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…
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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…
The Payoff and Perils of Momentum-based Stocks
Many investors follow momentum-based methods or approaches when investing in equities, but does momentum investing actually work and what are the results? This is the basis for a recent AAII…
Four Conditions Reminiscent of 1999
Rob Arnott, founder and chairman of Research Affiliates, says that the recent market environment is reminiscent of 1999, just before the tech bubble burst. Writing in Barron’s, Arnott argues that…
Popularity and Price Increase for "Low Vol" Funds
“Low volatility” funds have surged in popularity recently as investors have poured nearly $10 billion into them so far in 2016, which has significantly increased their price. At the end…
“Keep Extra Dry Powder,” Says Osterweis Capital Management Founder
John Osterweis, founder, chairman and chief investment officer of Osterweis Capital Management advises investors to hold onto more cash than usual due to the recent ambivalence and mood swings in…
Buffett Preaches the Virtues of Passive Investing for Most Investors
Warren Buffett delivered a “sermon” (his word) at the annual Berkshire Hathaway investors meeting. His message? “All the commercial push is behind telling you that you ought to think about…
McKinsey Report: Dial Back Expectations on Future Returns
McKinsey Global Institute’s recent report warns investors to dial back their investment return expectations. The report cites the finance and investment trends that supported the “golden era” between 1985 to…
The Long, Long Term Rip Van Winkle Approach
Imagine an investor who makes an investment and falls asleep for 20 years. One might think the results of that investment might be very poor, but in Harold J Bowen’s…
Manager with Growth (and a Hint of Value) Drives Long Term Returns
Stocks of some large cap growth names may look expensive at current levels, but Aziz Hamzaogullari, manager of the top performing Loomis Sayles Growth Fund still sees plenty of…