There is some confusion around why the total investor return data published by Morningstar differs from the returns that investors are actually earning. Russ Kinnel, director of manager research for…
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Top Value Investor Chris Davis on the Value in Financials
Chris Davis, chairman of the value investing shop, Davis Advisors, and portfolio manager of multiple Davis funds including the Davis Financial Fund, talks about a wide range of investing topics…
Buffett’s Protégés and the Road to Apple
Warren Buffett, the “Oracle of Omaha”, doesn’t seem to be slowing down at the ripe age of nearly 86. Still, the buzz around when he’ll pass the baton continues, with…
Doll on the Markets Positives and Negatives on Today’s Market
In a recent Barron’s article, Nuveen Asset Management’s Chief Equity Strategist Bob Doll says that, despite disappointing first quarter results and apparent earnings struggles, consumer spending will be a healthy…
Soros Beefs Up Hedge against the S&P 500
Soros Fund Management has doubled its put option (the right to sell shares at a specified price) on the SPDR S&P 500 exchange-traded fun (which tracks the benchmark U.S. index),…
Fidelity Manager Shares Top Lessons Learned from his Berkshire Pilgrimage
Jamie Harmon, Portfolio Manager of Fidelity Advisor Small Cap, shared some takeaways from his 18 years of attendance at the Berkshire Hathaway annual meeting. In an interview with Andrew Daniels…
Tepper, Dalio, Gundlach on Opportunities and Risks in Today’s Market
Investment heavy weights, including David Tepper of Appaloosa Management and Ray Dalio of Bridgewater Associates recently shared their market insights with Forbes. Tepper’s view on the US market is that…
Concentrated Investing: “Go Big or Go Home”
Concentrated funds, such as Putnam Capital Spectrum Fund and Putnam Equity Spectrum Fund, seem to take the active manager’s maxim “go big or go home” further than most, according to…
Follow Buffett’s Lead and Focus on Value + Quality
Investors might be surprised to know that Warren Buffett, perhaps the greatest investor of all time, is a big fan of indexing. For instance, “He has already declared that 90…
Investing in Small Caps – Beware of Style Drift & Avoid Junk
If you are investing in small cap stocks, it is important not to make these two big mistakes writes Mark Hulbert for Barrron’s, because after few years of lackluster relative…