Sentences with phrase «value bias»

Investment Style: We manage core equity portfolios with a significant value bias.

Two other important characteristics of the index are more sector diversification and less value bias compared with the high dividend yielders.

The misalignment between beneficiaries and their agents, fueled by the classic time - horizon conflict and an inherent desire to conform to conventional wisdom, may be factors in the lack of a prevalent value bias as well as to falling short of attaining the «owner's dream» — that is, reaching the asset owner's financial goal manifested over the long run by stacking multiple sources of risk premium.

If you've been a Hot List reader for any significant amount of time, you know that my Guru Strategies have a distinct value bias.

The new fund manager has a strict value bias and does not deviate from increased safety margin while picking the stocks.

I think recognizing my value bias while still in the womb has been key to my success.

Many of the trends we've briefly discussed in this note have been going on for a long time: the outperformance of US equities; the relentless decline in bond yields; the bull market in the dollar; the relative bear market of active management, particularly with a value bias.

Foster look globally for some holdings and perhaps have a value bias, suggests De Goey.

To return to our previous example, imagine a portfolio manager has a value bias.

b) Use a value bias, and focus on companies where there is a margin of safety.

On the flip side, strategies with a value bias have underperformed and suffered outflows.

An inherent desire to conform to conventional wisdom combined with the classic owner — agent conflict may help explain why an equity bias is deemed conventional wisdom and a value bias is no longer seen as a reliable source of excess return.

An equity bias is deemed conventional wisdom in its ability to generate a reliable source of excess return, but a value bias no longer is.

We examine a possible explanation for why a value bias does not figure more prominently in investors» conventional wisdom.

• our Fundamental metrics of size, such as book value, revenues, smoothed earnings, total employment, and so forth, all implicitly introduce a value bias, amply documented as possible market inefficiencies or as priced risk factors.

I think most people would agree with this very reasonable hybrid approach: use macro analysis to avoid economic turbulence by managing your portfolio's «long - short exposure ratio» more, and bottom - up analysis to maintain a value bias to the holdings within your portfolio.

I would rotate industries with a value bias.

To keep things simple, we could put 10 % in Claymore Canadian Fundamental (CRQ), since this large - cap ETF has a value bias.

Investing a disproportionate amount passively in mid - and small - cap stocks can be a wise idea, as can passive investing with a value bias.

Even a slight introduction of a value bias improves portfolio performance.

It is beneficial for a self managed investor to be alert for these situations as the difference in performance between a value biased portfolio and a market neutral portfolio can be very significant over the life of the portfolio.