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Day: December 14, 2018

7 years ago
Small and Passive is Better in Money Management

A recent S&P report offers deep-dive analysis into mutual fund performance over the past year versus various benchmarks, according to a Bloomberg article by columnist Barry Ritholtz. “Growth stocks are trouncing…

7 years ago
Which Generates More Alpha, Mutual Funds or ETFs?

How does the alpha generated by ETFs compared to that of actively managed mutual funds? The question is addressed in a recent WealthManagement article. The article cites Morningstar data that shows…

7 years ago
Low-Volatility Stocks May Have a Dark Side

Although low-volatility stocks were very appealing in the wake of the financial crisis (assets under management have risen to approximately $46 billion since then), some argue that these stocks are…

7 years ago
Berkshire Hathaway Breaks Tradition with Fintech Investments

Todd Combs, one of Berkshire’s two top money managers, led the conglomerate’s recent $600 million investment in two fintech companies focused on emerging markets—Paytm and StoneCo. This according to an…

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In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
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Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
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