…ETFs offer the advantage of low management fees compared with actively run funds, but Huber says its important for investors to consider the sector weightings of such funds. He notes,…
Search Results for: low-volatility funds
Who Needs a Hedge Fund? Not Jeffrey Vinik
…recent Bloomberg article by columnist Nir Kaissar. The problem, Kaissar explains, is that “no one needs equity hedge funds anymore,” adding, “investors can turn to low-cost funds for nearly every…
KKR on Volatility in Private Markets
…that between 2000 and 2018, the volatility of global buyout funds was closer to 16 percent than the recorded annualized volatility of 9.3 percent. But the paper states, “There are…
Factor Portfolio Returns and Implementation Costs
…its premium.” After examining several mutual funds to gauge their success at capturing the returns of small-cap and value premiums, Swedroe concludes: “Well-designed, factor-based funds are able to capture the…
The Case For Dividend Investing Via The Dividend Aristocrats
…Aristocrats have also significantly outperformed the broader S&P 500 Index over the past 10 years, with lower volatility as well. Why Invest In Dividend Stocks? Dividend stocks are valuable for…
Loomis Sayles on Investors' Biggest Challenge
…not to take into account that the flow of trade could be halted or slowed.” Regarding monetary policy, Fuss noted the evolution from a primarily domestic-oriented to a global perspective,…
Stock-Fund Performance Predictor is Powerful
…and quality of their portfolios—which can be determined from the fund’s most recent SEC filing. “The authors tested each stock in a fund’s portfolio to see what other funds held…
Home Investing Bias Overrated
…foreign stocks to a “U.S.-centric portfolio shouldn’t significantly increase portfolio volatility, despite their higher stand-alone volatility.” Regarding what is the right amount of allocation for foreign stocks, the article says…
Active Management's 'Genetic Defect'
…Institutional Investor that cites new CFA Institute research showing a resulting “shredding of the industry as investors have moved to passive index funds.” Turing Technology Associates founder Alexey Panchekha, who…
Citadel's Ken Griffin Could Sell Some Business
…was surprised by recent news of Griffin being in “talks with asset management colossus Blackstone Group about one of its funds buying a minority stake in his businesses,” adding that…