…be successful, but those aren’t the types of models we will follow or discuss. What we follow are investment strategies that have proven themselves over the long-term, but also can…
Search Results for: low-volatility funds
Morningstar Warns Against Overreacting to Fund Manager Changes
…funds are team-managed—”it can generally be assumed that the manager has a team of analysts behind her,” says Morningstar quantitative analyst Madison Sargis. Most funds follow a mandate set out…
Bill Miller's Fund is Top Stock-Picker
…a recent article in The Wall Street Journal. Miller’s fund returned 48.55% for the 12 months ended June 30th [Note: Index, exchange-traded and leveraged funds are not eligible for the…
Leading Economist Says Stocks Can Continue to Climb
…of the buyers and sellers are. How many pension funds, foundations or hedge funds are looking to buy? How many use active equity managers and on what time horizon. I…
Nuveen's Doll Says Earnings Are Bolstering Market
…is low. As long as earnings continue to be strong, Doll says, equities should continue to move upward despite policy gridlock. In fact, he argues, continued low interest rates and…
Timeless Quotes and Lessons for Every Investor from Buffett
…and advisors, and the use of borrowed money can destroy the decent returns that a life-long owner of equities would otherwise enjoy.” You cannot go wrong investing in index funds….
Activist Investor Hymowitz Focuses on "Evolving"
…a range of hedge funds, charging a layer of fees on top of the fees charged by hedge-fund managers themselves.” Since many of the hedge funds the firm invests in…
Research to Help Choose Between Active or Passive Investing
…investors to consider: Gross alpha expectation—the “ability to achieve successful outcomes through skill in selecting an active manager”; Cost of active management—”low cost is the most effective quantitative factor an…
Finding Your Edge a Key to Investing Success
…generated returns. Some hedge funds use a strategy called merger arbitrage, which involves buying and selling the stocks of two merging companies, basically a bet on the risk of the…
Jason Zweig: Prepare Rather Than Worry About Increased Volatility
…William Schwert, who has studied volatility for over 30 years and asserts, “I don’t think it means anything.” Regarding exchange-traded funds intended to profit if volatility increases, Zweig advises, “avoid…