In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including…
Search Results for: low-volatility funds
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…
Microcap Funds Could Offer Big Returns in 2024
…2000 and the S&P 500 funds, respectively, according to the article. “The value [factor] may work in the large-cap space, but it works much, much better in small-caps, and even…
As S&P 500 Soars, Diversification Trades Plummet
…which did so well in 2022, only took in $1.5 billion in 2023, with the $18.8 billion iShares Select Dividend ETF being among the lowest-performing funds with returns of only…
Investors Are Hunting Quality Instead of Meme Stocks
…a low amount of debt and a high amount of cash reserves. Well-known companies that fit the profile range from reliable performers like Coca-Cola or Johnson & Johnson as well…
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives…
Citadel Returns $7B in Profits
…over the last two years, mainly through gains across its multi-strategy funds, and Wellington, their flagship fund, has gained 14% so far this year, after shooting up 38% last year….
Dividend ETF Trade Misfires
…market.” One of those other places in the market are bonds; because of their high interest rates, they’re offering investors a steadier income stream than dividend funds, the article notes….
Stockpickers Will Have A Strong 2024, Says BlackRock
…in the current market, and investors need to be aware of what they’re paying. Currently, BlackRock is sitting on $8.3 trillion in money-market funds, and being selective about where to…
For 20 Years, Momentum Investing Has Struggled
…investment. Large-cap growth was compared only to other large-cap growth funds, small-cap value to other small-cap value funds, etc. That allowed some funds that had gotten low ratings to move…