On Saturday, February 25th, Berkshire Hathaway released its much-anticipated 2016 letter to shareholders in which Warren Buffett presents his company’s results for the year and shares his inimitable insights and…
Active Funds Perked Up in January
January was a good month for actively managed funds, says a recent Bloomberg article that states, “the majority of actively managed value funds in the U.S. and Europe outperformed their…
Rob Arnott Says Clock is Ticking on Smart Beta ETFs
A smart-beta pioneer, Rob Arnott of Research Affiliates warns that these investment vehicles are in a bubble, says an article in last week’s Bloomberg. Smart-beta ETFs organize securities based on…
Tiger Cubs are Licking Their Wounds
A generation of hedge-fund firms started by protégés Tiger Global Management’s Julian Robertson, known as “Tiger Cubs”, are “among of wave of stock hedge funds that fared poorly in 2016,”…
Former Franklin Templeton CEO Says Stick to your Discipline
Over a more than 46-year investment career, former Franklin Templeton portfolio manager Don Reed has learned patience, says a recent Morningstar article. In an interview on January 31st (the formal…
Sentiment Measures Are Not Reliable Investment Cues
The topic of market sentiment and how it manifests in stock price shifts and investor behavior is addressed in this week’s Enterprising Investor. In today’s post-election market, the article points…
Value-Based Picks for the Trump Rally
As the Trump rally continues and stock prices remain elevated, shopping for value stocks may not sound feasible, writes Validea CEO John Reese in this week’s Forbes. He points out,…
Howard Marks: It's Tough to Be Good at Macro Investing
Global macro hedge funds choose positions in various equity, fixed income, currency, commodities and futures markets based primarily on the economic and political views of various countries or their macroeconomic…
Gus Sauter Warns Investors to Plan for a Long Life
One of the most crucial things to consider if you’re approaching or in retirement is “estimating how long you’ll live,” writes former Vanguard chief investment officer George U. “Gus” Sauter…
SoftBank to Buy Alternative-Asset Manager Fortress
Japanese technology giant SoftBank Group has agreed to buy asset manager Fortress Investment Group LLC for $3.3 billion in a continued effort to become one of the world’s largest investment…