Quants Trounced by Human-Run Hedge Funds in Covid Year
After a long stretch of being outperformed by computer-driven quant strategies, human stock-pickers won out in 2020 bolstered by “aggressive bets in technology and the flood of central bank money…
Research Finds That Most Managers Are Bad at Selling
A study conducted by data analytics firm Inalytics has found that selling stocks in response to company earnings announcements is nearly two-an-a-half times more likely to add value compared to…
The Recent Rally for Value Might Not Last
Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…
Goldman: Gold Won’t Be Harmed by Bitcoin Popularity
Although Bitcoin may be “pinching some demand” from gold, Goldman Sachs says the “precious metal’s standing will endure.” This according to a recent Bloomberg article. “Gold’s recent underperformance versus real…
Breaking Down the Investment Strategy of Legendary Fund Manager Peter Lynch (Ep. 64)
Peter Lynch is one of the most successful mutual fund managers of all time. Lynch guided Fidelity Investment’s Magellan Fund to a 29.2 percent average annual return from 1977 until…
Guru Investor Blog Weekly Highlights: 01/08/2021
Here are the articles we found the most interesting on the blog for the week of 01/08/2021.
Charlie Munger Talks Disruption and Tech
A recent Morningstar article shares highlights and insights from an interview with Berkshire Hathaway’s Charlie Munger in which the investing legend drew parallels between investing and evolutionary biology. Here are…
The Best Time to Invest in Value
A recent study found that the value premium emerges only after the overall market becomes either highly overvalued or deeply undervalued. This according to a recent article in Institutional Investor.…