…low interest rates and low expectations for inflation. And that has meant that growth has outperformed value very materially. But I think it’s likely that this trends back to a…
Search Results for: low-volatility funds
BlackRock is Trying to Fix Private Equity
…Investor. The fund has been created by BlackRock’s long-term private capital team (LTPC) under the leadership of Andre Bourbonnais and fellow Canadian Mark Wiseman (chairman of the firm’s alternative-investment unit…
Remembering John Neff
…a low P/E—will come back decently.” He recalled the strategy used during his days at Windsor of buying companies with solid fundamental at a 40%-50% discount to the market P/E….
European Stocks Appeal to This Investor with $837 Billion
…coming year or so.” The article reports that most of the investment community has seen “relentless” outflows since March 2018 from funds focused on European equities and further that, according…
Yale's Endowment Fund Lagging the S&P 500
Although Yale University’s endowment fund—and its chief investment officer, David Swensen—have enjoyed a stellar reputation in the industry for decades, a recent article in Morningstar argues that the fund’s reputation…
Warren Buffett: Investors Should Stop Picking Stocks
Warren Buffett claims that owning the S&P 500 index through a low-cost index fund will deliver about the same results as if he chose the stocks, “and maybe slightly better.”…
Jim Grant on Upside-Down Interest Rates
In an article for Barron’s last month, Grant’s Interest Rate Observer founder and editor James Grant offers insights regarding the repercussions of an ultra-low interest rate environment. Grant quips, “You…
David Tepper Leaves Big Shoes to Fill
…of managers who have chosen different paths, Kaissar writes, “It’s hard to blame them. They don’t need the money. The trades are increasingly crowded. And with the rise of low-cost…
Five Questions: Investing in Human Freedom with Perth Tolle
…India scored very low on these, and that brought their composite score to lower than that of the somewhat surprising smaller regional markets of Indonesia and Thailand. If economic freedoms…
Tiny Activist Fund Making Big Impact
…a focus of hedge funds, has fallen off over the past decade due to the enduring bull market as well as the growth in passive investing. But the article reports…