…S&P 500 would outperform a portfolio of funds of hedge funds (when performance is measured on a basis net of fees, costs, and all expenses). This according to an article…
Search Results for: low-volatility funds
Fund Manager Holds Cash in Anticipation of North Korea-Prompted Selloff
AMP Capital’s Nader Naeimi, who heads one of the firm’s dynamic investment funds, has about 30% of his holdings in cash, according to a Bloomberg article from earlier this month,…
Vanguard's McNabb Says Data Doesn't Support ETF Bubble Fears
…that index tracking funds represent less than 15 percent of the equity market capitalization around the world, and less that 5 percent of daily trading volumes in global financial markets….
Trying to Time Black Swan Events is a Losing Proposition
The post-financial crisis strategy of investing heavily in hedge funds that “offered protection should the markets plunge” has fallen out of favor, according to a recent article in The Wall…
To Active Managers: If You Can't Beat 'Em, Join 'Em
Arguing that the shift to passive investing is “really just a reflection of an even bigger move away from high-cost to low-cost funds,” a recent Bloomberg article suggests that active…
The Investor as a Storyteller
…perfect; they need only be good enough to allow us to find food and water, avoid becoming someone else’s lunch, locate shelter, and generally survive long enough to procreate and…
Market Forecasting Difficult
…consistent, returns from asset classes are highly variable. The higher the initial valuation of the asset, the lower the future returns are likely to be.” The article offers GMO…
REIT Outperforms Through Active Management
As active stock managers continue to face competition from low-cost index funds, some firms have managed to outperform benchmarks by using “specialized expertise and fundamental research in sectors like real…
Preserve and Grow Your Wealth With Good Habits & Discipline
…the reservation. And that’s really the most important part.” I was reminded of the scene while reading an article from earlier this year by Collaborative Fund’s Morgan Housel titled “Getting…
U.S. Equity Funds Suffering Extended Run of Outflows
Investors pulled $2.6 billion from U.S. stock funds for the 10th week in a row, according to a recent Bloomberg article (based on data as of August 23rd outlined in…