Stephen Blyth, the new CEO of the nonprofit Harvard Management Co. that manages Harvard’s endowment, recently voiced concerns over private equity valuations and future returns. In Harvard’s annual endowment letter, Blyth…
CIO of Harvard's $37.6 Billion Endowment Concerned About Market Froth
Stephen Blyth, the new CEO of the nonprofit Harvard Management Co. that manages Harvard’s endowment, recently voiced concerns over private equity valuations and future returns. In Harvard’s annual endowment letter, Blyth…
A Historical View of Bear Markets
Steven Goldberg, columnist for Kiplinger’s, offers some historical perspective on bear markets and suggests, “I think we’re due for a garden-variety bear market – if indeed we fall into a…
Goldman Sachs Cohen Still Betting on Blue Chips After Fed Decision
Abby Joseph Cohen, president of Goldman Sachs Group’s Global Markets Institute, says investors should not read the Fed decision to leave rates unchanged as a sign to pursue stocks paying…
Generating Alpha by Focusing on Active Fund Managers
Gary Miller, a manager with Frontier Asset Management, uses a complex statistical formula in an effort to identify the mix of “active managers” who outperform over time. “We come to…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Top Fund Manager Looks for “Perfect Balance Sheet” to Find Opportunities
Sandy Rufenacht, manager of the Aquila Three Peaks Opportunity Growth Fund, has outperformed many of his money management peers by focusing in on companies that are paying down debt. Rufenacht’s…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…