A recent CFA Institute article tested a theory (shared by a large investment management firm) that a portfolio invested 51% in the S&P 500 could yield the same returns as…
Day: May 22, 2020
Top Value Managers Share Stock Ideas
A recent article in Barron’s shares insights from top value managers who during a virtual meeting earlier this month said they have been “snapping up a wide-range of stocks during…
Why Stocks Owned by Passive Funds Did Worse in Selloff
A study conducted by the investment firm Leuthold Group found that stock sectors with the heaviest level of passive ownership fell more than the broad market during this year’s selloff.…
Wall Street Legends Sounding Alarm on Stocks
“The biggest names in finance are coming around to a view that seemed unlikely a few weeks ago: Stocks are vastly overvalued.” This according to a recent Bloomberg article. The…