…the success rates of active versus passive benchmarks, Wallick argues that costs should be a primary consideration. “Lower cost funds,” Wallick says, “by and large do better than higher-cost funds….
Search Results for: low-volatility funds
Hulbert: A Balanced Portfolio is the Better Choice
…portfolio would have produced an 8.6% return, only 1.4 percentage points lower than the 10% annualized return of an all-stock portfolio. Over the past 20 years, he says, the difference…
Fidelity's Contrafund: One Manager's Mission
…bankers have moved interest rates to extraordinarily low levels.” Trained by the formidable Peter Lynch, Danoff applies a decidedly hands-on approach to his work. According to Zweig, the fund manager…
Markets Moving in Tandem is Unusual
…in stocks, bonds, gold and low-volatility funds have started to reverse. The worry is that such a shift in sentiment could “trigger a cascade of losses.” “The way to think…
Rekenthaler Report: It's Hard to Be Like Buffett
…says, and even when managers try to follow in the Oracle’s footsteps the results are often “dismal”. Rekenthaler says there are two dozen U.S. stock mutual funds that could be…
Marks: Be Selective in a Heated Market
…to adhere to higher standards when choosing investments. “In an overheated market, ” he said, “prices are high, risk is high, standards are low. You have to be selective.” …
Active Investing Showing Signs of Life
…that slow global growth will continue to limit market gains and make it “harder for active funds to overcome the fees they charge.” It also argues that, while more sophisticated…
Greenblatt Weighs in on Active Management
…to Greenblatt, the vast majority of investors lack the experience and know-how to pick stocks or mutual funds themselves. “Unless you can value a company yourself, and that leaves out…
How to Invest in a High-Debt, Low Yield World
…is not created equal.” This according to an article in last week Barron’s that outlines possible investment approaches in a highly-leveraged yet low-yield global market. A healthy amount of debt…
Housel: Manager Communication with Investors is Key
…how to confront “inevitable bouts of volatility and cyclicality.” Effective and consistent communication between managers and clients will reassure them, which may convince them to sit tight when things get…