Dan Kern, president of Advisor Partners, looked at the performance of actively managed funds in various asset classes and found that there are problems with the benchmark indices upon which…
Category: Gurus
Wally Weitz Describes His Value Approach to Current Market Volatility
Wally Weitz, founder and CIO of Weitz Investments, describes his firm’s value approach to investing in a recent co-authored commentary with the firm’s director of research, Brad Hinton. After describing…
3 Questions Investors Can Ask To Help Prepare For and Deal With Market Volatility
Market volatility, such as we have seen recently, often causes investors stress. The best way to deal with it may depend on the individual investor. Asking yourself the following three…
Tips for the Strategic Investor: 5 Ways to Address Irrational Decision-Making
Charles Rotblut, a vice president at the American Association of Individual Investors, offers investment strategy tips to address the irrationality and emotionality that drive many investment decisions. Rotblut points to…
Market Dynamics Suggest that Value Will Beat Growth and S&P Will Rise Significantly, According to Analyst Tom Lee
Tom Lee, head of research and managing director of Fundstat Global Advisors, predicts that “we’re in a six-to-12 month period where value will beat growth.” He points to a weakening…
Market Dynamics Suggest that Value Will Beat Growth and S&P Will Rise Significantly, According to Analyst Tom Lee
Tom Lee, head of research and managing director of Fundstat Global Advisors, predicts that “we’re in a six-to-12 month period where value will beat growth.” He points to a weakening…
Investing During Market Volatility: El-Erian's Six Rules
Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Investing During Market Volatility: El-Erian's Six Rules
Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Long-time Financial Sector Investor Chris Davis on Identifying the Best Opportunities
Chris Davis of The Davis Advisors, who currently manages the $14.3 billion Davis New York Venture founded by his father, thinks opportunities to invest in the financial sector are as…
Jack Bogle’s Personal Portfolio is “Simple,” Consists Entirely of U.S. Stocks and Bonds
Jack Bogle, founder of Vanguard Group, has maintained a very simple personal investment strategy for many years: 60% U.S. stocks, 40% U.S. bonds. Now age 84, he has recently shifted…