…0.93% across all share classes. That difference can add up to tens of thousands of dollars over a lifetime of investing. Second, ETFs are more tax efficient since they trade…
Search Results for: investing greats
A Look at the Different Approaches to Factor Timing
By Jack Forehand, CFA, CFP® (@practicalquant) — Factor timing has always been one of the most alluring areas of investing for me. It is very clear that all factors have periods where they…
Investors Should Look Harder At Expectations
An opinion piece in the Financial Times argues that investors should incorporate expectations into their investing decisions more rigorously. Studies have shown that price and value can converge quickly even…
Soccer Is The Next Big Thing In Investing
…sports franchises. The article goes into a few ways that firms are investing in soccer: Buying a smaller club, as Orkila Capital did with Club Brugge, gaining a 23% stake…
Balancing Return and Risk in Factor Investing with Harin de Silva
…those traditionally used by factor investors. We speak to Harin de Silva, Portfolio Manager of the Analytic Investors team at Wells Fargo. We discuss his unique approach to multi-factor investing…
World’s Richest Family Reveals Stock Picks
…a more sophisticated investing plan. The SEC requires investors handling more than $100 million in U.S. equities to disclose their holdings, and family office disclosures have become a hot-button issue…
Quants Are Taking Over The Bond Market
…Investors now believe that slicing bonds by factors like value and price momentum produces outperformance over traditional investing styles, and Wall Street is following along as never before, the article…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
…our investing careers. Making sense of all of it has been challenging for even the most seasoned professional investors. For your average investor, it is even more difficult. We have…
Wood & Arnott Face Off
…vastly different approaches to investing and contradicting forecasts for US stocks, which was apparent in their conversation that was moderated by Morningstar CIO Daniel Needham. One major source of their…
This 53-Year-Old Growth Fund Takes The Long View
…DynaTech owns shares of BioNTech and Moderna, investing in multiple companies because a leader has yet to be established in the field. DynaTech expects simpler genetic testing and diagnostics to…