A recent article in Fortune presents a cautionary tale about performance chasing by citing the example of the SPDR Gold Shares ETF’s (GLD) performance over the last decade. “From a…
As Indexing Rises, Fund Managers Try Financial Planning
As investors continue to channel their dollars into index investing, income-hungry fund managers are offering financial planning services to both advisers and individual investors to generate new revenue. This according…
Investing Strategy as Market Shifts from Growth to Value
The value strategy has underperformed growth over the past decade, but over the past 12 months “it appears the pendulum has swung to favor value stocks and recent data suggests…
GMO Excerpts: The Comeback Trail of Value Investing
A recent article in FT Alphaville offers insights from GMO’s Head of Asset Allocation Ben Inker regarding the potential for a value reversal, as outlined in the firm’s third quarter…
Mutual Fund Unicorn Investment Backfires
The attempt by mutual funds to beat benchmarks by investing heavily in unicorns—private companies worth more than $1 billion—has been disappointing as “newly public companies are being forced to mark…
Private Equity is Everywhere
A recent article in Bloomberg offers an in-depth look at the private equity industry, how it has evolved, and the ways it is “changing finance and the economy itself.” Here…
Bonds are "Absolutely Not Attractive" Says One Top Shop
In an interview with CNBC earlier this month, Ariel Investment’s Charles Bobrinskoy argued, “Almost every long-term bond around the world is trading at inflated prices, prices that make absolutely no…
Funds Aiming to Harvest Profit from Agriculture
As the demand for food continues to grow along with the world’s population, businesses that can help farmers become potentially more valuable. This according to a recent article in The…
Value Investing Redefined By Way of Shift to Intangible Assets
Over the last 40 years, there has been a shift in the composition of assets in U.S. companies towards intangible assets, with latest estimates indicating that the level has reached…
Neil Woodford's Flagship Fund to Liquidate
In a fall from grace considered one of the most dramatic in London’s recent financial history, former star manager Neil Woodford is being ousted from his position and his flagship…