Sentences with phrase «returns in excess»

Some deals have earned annual returns in excess forty percent.

When compared to required returns to a healthcare provider, such as for medical equipment, which often returns in excess of 20 %, this real estate yield seems slim.

House of Multiple Occupancies (HMO's) or room rentals as an investment option is getting investors cash flow returns in excess of 15 % per annum in many cases and the average investor looks at it and says, «it is too good to be true.»

Basically, the first 10 % goes directly to the investor and any returns in excess of that amount are split 80/20.

The work saw Burges Salmon advise on off - balance sheet community funding for the installation of solar panels on M&S stores, where any returns in excess of 5 % per annum would benefit the store's local community.

Analysis carried out by the UK Carbon Trust indicates that there is a strong case for businesses to produce their own renewable energy, with a potential for returns in excess of 20 %.

However, the Attorney General's investigation showed that the plan relied on optimistic assumptions to achieve that long - term solvency projection, including an assumption that the school could safely invest $ 35 million in borrowed funds in the stock market and profit by making returns in excess of the loan's interest rate.

I've long understood the dangers of trusting intuition on such questions, but I can't say that I have any hard data to support the hypothesis that fund managers can provide returns in excess of chance variation over the long term (any finance or econ readers know of any useful studies?).

This focus on an asset's earnings power and, in particular, the ability of assets to earn returns in excess of desired returns is the essence of my intrinsic valuation, which is based on Steven Penman's residual income model.1 The basic idea is that if a company is not earning a return in excess of our desired return, that company, like the bank account example above, deserves no premium to book value.

Thus, investors can not consistently achieve returns in excess of market average returns on a risk - adjusted basis.

Funds above 0 % on the y - axis (plotted between -6 % and 6 %) appear to have outperformed by generating returns in excess of the 4.84 % per year benchmark return we used over the 10 - year period.

If that were the natural long - term equilibrium for their situation, they would have been already earning returns in excess of their cost of capital prior to the tax cut.

Since 2009 this rental property motif has kept pace with the general market, and produced returns in excess of 100 % over the last 5 years, IN ADDITION TO THE DIVIDEND.

After screening the list of more than 200 Dividend Challengers, we offer the following 32 companies that are expected to generate total returns in excess of 15 % per annum.

With rising bond default rates and the lowest Treasury yields in more than a generation, investors would be wise to reconsider long - term bank time deposits as a way to earn safe returns in excess of money market yields.

Yet, they produced Speculative Returns in excess of 7 %.

For almost two decades, he ran this aggressive and successful hedge fund, reportedly racking up returns in excess of 30 % per year and, on two occasions, posting annual returns of more than 100 %.

That is, one can not consistently achieve returns in excess of average market returns on a risk - adjusted basis, given the information publicly available at the time the investment is made.»

They focus on net fund alphas, meaning after - fee returns in excess of the risk - free rate, adjusted for exposures to three kinds of risk factors well known at the start of the sample period: (1) traditional equity market, bond market and credit factors; (2) dynamic stock size, stock value, stock momentum and currency carry factors; and, (3) a volatility factor specified as monthly returns from buying one - month, at ‐ the ‐ money S&P 500 Index calls and puts and holding to expiration.

At its high point during this 25 - year span, S&P 500 stocks posted average annual returns in excess of 35 percent, but returns also plummeted equally during their worst year.

The cap rate poses a major issue because when index funds posted returns in excess of 30 % In 2013, the insurance company would've only paid you a maximum of 15 %.

The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a transparent, registered fund format consistent with monthly dividends.

But history has shown that a simple mix low - cost stock and bond funds has been able generate sufficient returns in excess of inflation to maintain the purchasing power of your savings over the long term.

Both of the funds referenced are growth funds and have delivered over the intermediate - and long - term returns in excess of peer groups, at lower risk.

They use daily index returns in excess of the return on cash and rebalance stock index - cash test portfolios daily.

The Secret Society is the domain of investors that have figured out how to make returns in excess of the risks they assume and includes the realm of hedge funds, private equity funds and actively managed investments.

Savers are understandable irate and have pushed their advisers to find alternate investments (called «funky bonds» by The Wall Street Journal) which will offer returns in excess of the rate of inflation.

The fund attempts to actively capture returns in excess of the so - called «value anomaly» or premium, first identified in 1992 by Professors Fama and French.

More than half of them provided returns north of 50 % and more than a dozen posted returns in excess of 100 %.

Although great at the time, returns in excess of 10 % should be considered gravy and the investor should expect that over the long run, their rate of return is going to average 10 %.

However, for investors who seek to generate returns in excess of the market, the level of diversification must be optimized, not maximized.

* In the wake of a stable Naira and increased investment inflows, Nigeria's stock market emerged one of the best - performing in the world, delivering returns in excess of 40 percent.

For example, one study finds that for each dollar spent lobbying for a tax break, firms received returns in excess of $ 220.

The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a [more] transparent, registered fund format consistent with monthly dividends.

Excess Returns are the returns in excess of the risk - free rate or in excess of a market measure, such as an index fund.

Renaissance Technologies, run by math and physics PHDs, has historical returns in excess of 30 %.

This focus on an asset's earnings power and, in particular, the ability of assets to earn returns in excess of desired returns is the essence of my intrinsic valuation, which is based on Steven Penman's residual income model.1 The basic idea is that if a company is not earning a return in excess of our desired return, that company, like the bank account example above, deserves no premium to book value.

The product writ large is designed to reduce a diversified portfolio's correlation to the market, lower standard deviation (thus increasing a portfolio's Sharpe ratio) and ultimately deliver long - term returns in excess of the market.

They employ three distinct methods to measure long - run abnormal returns: (1) calendar - time three - factor (market, size, book - to - market ratio) portfolio alpha; (2) three - factor alpha in event time; and, (3) returns in excess of those for control stocks matched on size, book - to - market ratio and six - month past return.

They use daily index returns in excess of the return on cash and rebalance stock index - cash test portfolios daily.

They form hedge portfolios from extreme fourths (quartiles) of ranked currencies, rebalanced annually at year end, and calculate returns in excess of short - term interest rates.

The Adviser attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a transparent, registered fund format with consistent monthly dividends.

The Manager attempts to deliver consistent returns in excess of the Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a transparent, registered fund format with consistent monthly dividends.

Make sure your investments provide you with the potential to earn returns in excess of inflation.

The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a transparent, registered fund format consistent with monthly dividends.

Caterpillar and Ally Financial were the best individual contributors for the quarter, both returning in excess of 20 %.

This is a key point; we should not be interested in investment returns alone, it is the return in excess of inflation that counts.

BondMason's clients have achieved a gross return in excess of 8.0 % p.a. in 2015 *, 2016 and 2017 (* part period).

Your returns: BondMason clients have achieved a an average gross return in excess of 8.0 % p.a. from April 2015 to April 2017 (before fees).

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.