…argues, they can effectively end up buying high (as funds come off a successful period) and selling low (from funds coming off a weak period), an ill-fated pattern of behavior…
Search Results for: low-volatility funds
Active Managers May Have a Fighting Chance
The number of Americans who own individual stocks has “steadily declined since the 1990s,” a situation only exacerbated by the flow of dollars into index funds. This according to a…
Blending Strategies to Reduce Volatility and Boost Results
…for Nasdaq, Validea CEO John Reese explains how combining different investment methodologies can reduce overall volatility in a portfolio and lead to improved long-term results. Since inception (in 2003), Validea’s…
"Quantimental" Fund Management Raises Eyebrows
…factors such as value, momentum and volatility) into the management of funds that have been primarily fundamentally driven (focused on more traditional metrics related to earnings, profitability, debt levels and…
GMO: Don't Bail on Hedge Funds
…risen, he says, future values have not. He contends that today’s low return, low-rate environment may render hedge fund investing to be the best course. Inker says that the additional…
Passive Investors Should Avoid these Three Mistakes
…when choosing this route: Assuming all index funds are cheap: Index funds are generally able to charge lower fees since they simply buy the stocks or bonds that make up…
Is Smart-Beta Investing Smart?
…subject. Unlike traditional market-weighted indices, smart-beta investing uses measures such as volatility, valuation and earnings to create funds. Research Affiliates has applied years of research in this space to create…
John Neff: Bargain Hunter
…annual return and beat the market by an average of 3.1% per year. In his article for TheStreet.com this week, Validea CEO John Reese describes this Low P/E Investor’s philosophy…
Investors Looking to Quants for Fund Management Muscle
…According to FT, the flow of investor funds into the “quant” sector have more than doubled since 2009 (from $408 billion to nearly $880 billion). Several large hedge funds are…
Batten Down the Hedges?
…45 years), that doesn’t dampen the potential for volatility. Bob Rice, chief investment strategist at Tangent Capital, agrees that risk is mounting and investors might be tempted to “take some…