Hedge Fund Coatue Invests in Data Science
Hedge funds continue their push into “big data” analysis to land trading opportunities, and Coatue Management LLC is no exception, according to a recent article in The Wall Street Journal.…
Value Investors Must Accept Stretches of Underperformance
Even though value investors have seen lackluster performance over the past ten years, panelists at a last month’s Morningstar Investment Conference argue this isn’t an indication that this approach is…
“Superstocks” Like Amazon are Hard to Find
Scoring a winning stock such as Amazon is exceedingly hard to do, writes Jason Zweig in a recent Wall Street Journal article. While it might not be useless to try,…
Quant Strategies Are Not Magic
The flow of funds into the quant investment strategies continues but, like most new ideas, this one doesn’t come without caveats, writes Validea CEO John Reese in a recent Forbes…
Bloomberg: It Could Be Time to Run with the Bulls
The election of Emmanuel Macron as French president should be the “signal for equity investors to take advantage of a less febrile political environment and buy European stocks,” according to…
Harvard's Biggest Holding is ETF
This past January, Harvard Management’s chief executive officer N.P. “Narv” Narvekar announced plans to overhaul its $35.7 billion endowment to boost performance, according to a recent Bloomberg article. And, according…
Learning from Buffett and IBM
Warren Buffett’s announcement prior to this year’s Berkshire Hathaway annual meeting to sell a third of the firm’s IBM shares spurred a host of headlines, writes Validea CEO John Reese…
Jason Zweig Says Active Managers Also Underperform in Down Markets
Although the data continues to show that stock pickers have underperformed the market, writes Jason Zweig in a recent Wall Street Journal article, “active managers insist that they will make…