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…
Search Results for: investing greats
Investing in Small Caps – Beware of Style Drift & Avoid Junk
If you are investing in small cap stocks, it is important not to make these two big mistakes writes Mark Hulbert for Barrron’s, because after few years of lackluster relative…
The Payoff and Perils of Momentum-based Stocks
Many investors follow momentum-based methods or approaches when investing in equities, but does momentum investing actually work and what are the results? This is the basis for a recent AAII…
Buffett Preaches the Virtues of Passive Investing for Most Investors
…added only 21.9%. In contrast to Buffett’s “sermon” on the benefits of passive investing, however, Berkshire’s Charlie Munger noted that investing in Berkshire “worked even better” than an index fund….
The Long, Long Term Rip Van Winkle Approach
…recent guest contribution to Barron’s, he paints a different picture and offers some thoughts on what he calls the “Rip Van Winkle” investing strategy. Bowen begins his argument by stating…
Manager with Growth (and a Hint of Value) Drives Long Term Returns
…opportunity. Hamzaogullari’s growth approach has a hint of value investing in it as well. Specifically, he “looks for companies that can generate sustainable and growing profits. But he will only…
Asness vs. Arnott on Smart Beta, Factor Timing, and Performance Chasing
Cliff Asness, co-founder of AQR Capital Management, added fuel to the debate over “smart beta” investing with a recent paper attacking arguments made by Rob Arnott of Research Affiliates. Arnott,…
Bogle: No Stock Pickers in What Looks Like an Expensive Market
…picker’s market is meaningless” but catches on and gets investors’ attention. Bogle, who is best known for popularizing passive, low-fee index investing, goes on to say that the stock market…
All Things Buffett
…Portfolio Tracker. Ben Graham’s book, The Intelligent Investor, influenced Buffett tremendously and helped shape Buffett’s value investing methodology. The articles about what Buffett is, or should be, buying are plentiful….
Time For An Oil Rebound?
…the investment greats upon whom I base my Guru Strategies preferred trailing earnings and sales to projected figures, because analysts so often miss the mark in their projections. The problem…