Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies…
Author: Validea
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…
Current Rally Features A Few Star Stocks
While indexes have rallied this year, some investors believe the rebound is thanks to only a small handful of star stocks, which could prove troublesome in the near future, contends…
Einhorn: There Are 2 Types Of Buybacks
In an interview with CNBC, founder and president of Greenlight Capital David Einhorn specified the two types of buybacks and detailed which one was good, and which one was bad.…
Making A Case For Including Tech Stocks In A Value Fund
Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity…
While Tech Stocks Are Hot, Cash Is Cool
Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is…
How To Sneak Into A Closed Fund
It can be frustrating to find a top-performing fund, only to learn it’s closed to new investors. According to Morningstar data that is cited in an article in Barron’s, there…
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Jupiter Fund Manager Bets Markets Are Wrong On Fed
Top manager Mark Nash, who heads up the Jupiter Strategic Absolute Return Bond Fund, is betting against the market expectations that the Fed will cut interest rates in 2023 and…
Nvidia Surges, Rewarding Top Managers
Nvidia had an extraordinary surge last week, gaining 24% and rewarding a handful of active managers of well-known Large Growth funds who invested in the stock despite its high price,…