Sentences with phrase «portfolio over a full market cycle»

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.

It is important to remember our goal is to outperform both the S&P 500 and a balanced equity / bond portfolio over a full market cycle, which by definition includes both a bull and bear market.

If our returns fall within this targeted return band in the shorter - term (one year), we believe we will be on track to beat both the market and a balanced equity / bond portfolio over a full market cycle.

Not exact matches

However, over a full market cycle, each of the factors mentioned above has proven to be additive to portfolio returns.

If a portfolio loads market risk when the likely return / risk profile is favorable, and hedges market risk when the likely return / risk profile is unfavorable, it's possible to achieve a very satisfactory return / risk profile over the full market cycle without ever making a specific short - term forecast.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

However, over a full market cycle, each of the factors mentioned above has proven to be additive to portfolio returns.

When talking about «low volatility products,» Yasenchak is referring to portfolios that «specifically seek benchmark - like returns, over the full market cycle, with a total volatility, measured as the standard deviation, falling considerably below that of the index.»

A portfolio built on this foundation has a better chance of weathering turbulent market environments and producing better performance over full market cycles.

Jason Subotky, Portfolio Manager of the AMG Yacktman Fund and AMG Yacktman Focused Fund, discusses the investment strategy that has helped Yacktman perform over full market cycles.

As a defensively - minded, high yield fixed income team, the Buffalo High Yield Fund portfolio managers follow a more cautious investment philosophy, with the goal of producing compelling risk - adjusted performance over a full market cycle.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).