…contributing to momentum’s effectiveness. The chart below shows the long term performance difference between small and large companies with strong momentum and small and large companies with low momentum. The…
Search Results for: low-volatility funds
Four Conditions Reminiscent of 1999
…a basement low of 0.9% in December 1998, within six months they had jumped to 2.0%” and “over the past three years, 10-year inflation expectations have plummeted by over 50%…
Popularity and Price Increase for "Low Vol" Funds
“Low volatility” funds have surged in popularity recently as investors have poured nearly $10 billion into them so far in 2016, which has significantly increased their price. At the end…
“Keep Extra Dry Powder,” Says Osterweis Capital Management Founder
…in order to be profitable. The trend of monetary authorities attempting to stimulate growth and inflation is largely due to low growth and low inflation around the world. Currently, there…
Buffett Preaches the Virtues of Passive Investing for Most Investors
…whether an S&P 500 index fund or the hedge fund’s actively selected funds would perform better. The index fund has gained a cumulative 65.7%, while the hedge fund’s picks have…
McKinsey Report: Dial Back Expectations on Future Returns
…An optimistic growth-recovery scenario has U.S. equities at 6.5%, which is equal to the 100-year average, still well below what state and local government pension funds project, Mr. Koller said.”…
The Long, Long Term Rip Van Winkle Approach
…including hedge funds and private equity strategies. The result, says Bowen, is ” woeful underperformance.” Through 2014, pensions have reduced their equity exposure from 61% to 52% and increased their…
Motley Fool's Gardner: "Buy High and Try Not to Sell at All"
While passive index funds are all the rage, top-performing investor David Gardner says he still thinks investors will do better picking individual stocks than they would buying index funds –…
Diversification: The Only Free Lunch on Wall Street
…return to the S&P 500 alone. However, the price investors pay for higher performance is higher volatility. “For patient investors, those temporary losses are a relatively small price to pay…
Closet Indexers Will Go the Way of the Buggy and the Whip
…funds expense ratio by the index overlap. President of Touchstone Investment, Steve Graziano, is critical of benchmark huggers that are charging active-management fees. “We manage active funds because you have…