…cites comments from Sundial Capital Research Inc. founder Jason Goepfert that although equity-focused hedge funds are underweighted in stocks, trend-following funds “have suddenly seen the light, going from 25% short…
Search Results for: low-volatility funds
Value Investing Might Be Dead and Here's Why
…to central banks and technology.” Bernstein reportedly attributes the long period of low interest rates and the Fed post-financial crisis quantitative easing program for the “demise” of value investing, adding,…
Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil
…sector bets inherent in the strategy. He has also taught me a lot about low volatility investing, which is the factor I know the least about. In this interview, we…
The Fee Free-Fall Will Continue
Mutual fund fees have been on the decline for seven years, and the trend isn’t expected to slow. This according to an article in Institutional Investor. The article reports that…
Investing Insights from Joel Greenblatt
…said, arguing that low price-book and low price-sales metrics are factors more than indicators of value stocks. He illustrates his point using a real estate metaphor: “I wouldn’t go out…
Momentum Investing - the What, the Why, the How and the Risks
…modern finance”, outlined in this paper, which highlights past research and his own findings … “stocks with low returns over the past year tend to have low returns for the…
What Makes the Smart Money Smart
…funds.” Essentia’s head of research, Chris Woodcock, attributes the findings to the “endowment effect,” a tendency to put value on what is owned and therefore be reluctant to part with…
Zero Interest Rates Forever?
…service burden: The article presents the following scenarios: If the government attempts to reduce the deficit by raising taxes, it could slow the economy. If, on the other hand, the…
Should CAPM Be Retired?
…present a risk for investors, Northern Trust recommends that investors diversify across factors and eliminate hidden and uncompensated risks in their factor-based funds. The article cites the example of the…
Tobias Carlisle: Insights on Deep Value Investing
…at Acquirers Funds, explained that he seeks “strong businesses that are throwing off cash and buying back stock, very traditional long side for value.” His preferred metric in evaluating companies,…