“Before starting my own investment funds, the only models I was aware of were those of Warren Buffett and Charlie Munger. Their models made a lot of sense to me,…
Search Results for: low-volatility funds
Hulbert Challenges Harvard's Lesson on Investing
…measures the frequency of mutual fund losses and benchmark-lagging returns. The study shows that “each and every one of the mutual funds in the top decile for 10-year performance through…
Why Value Investors Need "Mental Toughness"
…year. Value investing is a perfect example of this. We know, based on research from Fama and French, that buying low valuation stocks can reap rewards over long periods of…
Harvard Endowment Goes Back to Basics
…Harvard out.” The top decile of funds in the HFRI index (an equal-weighted index of hedge funds), he reports, returned 41.4 percent annually from 2007 to 2015 compared with 3.1…
The Market Valuation Snapshot
…Hot List Newsletter, our bi-weekly investment newsletter Our conclusion: Given the valuation backdrop, we believe it’s important to stay focused on finding value. Stocks that trade at low valuations using…
Omega's Cooperman Says Investors in for a Strong 2017
…of earnings-per-share growth of approximately 8% (aided by a lower corporate tax rate and added share repurchase funded from repatriated cash), a dividend yield of 2% and a slightly lower…
European Fund Manager Says Bonds May Rebound
…as risks are becoming increasingly asymmetric. That would be an opportunity to reallocate funds to bond markets.” The article says that while Trump’s victory has led to a pivot of…
Does Passive Investing Resemble Marxism?
…fundamental performance of their respective businesses might warrant.” In other words, the move toward passive funds may be leading to a rise in increased correlation among share price movements which,…
Four Retail Stocks That Could Deliver
…CEO John Reese suggests that battered share prices and historically low valuations in the industry could present opportunities for well-informed investors. Reese outlines important factors to be considered when examining…
Morningstar Compares Research Data to Real-World Investing
…director of passive research in North America, shared his insights on some discrepancies between the two: Fama-French Value Factor: In 1992, these economists found that stocks trading at low valuations,…