…exposure to value since it is cheap on a relative basis. Some investors do the same thing with other factors like momentum and low volatility. What are your thoughts on…
Search Results for: low-volatility funds
Active Managers are Flopping Where They Shouldn't Be
…performance to fundamental strategy mistakes in the emerging market space, noting that “investments in emerging market debt remain dominated by broad, generalist funds” despite the vast differences among emerging market…
Ivy League Endowments Are Making the Same Mistakes
…were counting on higher—and imaginary—returns of hedge funds to make up for the low returns on offer elsewhere. Financial consultants played no small part in that last round of magical…
The 'Sweet Spot' Stocks Most Investors Miss
…the article reports, midcaps (stocks valued at an average of $4 billion) are outperforming their small cap peers, but tend to “fall through the cracks” since they’re below the large-cap…
How Value Investors Can Navigate Short-Term Volatility
…says she focuses on free cash flow when assessing businesses: “When building the portfolio, we’ve always focused on having a mix of cyclically mispriced names, so classic value stocks, and…
Ritholtz: Passive Doesn't Rule the World
…“underperforming, expensive active funds and sending them to cheaper, market-performing passive funds.” But once you take into account how all investable dollars are managed, Ritholtz explains, the “picture changes dramatically….
Swedroe: New Findings on the Low-Risk Anomaly
New research on the low-risk anomaly—in which less risky stocks earn higher risk-adjusted returns—shows “exactly which types of stocks are likely to perform poorly over time, especially in a bear…
Shift from Momentum Proves Boon or Einhorn's Greenlight Capital
David Einhorn’s Greenlight Capital hedge funds gained 8.4% in September, bringing average weighted returns for the year to 24%, the company reported. This according to a recent article in Bloomberg….
Swedroe: Private Equity Hurts Investor Wealth
…in Advisor Perspectives. Swedroe writes that the research concludes, “private equity has not outperformed publicly available mutual funds on a risk-adjusted basis. And that does not even account for the…
The Rising Bar for Active Management
…large providers who charge the lowest fees because they don’t scale. That offers an opportunity for patient managers who can stomach short-term volatility and underperformance in the pursuit of long-term…