A recent study shows that, when rates are low, investors’ appetite for risk “increases beyond what seems logical,” according to an article in The Wall Street Journal. The article argues…
Search Results for: low-volatility funds
Evaluating Luck or Skill in a Stock Picker
…if skill or luck produced the gains. The result is that the typical investor in active funds lags behind even those funds’ returns by quite a bit,” the article says,…
Most Read Posts on Validea’s Guru Investor
…Emotions In Check [3] Swensen of Yale Endowment: Low Market Volatility a Worry [4] Bill Miller is Working Toward a Comeback ——- Photo: Copyright: arcady31 / 123RF Stock Photo …
Yale Endowment Learns Lesson on Diversification
…fund has long been led by David Swensen who, in the fund’s annual report last year, rebuked widespread grousing concerning fees paid by endowments. Arguing that strong active management had…
Bill Miller is Working Toward a Comeback
…left,” and Miller left the firm. Working toward a comeback, says the Post, Miller is now running two mutual funds (Miller Opportunity Trust and Miller Income Fund, with assets totaling…
Artificial Intelligence Moving into Mutual Funds
…the software determines the weighting of their respective indexes and trades.” Mutual and fixed-income funds are also starting to integrate AI into their investment processes, the article says, adding that…
The Two Most Important Investing Decisions
…pick within that style. For factor investors, which factor or factors to follow can be another significant decision. The interest in these types of decisions is very high and so…
LTCM Partner Advocates for Indexing
…simple algorithm,” the article explains, “the firm takes into account valuations and momentum to invest in index and exchange-traded funds across different asset classes.” After the collapse of LTCM, Haghani…
Swensen of Yale Endowment: Low Market Volatility a Worry
David Swensen, chief investment officer of Yale University’s endowment fund, is concerned that low market volatility could lead to another market crash, according to a recent Bloomberg article. During his…
Asness of AQR Says Passive Growth Is Good for Industry
…channeled $510 billion into index funds, compared with $104 billion for active. “Much of the passive money,” the article says, “was in search of lower fees: more than 75 percent…