Lee Freeman-Shor of Old Mutual Global Investors authored a piece for the AAII Journal that identifies differences in the strategies of investors who win or lose over time. After analyzing…
Ackman's Argues the Ill Effect of Index Funds on the Market
Barron’s reports on Pershing Square Capital manager Bill Ackman’s latest letter to shareholders, in which he sharply criticizes index funds. Ackman suggests that index funds are making the U.S like…
Emerging Markets: Lessons From History
Jason Zweig of the Wall Street Journal draws parallels between the 19th century emerging U.S. market and today’s emerging markets, especially China. “Emerging markets aren’t lucrative investments just because they…
Five Factor Quantitative Model Propels Alternative Fund to Top in its Category
Morningstar profiled its Fund Managers of the Year, including the fixed income, allocation and alternative categories. The Fixed-Income Fund Manager of the Year was Jerome Schneider for the PIMCO…
Bottom Up Stock Picking Helps US Fund Achieve Morningstar's 2015 Fund Manager of the Year
Morningstar profiled its Fund Managers of the Year for 2015 recently. Managers are nominated by Morningstar analysts in four categories – equity, fixed income, multi-asset, and alternatives – and selected…
Murky Outlook Suggests Selecting Value Stocks Says Dreman
David Dreman of Dreman Value Management says, “the outlook for the market couldn’t be murkier” in a Forbes column. He notes that corporate revenues and profits for the S&P 500…
Picks From Tom Forester, A Manager Who Made a Profit in 2008
Forbes briefly profiles the stock picks of Tom Forester, the fund manager who achieved a slight gain in 2008 when the S&P 500 plunged 37%. Forbes reports that he identifies…
4 Questions to Ask Before Selling in a Volatile Market
A recent MarketWatch article observes, “when the stock market is [as] nerve-wracking as it has been, investors need to make sure that any decisions they make are part of the…
Top Hedge Fund Wins by Controlling Risk and Seeing the Big Picture
Barron’s profiles Andrew Sandler of Sandler Capital Management because he is one of few hedge fund managers to come out ahead in 2015. “I’m very risk-averse by nature,” Sandler said,…
Dividend Paying Stocks Could be Riskier Than You Think
An article in Barron’s suggests that “dividend-paying stocks might not be as safe as they look.” Many “companies have been raising their dividends while their earnings growth has slowed or…