It seems that being a billionaire doesn’t necessarily overshadow one’s humility. Ray Dalio runs Bridgewater Associates, the world’s biggest hedge fund, which he started in a two-bedroom apartment 40 years…
Sell In May Works -- But Be Careful
In his latest column for Canada’s Globe and Mail, Validea CEO John P. Reese says that while the “Sell in May” phenomenon seems to be a real force in the…
What are Investor Returns, Really?
There is some confusion around why the total investor return data published by Morningstar differs from the returns that investors are actually earning. Russ Kinnel, director of manager research for…
Top Value Investor Chris Davis on the Value in Financials
Chris Davis, chairman of the value investing shop, Davis Advisors, and portfolio manager of multiple Davis funds including the Davis Financial Fund, talks about a wide range of investing topics…
Buffett’s Protégés and the Road to Apple
Warren Buffett, the “Oracle of Omaha”, doesn’t seem to be slowing down at the ripe age of nearly 86. Still, the buzz around when he’ll pass the baton continues, with…
Doll on the Markets Positives and Negatives on Today’s Market
In a recent Barron’s article, Nuveen Asset Management’s Chief Equity Strategist Bob Doll says that, despite disappointing first quarter results and apparent earnings struggles, consumer spending will be a healthy…
Soros Beefs Up Hedge against the S&P 500
Soros Fund Management has doubled its put option (the right to sell shares at a specified price) on the SPDR S&P 500 exchange-traded fun (which tracks the benchmark U.S. index),…
Fidelity Manager Shares Top Lessons Learned from his Berkshire Pilgrimage
Jamie Harmon, Portfolio Manager of Fidelity Advisor Small Cap, shared some takeaways from his 18 years of attendance at the Berkshire Hathaway annual meeting. In an interview with Andrew Daniels…
Tepper, Dalio, Gundlach on Opportunities and Risks in Today’s Market
Investment heavy weights, including David Tepper of Appaloosa Management and Ray Dalio of Bridgewater Associates recently shared their market insights with Forbes. Tepper’s view on the US market is that…
Concentrated Investing: “Go Big or Go Home”
Concentrated funds, such as Putnam Capital Spectrum Fund and Putnam Equity Spectrum Fund, seem to take the active manager’s maxim “go big or go home” further than most, according to…