Sentences with phrase «returns over a business cycle»

Not exact matches

«True managers need to be tested in multiple business cycles to prove their compound annual return is consistent over long periods of time» Thomas Kahn

I wouldn't waste much ink trying to argue this is a fantastic business, but because of strong market share, over a cycle NOV has earned a decent return on capital.

Our Countercyclical Indexing ™ strategy establishes a portfolio management approach that is more consistent with the way investors actually perceive risk over the course of the business cycle and increases the probability of improving risk adjusted returns.

Over the course of the business cycle, however, we hope to generate a risk adjusted return that is superior to a benchmark portfolio.

Most importantly, Countercyclical Indexing is a low fee and tax efficient form of asset allocation that tries to capture the market return given an appropriate level of risk over the course of the business cycle.

I don't particularly like these business models, as they tend to produce mediocre returns on capital over the full cycle, but occasionally they do offer opportunities to buy them well below their net asset values.