consistently show that a well - diversified stock portfolio can be the most rewarding over the long term.

One - third of performance share awards, which make up 50 % of long - term incentive compensation, are tied to average return on invested capital over a three - year period.

But that relationship has been tested over the life of this bond bull market that saw double digit interest rates fall over the past 30 + years, boosting the performance of long - term bonds.

Paying a significant portion of variable compensation to our senior employees in the form of equity - based compensation that delivers over time and is subject to forfeiture or recapture encourages a long - term, firmwide focus because its value is realized through long - term responsible behavior and the financial performance of our firm.

In addition, the vesting features of our equity awards contributes to executive retention because this feature provides an incentive to our named executive officers to remain in our employ during the scheduled vesting period or until the achievement of the applicable performance milestones, which are expected to be achieved over the medium - to long - term.

Long - term bonds are up almost 9.5 % a year over the past 30 years, an amazing run of performance (stocks are at 11.2 % annually).

The point was to show how much variation in performance there's been historically over shorter time frames compared with a much narrower range in long - term returns.

Mr. Apotheker was granted a long - term incentive award consisting of 76,000 shares of time - based restricted stock vesting in equal amounts annually over a two - year period, 304,000 PRUs for the two - year performance period extending from

Fellow luxury carmaker McLaren, known for high performance cars such as the new 720S model that debuted in China on Wednesday, is planning to expand its range of electric products over the long - term.

All these powerful tidbits of knowledge, and many other psychological trading lessons we've learned over the past 11 years, are regularly shared with subscribers of The Wagner Daily end - of - day trading newsletter, and we we proudly display the cumulative trading performance results of our long - term efforts to prove it (Q4 of 2012 will be updated this week).

Longer term, considering the details of Britain's exit negotiations, there are a number of important factors that will influence the performance of retailers over the next 2 - 3 years.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

• Develop strategies to deliver effective performance and build shareholder value over the long term.

As our study has consistently shown over the past eight years, there is no long - term correlation between the amount of money a company spends on its innovation efforts and its overall financial performance; instead, what matters is how companies use that money and other resources, as well as the quality of their talent, processes, and decision making.

«Over the intermediate to long - term in the stock market, business performance has been inexorably reflected in share price performance.»

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

With over 200 years of outstanding performance, and the best years yet to come, it is hard to even contemplate placing a long term bet against those odds.

Over the long - term, we expect our relative performance to be an increment over-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycOver the long - term, we expect our relative performance to be an increment over-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycover-and-above the absolute performance of the markets we invest in (though this is certainly not true over periods shorter than a full market cycover periods shorter than a full market cycle).

Ultimately, underlying business performance is almost certain to hold a major influence over a corresponding stock's long - term performance.

While a rising dollar hurts the near - term performance of non-U.S. investments (when translated back into dollar terms), over longer timeframes weaker foreign currencies can improve the competitiveness of businesses outside of the U.S..

But if one is able to invest in a great business at perhaps an equally - great value, they're setting themselves up for truly outstanding investment performance over both the short term and long term.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

If you have 20 + years, I'll show you the long term stock market performance, and explain how stock values go up over the long term.

While we fully recognize that past performance is no guarantee of future results, Royce Small Cap Value Fund's security selection has clearly led to outperformance over the long term.

reviews trends in the use of performance metrics in S&P / ASX 200 long - term incentive plans over a five - year period.

Even though Australia's average inflation performance over the past five years has been superior to those of the traditional low - inflation countries, international markets still require compensation for inflation uncertainty, because of Australia's longer - term history.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the long term.

When things get jittery though, people forget the long - term picture and fear deep temporary losses, particularly institutions who are judged on their performance over 12 or even 3 month periods.

Oil commodity prices also weakened in March, which hurt the performance of our energy holdings during the quarter, but we believe supply - and - demand dynamics will lead to higher commodity price trends over the long term.

As we evaluate the performance of the Oakmark Funds over this period, we are reminded of the importance of staying true to our research discipline and the value of having a long - term investment focus.