Sentences with phrase «return over a full market cycle»

Their goal is «positive total returns over a full market cycle.»

The Fund seeks to generate equity - like rates of return over a full market cycle while managing the level of risk.

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and / or improving financial productivity at attractive valuations.

Strategy Objective: Launched in July 1997, the DRS is an actively managed, hedged - equity, rules - based process that is designed to hedge against large stock market declines and provide stable returns over a full market cycle.

Using Charles's fund data screener at MFO Premium, I searched among the funds that predominately invest in U.S. equities for those with the highest risk - adjusted returns over the full market cycle.

The Strategy is designed to provide stable returns over a full market cycle while always seeking to limit the impact of large stock market declines, and we've been doing just that since 1997.

The fund has a wide range of credit oriented securities that it can use on both a long and short basis to generate absolute (positive) returns over full market cycles.

Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.

The fund aims to provide attractive risk - adjusted total returns over a full market cycle.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

The Fund seeks positive absolute returns over a full market cycle, regardless of market conditions.

ACR's objective is to seek satisfactory absolute returns over a full market cycle.

In the long term, classic growth stocks can provide the best returns over a full market cycle.

Not exact matches

If current levels were to turn out, in hindsight, to be the final lows of this decline, I suspect that the overall return over the next cycle (by the time we do observe a full 20 % loss) will be as tame as we've seen since the bull market started in 2003.

If you combine the two, it happens that the average full market cycle is 5 years in duration, and generates an average total return of about 10.9 % over the entire cycle.

At MFS ®, we believe a flexible, adaptable approach that includes exposure to a wide range of bond sectors is one key to generating attractive risk - adjusted returns and managing risk over full market cycles.

While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold approach over the full market cycle, with smaller periodic losses, on average.

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 Fund will attempt to produce a total return in excess of the return of the S&P 500 Index, and secondarily, the Russell 1000 Value Index over a full market cycle.

The central message of our discipline is that valuations are enormously informative about prospects for long - term and full - cycle returns, but that outcomes over shorter segments of the market cycle are driven by changes in the psychological preferences of investors toward speculation or risk - aversion.

John Ackerly, one of Davenport's directors, claims they have «a long history of developing funds that manage downside risk and produce positive returns... over full market cycles.»

In addition, the Fund aims to provide an overall return of 2 - 3 per cent above the London Interbank Offered Rate (LIBOR) 90 Day (GBP) over a full market cycle (being 3 - 5 years) after management fees are deducted.

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

ACR International Quality Return Fund will seek is «to protect capital from permanent impairment while providing an absolute return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.&Return Fund will seek is «to protect capital from permanent impairment while providing an absolute return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.&return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.&return above the Fund's benchmark over a full market cycle.»

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.

The strategy's secondary objective is to seek long - term capital preservation, to generate attractive absolute and risk - adjusted returns, and to attain higher relative returns compared to its benchmark over a full market cycle.

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.»

As shown in the previous table, markets do not always provide a satisfactory return over a full cycle.

Managers do need to achieve both an attractive absolute rate of return above inflation as well as comfortably exceed a low - cost passive index alternative over a full market cycle

Through practical experience, Brandywine has determined that value - style investing — whether in equity or fixed income markets, in the US or internationally — can provide excellent risk - adjusted returns over full investment cycles, and it is a particularly important strategy in today's global markets.

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).