…they are headquartered. This according to a recent Wall Street Journal article by Jason Zweig. Zweig offers several examples including Infosys, the second-largest holding company in many India funds, which…
Search Results for: low-volatility funds
Klarman Warns of Risks to Investors
…manager Seth Klarman. The hedge fund manager (who oversees approximately $30 billion) shares his view that, when share prices are low (as they were in 2008 and early 2009), risk…
Study Finds that Stock Picking Probably Won't Make Investors Rich
…one-month Treasury bills. According to the article, Bessembinder favors low-cost index fund investing for his personal assets through a diversified portfolio of bonds and stocks. While he believes that some…
Jason Zweig: Use Simple Tests Before Investing in a Quant Fund
…from the quants than to hire them,” he argues. Zweig shares findings of a Duke University group of researchers that found, during the period from 1996 to 2014, “systematic funds…
Hulbert on When to Fire Your Investment Adviser
…“picking individual securities, ETFs or mutual funds—even among those with stellar track records for past performance.” He argues that, even those advisers and investment approaches that outperform will suffer periods…
Hedge Fund Coatue Invests in Data Science
Hedge funds continue their push into “big data” analysis to land trading opportunities, and Coatue Management LLC is no exception, according to a recent article in The Wall Street Journal….
Quant Strategies Are Not Magic
The flow of funds into the quant investment strategies continues but, like most new ideas, this one doesn’t come without caveats, writes Validea CEO John Reese in a recent Forbes…
Harvard's Biggest Holding is ETF
…“letting go about half of the 230-person staff by year end, shuttering internal hedge funds that traded in fixed-income and equities markets and seeking to rely more on outside money…
Jason Zweig Says Active Managers Also Underperform in Down Markets
…tanked), the S&P 500 lost 43.4% while the average fund lost 43.2%. “But funds fell worse than the market,” writes Zweig, “in the sharp declines at the beginning of 2016…
Fool's Gardner on Active Versus Passive Investing
…up the learning curve on companies. For these investors, he argues, low-cost index investing is a good move. As part of his active investment process, Gardner gets under the hood…