In an article on ETF.com, BAM Alliance research director Larry Swedroe discussed issues related to factor investing, the potential problems with research around it, and the criteria he believes must…
Be Cautious of Mutual Funds Run by Hedge-Fund Managers
A recent study has found that “mutual fund managers who also run hedge funds significantly underperform their mutual fund peers,” according to an article in Barron’s. The article cites comments…
How Did Berkshire Hathaway Look in 1975?
A recent Morningstar article offers an overview of Berkshire Hathaway stock performance since 1975 and whether it would have been attractive to an investor in the early days based on…
New Tactic by Hedge Funds to Find Talent
An article in Institutional Investor highlights an online competition—called the Stocks Debate Challenge–that is being used by hedge funds to find new talent “outside the well-trodden channels of elite schools…
The Benefits of the Other Side
By Jack Forehand (@practicalquant) — Polarization has become the new thing. Everyone seems to have such strong opinions one way or the other on every issue that they just can’t see…
Consuelo Mack Interviews Motley Fool Co-Founders the Gardner Brothers
In July, Consuelo Mack of Wealthtrack interviewed David and Tom Gardner, co-founders of The Motley Fool, to mark their firm’s 25th anniversary. Here are some highlights: The Gardner brothers contend,…
Simple Rebalancing Rules Are Best
An article in The Economist discusses the importance of asset allocation for every investor, citing the benefits of keeping it simple: “There is a better chance of sticking to a…
Emerging Markets Reflect Investor Fear
Emerging market stocks are “taking the brunt of investors’ fears,” writes Nir Kaissar in a Bloomberg article last month, noting a drop in the MSCI Emerging Markets Index on a year-to-date…
Earnings Are Booming But Stocks Are Not
A recent article in The New York Times says, “Investors are not rewarding American corporations for the best profits they’ve reported in years,” noting that 87 percent of companies reported…
Co-Manager of Bond Fund with 8% Returns Shares Market Insights
Although emerging bond funds have hit a rough patch, many EM economies are in a growth spurt, “supported by healthy demand for commodities and other exports in end market such…