A new study from Rice University found that hedge funds that conduct frequent research post better average returns compared to those who do not, according to a recent article in…
Author: Validea
Analysts Bullish on Pricey Stocks
At a time when stock market volatility has “returned with a vengeance,” analyst optimism seems to be on the uptick. This according to a recent article in CNN Money. The article…
The Eddie Lampert Odyssey
A profile of hedge-fund legend Eddie Lampert in the April issue of Vanity Fair takes an in-depth look at the CEO of Sears Holdings, the evolution of his career and the…
AQR's Jeremy Getson is Best-Connected Man in Hedge Funds
A recent article in Institutional Investor profiles Jeremy Getson, AQR Capital Management’s head of North American sales, who “leads a rarefied class of the ultraconnected in a disparate industry, according…
BlackRock's New Suite of Funds to be Led by Robots
Blackrock Inc., the world’s largest asset manager, is “turning to robots to drive its latest push into active exchange-traded funds,” according to a recent article in Bloomberg. The article reports…
Growth Vs. Value Index Debate Has Ended
The evolutionary shift from active to passive investing has ended the feud between growth and value investors, according to a recent Bloomberg article which argues that “growth and value are…
How Much Longer for This Bull Market?
A recent article in The Wall Street Journal recalls the adage that bull markets don’t die of old age. “Nine years into an extraordinary run for U.S. stocks, it’s easy…
Morningstar Studies Why Active Managers Perform Better in Some Periods
A recent MorningstarA article reports the results of a study conducted on a theory known as Dunn’s Law, which suggests that active managers sometimes outperform indexes due to stylistic differences…
Barry Ritholtz on the Bull Market's Birthday
In a recent Bloomberg column, Barry Ritholtz shares insights on what he characterizes as the distinct differences between bear market recoveries and bull markets, arguing that while March 9, 2009…
Ed Thorp Interview Highlights
A recent, two-part article in Barron’s summarizes an interview with mathematician Ed Thorp, who gained celebrity after figuring out how to use his skills to “beat the casino at roulette,”…