Sentences with phrase «term outperformance»

Even 10 years ago, the advantages of small portfolios weren't widely recognized and most retail investors destroyed their chances of long term outperformance by following the pros into large cap stocks.

One of the great anomalies of investing: The historical long - term outperformance of certain smart beta or factor - based strategies relative to the broader equity market (think choosing stocks based on their valuations, momentum, low volatility or quality metrics such as profitability).

and possible long term outperformance in total returns as well.

That same study above also finds a long term outperformance by «value» stocks, which is based on the company's low price to book ratio (P / B), or as Fama and French refer to it, a high book to market ratio (BtM).

30 years» experience of long - term outperformance following our distinctive investment style (12.0 % average annual performance vs 8.2 % for MSCI World excluding US) *.

The quality factor has demonstrated long - term outperformance against the market, but it has not received the same attention as the value, size or momentum factors.

It might improve your odds, but there is simply no way you can argue that any active manager can give you a better than 50 - 50 chance of long - term outperformance after costs.

Nor are the select few who have delivered long - term outperformance spared.

Seek long - term outperformance within a low - cost index chassis.

Given the costs and general underperformance of actively managed funds, many «converts» are happy to pay the redemption fees (if applicable) since the costs are recouped over time through ongoing fee reduction, and more than likely long term outperformance as well (of ETFs versus active funds)

Since we're looking for long - term outperformance compared with the S&P / TSX Composite Index, we'll go out a wee bit further than 19 months and we'll consider funds that actually hold Canadian stocks.

We explain how behavioral finance can help explain one of the great anomalies of investing: the historical long - term outperformance of smart beta strategies.

and possible long term outperformance in total returns as well.

There's also strong but less overwhelming evidence of long - term outperformance by other approaches, including low volatility investing, dividend investing and momentum investing.

Earlier this week I responded to a comment that centered around the role of luck in long term outperformance.

«We vehemently disagree with the Modern Portfolio Theorists, who maintain markets are so efficient as to eliminate the likelihood of long - term outperformance.

Jason Zweig looks at this Age of Macro Investing and talks about the fact that these are the types of markets in which investors set themselves up for longer - term outperformance.

Any time we can find a model from a respected source that uses factors and shows long - term outperformance, we will track it and add it to our arsenal.

The firm takes a bit more interest rate risk than other short term municipal bond funds and a bit less credit risk a strategy which has contributed to its long term outperformance.

Although the developed markets lagged in the quarter, we continue to see latitude for longer - term outperformance.

At 0.94 %, the fund sports a relatively low net expense ratio, which is one of the dominant factors in long - term outperformance.

When a deal is upsized that often means the underwriters are taking advantage of demand, which diminishes the likelihood of any short - term outperformance.

4) Avoid IPOs where the price talk is raised, which also limits the likelihood of any short - term outperformance.

A couple of posts ago, I asked why everyone isn't beating the market when there are a dozen or more strategies that promise long - term outperformance.

This illustrates the dividend investing strategy for long - term outperformance.

One of the most reliable long - term investment trends is the long - term outperformance of smaller companies over blue chips.

Much of the long - term outperformance of the high quality companies comes from their ability to hold up in down markets.

That's the key to long - term outperformance.

Based on the historical back and forth of small and large cap performance, Bogel questions whether the evidence of consistent and long - term outperformance of one size of stock over another is real, and more importantly predictable for the future.

Today's historically attractive valuations, deeply depressed currencies, and positive momentum — both price and economic — compose a very rare hat trick for emerging market equities, local bonds, and currencies, adding up to a region with strong potential for long - term outperformance.

Upon Closer Scrutiny... Let's look more closely at equities» long - term outperformance.

The long term outperformance is mostly due to the fact I did not lose much principal when the market declined.

While the long - term outperformance of the MIX portfolio is unsurprising (both Short VIX and Low Volatility have outperformed), the key feature of MIX is its upside / downside capture ratio, shown in Exhibit 4:

Although the developed markets lagged somewhat in the quarter, we continue to see latitude for longer - term outperformance.

Low Volatility equity strategies have generated their long - term outperformance in part by mitigating losses in down markets; the price of this loss mitigation is that low vol strategies underperformed in rising markets.

Seth Klarman, who is one of the very best value investors, writes: «Short — term underperformance doesn't trouble us; indeed, because it is the price that must sometimes be paid for longer - term outperformance.»

The point is, the long - term outperformance we saw in the first chart is earned the hard way, with out - and underperformance lasting long periods of time.

We believe that our approach of active management of equity exposure, combined with early identification of opportunities and themes across asset classes, is more likely to lead to long - term outperformance.

Whilst long, it is a good read because it also addresses some of the drivers for the long - term outperformance of value.