Sentences with phrase «quality small cap equities»

Not exact matches

EQUITIES THEMATIC — SAME AS IT EVER WAS: Small Cap / High Beta / Cyclicals / Value / High Short Interest / Inflation / Domestic Exposure / Weak Balance Sheet over Low Vol / Defensives / Anti-Beta / Growth / Quality / Strong Balance Sheet.

Turning to equities, he feels a shift from small cap names into high quality large caps is advisable.

Aristotle Small Cap Equity Fund will seek long - term capital appreciation by investing in high quality, small cap businesses that are undervaSmall Cap Equity Fund will seek long - term capital appreciation by investing in high quality, small cap businesses that are undervaluCap Equity Fund will seek long - term capital appreciation by investing in high quality, small cap businesses that are undervasmall cap businesses that are undervalucap businesses that are undervalued.

Our advice to the equity investor is to examine that small cap you are considering to be sure it has the alpha - producing qualities you seek — if absent, toss that small fish back, and cast your line again.

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity maSmall Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity markCap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity masmall cap quality stocks within the US equity markcap quality stocks within the US equity quality stocks within the US equity market.

(3.5 %) Int» l bonds (currency hedged)(3.4 %) US small cap (2.4 %) US large cap (1.0 %) US bonds (0.5 %) TIPs (0.3 %) Cash (0.2 %) Int» l small cap (0.1 %) US high quality 0.0 % Int» l large cap 2.6 % EM bonds 2.9 % EM equity 5.4 % Managed timber

The High - Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair vSmall Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair valCap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair vsmall cap companies in strong financial condition and whose equities are priced below our view of fair valcap companies in strong financial condition and whose equities are priced below our view of fair value.

Lydon said the index SMDV tracks «includes quality, dividend - growing companies that have delivered higher return on equity compared to other small - caps... without sacrificing earnings per share growth.»