Search Results | Showing 1 - 10 of 75 results for "Stock picking" |
| | | ... for investors to evaluate the balance in their portfolios. It's important for investors to be discerning in their stock picking and focus on the companies which have pricing power, resilient volumes, and capacity to manage margins, while avoiding stocks ... |
| | | | ... portfolio efficiency can drive additional long-term wealth creation, with a smoother ride, it added. When it comes to stock picking, Marcelli and Scansaroli said they expect some of the highest returns over the decade ahead to come from companies that ... |
| | | | ... active managers ability to generate risk adjusted excess returns (information ratio), is directly related to their stock picking ability but also directly proportional to the number of independent active positions," he commented. "For a constant level ... |
| | | | ... Future Fund distanced itself from actively managed equity strategies, as macroeconomic factors dominated individual stock picking. He explained that economies are diverging, and companies can now better differentiate themselves in a challenging environment. ... |
| | | | ... wide range in companies, valuations and macroeconomic factors, we believe that active management (that is, active stock picking) is crucial when investing in global emerging markets," he said. Chief executive and managing director Sophia Rahmani said ... |
| | | | ... nimbler and more considered about the risks in their portfolios," she said. "Previously, there was a lot of focus on stock picking and fund picking, and now it's moved to a whole portfolio view, looking at different risk exposures and being really ... |
| | | | ... processes - or 'alpha drivers' - Inalytics has found to have the potential to generate alpha in equity portfolios: stock picking, sizing positions, trading activity and holding periods. By analysing these four drivers and showing how they contribute ... |
| | | | ... platform," Fidelity said. "The focus of this fund will remain on identifying companies through a rigorous bottom-up stock picking approach. The underlying investment philosophy aims to identify under-appreciated structural growth in companies with strong ... |
| | | | Stock picking is the main source of alpha in about 90% of institutional portfolios, a research firm has found. Analysis of 752 equity mandates by Inalytics, including several managed on behalf of Australian institutions, found 88% of portfolios generated ... |
| | | | ... investment styles will perform. Swan believes equity markets in the Asia region have significant opportunities for stock picking and alpha. The strategy will be adapted to ensure the most favourable factors are overweight relative to the benchmark. "Many ... |
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