Jim Paulsen, chief investment strategist at Wells Capital Management, told CNBC last week that the current situation “lends itself to a market that’s vulnerable to kind of bouncing around a…
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Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
Barron’s profiles Primecap Management, which it describes as “one of the best fund shops you’ve never heard of.” All of its six mutual funds are beating at least 86% of…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
Financial Times reports on the challenges facing active managers, as well as the underperformance. The article notes that “in the first quarter of 2016 most failed to beat whatever market…
Avoiding the Negative Return Gap
Writing in the Wall Street Journal, former Morningstar analyst John Coumarianos highlights “investors’ self-defeating behavior” and suggests ways to correct it. He notes that Morningstar data shows a “negative ‘return…
The Uniqueness of the Current Bull Market According to S&P’s Stovall
Sam Stovall, Managing Director of US Equity Strategy for S&P Global Market Intelligence, writes that “this is one of the few times in which history might not even be a…
Small Caps Offer Opportunities, Especially When Rates are Rising
Chris Tessin of Acuitas Investments recently authored a piece for the InvestmentNews that outlined the historical pattern of micro-cap and small cap outperformance during periods of rising interest rates. Tessin…
Gabelli (Like Ben Graham) Stresses Investing not Speculating
Speaking recently with CNBC, Mario Gabelli, chairman and CEO of Gabelli Asset Management, offered thoughts on a number of investing topics. Gabelli considers himself an investor, not a speculator. Gabelli…
Consuelo Mack On the Best Advice from Investors like Buffett, Templeton and Bernstein
On the WSJ Watching Your Wealth podcast, Consuelo Mack, anchor and executive producer of WealthTrack, shares some of the best investment advice from her many years of investing and journalism…
Underperformance Among Active Managers in First-Quarter Volatility
A recent Bloomberg article highlights the first-quarter’s unusual volatility, and the underperformance of many active managers – a group one might expect to have gained in such conditions. The article…
Good Strategies Look Beyond Earnings
Whether it’s talk about earnings growth or earnings estimates or price/earnings ratios, stock market news is usually filled with discussions of corporate earnings. But in his latest for Seeking Alpha,…