…really marketing, and that’s the bit that annoys me.” The article asserts that the recent move by hedge funds to boost poor performance by using quant strategies has “collided with…
Search Results for: low-volatility funds
Bob Doll Talks Trump - 10 Takeaways for Investors
…summer, we have seen a rotation away from low-volatility and yield-generating sectors toward undervalued, economically-sensitive areas that tend to have high levels of free cash flow. Looking ahead, we think…
Zweig's Market Survival Guide
…funds that existed thirty years ago, 223 are still operating today (of those, only six are run by the same manager). In recent conversations with some of what he calls…
Greenblatt's Magic Formula-Worthy Picks
Most investors lack patience and don’t understand underperformance, which motivates them to abandon funds when performance dips—precisely the time they shouldn’t, says Joel Greenblatt, co-founder of Gotham Asset Management. In…
David Swensen: The Gatekeeper of Yale's Endowment Fund
…Yale’s funds with money managers that he carefully selected based on their fundamental investment philosophies. According to the Times, he also ensured that a firm’s management style was “balanced against…
Peter Lynch's Strategy and PEG Ratio Picks
…debt level. Scholastic (SCHL) publishes and distributes children’s books and provides print and digital instructional materials. The company’s low leverage and price-sales ratio make the stock attractive. Amtrust Financial Services…
Ken Fisher's Wish List
…times, “so we can overcome our fear of that;” short-term bond maturities will be pushed out, “locking in today’s low rates for decades and reducing our crisis worries;” global companies…
Zweig on Closet Indexing & Active Share
…a professor at the University of Notre Dame) that essentially scores a fund’s level of “active” management. A score of 60 is low; 80 and above means management is highly…
Returns Look Low Going Forward
…bonds exceptionally low and equity P/E ratios in the top decile of an 100-year history, future returns are likely to be extremely muted.” Specifically, Research Affiliates data predicts a 0%…
Greenblatt on Gotham's New Fund
Guru investor Joel Greenblatt—Columbia University professor and co-founder of Gotham Asset Management–has consistently made a strong case for value investing and created a series of hedge funds and mutual funds…