Sentences with phrase «returns over market»

For me, the only way to generate attractive absolute returns over a market cycle is to invest differently.

We believe employing this investment process has been instrumental in providing higher risk - adjusted returns over market cycles.

for others who may wish to generate additional returns over the market, they may want to look into areas that are not very efficient.

An investment manager might get lucky once or twice, but whether he or she can persist in generating excess returns over the market for more than a few months is really the question — and the question you should ask when selecting a fund that claims to be able to beat the market.

A clear and concise vision of how the two dominant disciplines of modern investing (quant and value) can be combined in actionable ways that produce outsized returns over the market.

Cold money estimates likely returns over a market cycle, and invests in the best ideas when they are out of favor.

Relative to «moderate allocation» hybrid funds, the advisor's goals are less volatility, better down market performance, fewer negative 12 ‐ month losses, and higher returns over a market cycle.

In this workshop, Brandywine Global, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management strategies.

If an active fund skillfully arbitrages the prices of individual shares — buying those that are priced to offer high future returns and selling those that are priced to offer low future returns — it will earn a clear micro-level benefit for itself: an excess return over the market.

«Getting a 10 % return over a market cycle should be doable with this portfolio,» says Clyne.

While it's not a great measure, it's still a measure of market beating return, and we as value investors can interpret it as excess return over the market.

Mackenzie Unconstrained Bond ETF (TSX: MUB) seeks to provide a positive total return over a market cycle, regardless of market conditions, by investing primarily in fixed income securities of issuers anywhere in the world and in derivative instruments.

Most strategies earn an excess return over the market benchmark, but in each of the international markets we study, a couple of the factor - based smart beta strategies generate mildly negative value - add.

Not exact matches

Over the past decade, public stock markets have outperformed the average venture capital fund and for 15 years, VC funds have failed to return to investors the significant amounts of cash invested, despite high - profile successes, including Google, Groupon and LinkedIn.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

At a minimum, we look for a 400 - basis - point annual excess return over the public equity markets.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

From the start of 2005 through the end of 2014, it delivered a total return of 746 %, or 23.8 % per year, compared with a 20.6 % annual return for the S&P railroad index and 7.7 % for the broader market over that time.

Also, as bond rates rise, some of the money that migrated over from the bond market in search of higher yields will return to the safety of fixed income.

Over the long run, growth actually correlates negatively with market returns, according to a number of landmark studies.

Should the policy offer attractive guaranteed rates of return, over time the cash value will grow to a reasonable level without being subject to market volatility or capital gains taxes.

Dividends included, Scotiabank shares have returned an annualized 13 % over that time, even accounting for the 2008 market crash.

Traditionally, most elect the target - date investment fund, which is a mutual fund that will return your various assets (stocks, bonds, and cash) at a fixed retirement date — depending on how well the market performs over time.

«As a long - term value investor, we remain cautious and recognise that to generate good real returns over time, we have to be prepared for periods of underperformance relative to the market indices, some even for a stretch of several years.»

That, combined with the demand for income from investors and the fact that companies have so much cash saved up, makes Iyer believe that over the next few years dividends will once again make up a significant part of the market's total return.

«We had to find a niche [that had] less competition but also generated a better return than the market with less risk over time,» he says.

«Two years ago, we said the market would return x over the next 10 years.

Companies that have aggressive accounting where management is pulling the wool over investors» eyes and artificially propping up their stock price can lead to solid returns, even in a bull market.

And while NerdWallet emphasizes that past market performance doesn't guarantee you'll earn the average historical return of 10 % in the future, the value of investing in stocks over a long period of time is still significant.

Elevated valuations, low volatility and secularly low interest rates are unlikely to be allies for robust financial market returns over the next five years,» the fund company cautioned in its report.

«These homes are stores of value and they have proven over time to have a positive return without the kinds of volatility you get in equity markets.»

Why it's hot: KFC has made a comeback over the past two years with the return of Colonel Sanders in marketing, and it launched an effort to improve its food quality.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

In fact, fifty - one percent of global marketing executives point to video over other types of content for best return on investment and marketers who use video grow revenue forty - nine percent faster than non-video users.

And Elliott, whose 13.4 % annual rate of return over its four - decade history is unmatched among hedge funds, has also outperformed at a time when that asset class has woefully lagged the market.

The Coinbase Index Fund, which requires a minimum investment of $ 10,000 and weights its cryptocurrency holdings proportionately by their market caps, would have returned about 995 % over the past 12 months, an increase of nearly 11-fold.

But the true test of a stock market star is whether a consistent track record of exceptional returns can be maintained over the course of several years.

(An average of country - adjusted total shareholder return, industry - adjusted total shareholder return, and change in market capitalization over the course of the CEOs» tenures accounted for 80 % of the rankings» relative weightings.)

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

The price for foreigners operating in China is often handing over their technology to local «partners» in return for access to the market, effectively fuelling your future competition with your hard - earned intellectual property.

If you can keep your savings above the required minimum balance, a money market account can offer you greater returns on your savings over time.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

Over the long - term the stock market has earned a better return than investing in bonds.

Maxing out your 401K for 30 + years will also most likely lead to over $ 1 million dollars as well due to market returns and company matching as well.

These are the risk premiums over 10, 20 and 30 year time frames based on the annual returns for the total U.S. stock market (represented by the CRSP Total Market Index) and 20 Year Treasuries going back tomarket (represented by the CRSP Total Market Index) and 20 Year Treasuries going back toMarket Index) and 20 Year Treasuries going back to 1926:

Over the next seven years, shareholders enjoyed a 500 % return as the firm grew its market cap from $ 700 million to $ 10 billion, and client assets reached $ 280 billion.

Earlier this week I posted a handful of graphs that showed rolling returns for the stock market over various time frames.

Over the past five years, even in years in which markets have been in negative territory, we've protected capital and generated reasonable returns.

Moderate interest rates were associated with a whole range of subsequent returns over the following decade, and we know that those outcomes were 90 % correlated with the level of valuations at the beginning of those periods (on reliable measures such as market cap / GDP, price / revenue, Tobin's Q, the margin - adjusted Shiller P / E, and others we've presented over time - see Ockham's Razor and the Market Cmarket cap / GDP, price / revenue, Tobin's Q, the margin - adjusted Shiller P / E, and others we've presented over time - see Ockham's Razor and the Market CMarket Cycle).

What we have really seen over the past several years, in terms of the appreciation of markets and the decline of interest rates based on what the Fed has been doing, is a result which has eliminated the possibility of investors in bonds and stocks to earn an adequate return relative to their expected liabilities.