Abby Joseph Cohen, president of Goldman Sachs Group’s Global Markets Institute, says investors should not read the Fed decision to leave rates unchanged as a sign to pursue stocks paying…
Generating Alpha by Focusing on Active Fund Managers
Gary Miller, a manager with Frontier Asset Management, uses a complex statistical formula in an effort to identify the mix of “active managers” who outperform over time. “We come to…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Top Fund Manager Looks for “Perfect Balance Sheet” to Find Opportunities
Sandy Rufenacht, manager of the Aquila Three Peaks Opportunity Growth Fund, has outperformed many of his money management peers by focusing in on companies that are paying down debt. Rufenacht’s…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Quality Matters for Small Cap Investing
Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…
Paulsen Urges Shifting More Towards International Stocks
US investors should start considering a heavier weighting to international stocks, according to James Paulsen of Wells Capital Management. Paulson, who is chief investment strategist at Wells, says that a…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…