Sentences with phrase «underlying equity growth»

It builds long - term wealth — the underlying equity growth and capital component with the additional rental cash flow generation component makes it a perfect wealth builder.

Not exact matches

Equities should continue to benefit from underlying fundamentals like global economic and earnings growth, and we expect new highs in U.S. and international equity markets this year.

The Strategic Growth Fund and Strategic International Equity Fund remain tightly hedged here, but it bears repeating that our defensiveness at present is not driven by valuation considerations alone, nor by our broader concerns about underlying debt and mortgage conditions.

The proposed momentum underlay chooses SPY, iShares S&P 500 Value (IVE) or iShares S&P 500 Growth (IVW) based on highest five - month past return whenever the equity risk premium is most undervalued.

These updates are mainly designed to show the increase or decrease in the value of the underlying equities I'm invested in, but the main purpose of investing in dividend growth stocks is for the rising stream of dividends over time.

OK, underlying managed AUM growth isn't spectacular — but that's because almost 90 % of AUM's in institutional fixed income (separate account) mandates (the rest is in equities & real estate).

The US equity markets were dancing up towards all - time highs but the underlying world economy seemed to be on a completely different tack with Europe falling into recession, the US recovery seemingly stalling and China growth showing signs of slowing.

It's truly a win - win, because the underlying assets (the dividend growth stocks themselves) are typically increasing in value as the businesses they represent equity in are becoming worth more.

So, that's my preferred measure for how much has the underlying value of the firm increased: growth in fully diluted tangible book value (ex-AOCI), adding back dividends, and subtract out net equity issuance / buyback measured not at cost, but at the current market price.

By contrast, returns typically associated with real estate equity strategies are mostly «back - ended» and are dependent on asset appreciation, capitalization rate compression, cash flow growth, aggressive refinancing and / or sale of the underlying property.