Given the major trauma the events of 2008 and early 2009 had on investors, it might seem hard to blame someone for latching onto the advice of the relatively few…
Category: Fund Performance
Bogle on Valuations, the Economy, and Where to Invest Now
In a recent interview with MarketWatch, John Bogle says he thinks the market “probably has it about right” in terms of current valuations, but adds that investors should expect slower…
Lynch Pupil Makes Major Bank Move
FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves…
The Contrarians' Revenge?
MarketWatch recently had an interesting piece on contrarian investment strategies, highlighting the fact that many of the contrarian managers who were hit hard last year are now netting some strong…
Forester Sounding Bullish
Tom Forester — whose Forester Value Fund was the lone stock fund to make money in 2008 — tells MarketWatch that he’s now only holding a small portion of his…
Portfolio Size: How Big Is Big Enough?
How many stocks should you own? Rob Wherry of SmartMoney.com takes an interesting look at that question today on The Wall Street Journal’s web site. Wherry examines “focused funds” (those…
Study: Index Funds Top Mutual & Hedge Funds
Index funds may sound boring, but in his latest New York Times column, Mark Hulbert offers some data that indicates index funds may, in the end, actually yield higher net…
Yale Endowment Guru Not Changing Approach after Tough Year
David Swensen, who produced exceptional returns as Yale University’s endowment’s chief investment officer for two decades before hitting a rough patch in 2008, talked to the Wall Street Journal this…
More Fund Managers Snatching Up Bargains
Money has been flowing out of mutual funds at an incredible rate in the past year, but three well-known fund managers see opportunity in the flight from stocks, BusinessWeek’s Tara…
The Stars -- and Fallen Stars -- of 2008
Kiplinger’s Fred Frailey looks this week at how some of the world’s top money managers got hammered by the recent market crash, as well as at how other noted managers…