Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Realities of Mean Reversion [2] A Fund that Profits from Investor Mistakes [3] Combining Active…
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Market Experts Offer Predictions for 2018
A recent article in Money shares the views of a panel of market experts (including Rob Arnott, Jim Paulsen and Liz Ann Sonders, among others) regarding the state of the…
Top Performing Stock Fund Ignores Research
Kurt Kara, head of value equities at Copenhagen-based Maj Invest, considers reading brokerage research and meeting company CEOs a waste of time, according to a recent Bloomberg article, and the…
Four Top Fund Managers Advise Caution in 2018
A recent Bloomberg article shares market insights from six of the world’s top fund managers, four of which are “asking their clients to be cautious in 2018.” The four with…
Combining Active and Passive Investing Can "Smooth the Ride"
A “partnership” of both active and passive investing can help smooth out some rough patches in portfolio performance, according to a recent Vanguard article. “The addition of a reliable investment…
The Danger of Index Funds Heavily Weighted in Tech
Index investors now own more tech stocks than they may realize, according to a recent article in The Wall Street Journal. The weighting of technology stocks in the S&P 500…
A Fund that Profits from Investor Mistakes
A recent Barron’s article offers a profile of Raife Giovinazzo, a former student of Nobel Laureates Daniel Kahneman and Richard Thaler, who has managed the $370 million Fuller & Thaler…
The Realities of Mean Reversion
By Jack Forehand, CFA (@practicalquant) “Importantly, reversion to the mean in the investment business extends well beyond the results for mutual funds. It applies to classifications within the market (small…
Intangible Assets Are Affecting Investment Returns
A recent article in the Financial Analysts Journal suggests that, even if investors were perfectly informed, could accurately forecast corporate earnings and invest at optimal times, their excess returns would…
Tax Bill Delivers Hit to Debt-Heavy Firms
The new tax legislation will limit a company’s ability to write off interest paid on debt, and that could hurt more leveraged firms–this according to a recent article in The…