Sentences with phrase «risk over full market cycles»

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.

Not exact matches

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

Strategic Growth is a risk - managed growth fund that is intended to accept exposure to U.S. stocks over the full market cycle, but with smaller periodic losses than a passive buy - and - hold approach.

Historically - reliable valuation measures are remarkably useful in projecting long - term and full - cycle market outcomes, but the behavior of the market over shorter segments of the market cycle is driven by the psychological inclination of investors toward speculation or risk - aversion.

While long - term and full - cycle market outcomes are tightly determined by market valuations, the effect of valuations on outcomes over shorter segments of the market cycle depends on the psychological preference of investors toward speculation or risk aversion.

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 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.

The Firm seeks to invest in high - quality businesses at low valuations, with the goal of generating outperformance over a full market cycle while managing the level of risk.

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

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.»

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.

I searched for the small cap funds with the best risk - adjusted performance over the latest full market cycle.

Since inception, Defined Risk Strategy Select Composite SMA has consistently outperformed the S&P 500 over full market cycles.

The Quantitative Rating is an extension of the Morningstar Analyst Rating for funds, which provides an analyst's forward - looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk - adjusted basis over a full market cycle.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

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.

By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).

Provides investors exposure to a diversified fund seeking to achieve strong risk - adjusted results 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.

The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market).

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.

Risk assets should primarily generate capital gains 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.

As a defensively - minded, high yield fixed income team, the Buffalo High Yield Fund portfolio managers follow a more cautious investment philosophy, with the goal of producing compelling risk - adjusted performance over a full market cycle.

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).