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Day: February 26, 2018

5 years ago
Tracking Errors and What They Mean to Investors

In a recent Morningstar interview, the firm’s director of manager research, Russ Kinnel, defines tracking errors and discusses how they relate to mutual funds. Kinnel differentiates tracking error from standard…

5 years ago
Harvard Alumni Advise Endowment to Buy Index Funds

According to some Harvard University alumni– who have criticized the school’s endowment fund for underperforming the S&P 500 over the last decade—the school should use the savings it gets by…

5 years ago
Hidden Secrets in Warren's Buffett's Annual Letter to Shareholders

By Justin J. Carbonneau (@jjcarbonneau) —  Ok, just to be clear there are no real hidden secrets in Warren Buffett’s Annual Berkshire Hathaway shareholder letter (download the full letter here).…

5 years ago
U.S. Market Gurus Say Calm is Illusion

Several stock market gurus are “looking at the risks that still lie ahead in the current relative calm,” according to a recent article in Reuters. The article cites comments from…

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Recent Original Research
May 10, 2023
What Would Your Investing Obituary Say?
By Justin Carbonneau (@jjcarbonneau) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should...
April 12, 2023
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I recommend you check it out before you...
April 5, 2023
The Long and Short of Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. And that makes a lot of sense. If we want to adopt an investment strategy that...
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
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