“There is no magic answer,” says AQR’s Cliff Asness when asked when the value strategy will make a comeback, according to a recent article in Financial Review. “A huge part…
The Best-Performing Hedge Fund in the World is up 278% This Year
Singapore-based Vanda Global Fund Ltd., up 278% through July, has delivered an average annualized return of 40% since inception and is the best-performing hedge fund in the world according to…
Value Stocks or Value Traps?
A recent Morningstar article discusses the risks associated with value stocks, which are now cheaper than ever. The article cites a recent report by BlackRock that issued a “stark” warning:…
Mark Mobius says Buy Gold "At Any Level"
According to veteran investor Mark Mobius, “Gold’s long-term prospect is up, up and up, and the reason why I say that is money supply is up, up and up,” reports…
Insiders are Selling as Doubts Grow
Data from TrimTabs Investment Research shows that corporate insiders have sold an average of $600 million of stock per day in August “as doubts grow about the sustainability of the…
Buffett's Philosophy Still Speaks Volumes
Warren Buffett is sticking with his value investing philosophy despite the rally cry among some that, this time, the strategy is “dead.” This according to an article in Bloomberg. While…
CalPERS Moves $150 billion Under New Strategic Asset Allocation
As part of the implementation of a new strategic asset allocation adopted in December 2017, the California Public Employees’ Retirement System shifter $150 billion. This according to an article in…
A New Method for Rebalancing Helps Systematic Models Get Better
By Justin Carbonneau (@jjcarbonneau)—-Talk about the Markets and/or Invest with Justin —-A centerpiece for most systematic investing models is a “refreshing” of the portfolio positions, which is also often referred…
Why is Warren Buffett Buying Bank Stocks?
Berkshire Hathaway has been fueling its bank holdings over the past year and is now among the five largest shareholders in several including Bank of America, JPMorgan Chase and Goldman…
Morningstar: Minding the Gap in 2019
A recent article in Morningstar reports the findings of the firm’s annual Mind the Gap study in which it evaluates the cost to investors associated with the timing of investments.…