…The Little Book That Beats the Market by Joel Greenblatt. It has been one of the best performing factor-based strategies we follow, and it only has the two criteria below…
Search Results for: low-volatility funds
Goldman Chief Concerns Regarding Demand for U.S. Stocks
As investors turn to stocks and away from bonds in search of income, Goldman Sachs chief executive Lloyd Blankfein suggests the possible “risk of the protracted era of low interest…
Investing Insights Regarding Smart Beta Strategies
…respect to asset allocation, Brightman suggests that low-volatility strategies and U.S. stocks are both expensive, adding that “now is a wonderful time to diversify away from the U.S. equity market…
Morningstar Study Analyzes Strategic-Beta Fund Performance
…the replicating portfolios explained 92% of the return variance of the U.S strategic-beta funds during the trailing 10 years through May 2017.” According to the article, “strategic-beta funds tend to…
Would You Fire this Guy?
…that opportunity, and took on the cost of selling out at a low. Greenblatt expanded on this point in an interview in Barron’s where he said: In 2011, I published…
Low Inflation Consensus May Too Strong
The failure of central-bank models to forecast the slowdown in global inflation “leaves investors in the dark about the most important economic measure today and why it’s so low,” according…
Fund Manager Hussman Stands By His "Permabear" Strategy
…growth will likely struggle to break 2% annually in the coming years, investors should realize that when interest rates are low because growth is also low, no valuation premium is…
Factor Strategy Focus – Benjamin Graham
…that only a very small group of investors had successfully done that – and we certainly weren’t in that group. So we decided to follow investors who had long-term records…
Cohen Preparing for a Comeback
…his family office, Point72 Asset Management. He’s now up about 5 percent year-to-date, according to people familiar with the performance.” But given the increased flow of investor funds to passive…
It's Time To Get Into The Rebalancing Act
…asset allocation. Since the investor would be taking profits from the source of the shift, he would therefore be selling high what he bought low—a cornerstone of wise investing. If,…