Advisor Perspectives highlights the record of value investor Tim Hartch, co-manager of several Brown Brothers Harriman & Co. funds. In the published interview, Hartch explains that his BBH Core Select…
Search Results for: low-volatility funds
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey
…not do so with a median. It is also important to note that market valuation has not proven to be a predictor of near-term future returns. High and low valuations…
The Short Side of Activist Investing
…the article highlights data from Activist Shorts Research that shows a declining impact to the public announcements of activist bearish short investors and funds. “So far this year, stocks that…
The Importance of Dividends for the Long Term Investor
…below demonstrates this point. Dividends alone are not the only driver in Buckingham’s stock selection process. He emphasizes looking for stocks that display value characteristics – low multiples of…
Mobius: Russian Stocks Offer Major Upside
…the market is going to do very well,” he says. Other pros are seeing value in Russia as well given its rock bottom valuations and very low expectations. Below is…
Paulsen: Three Possible Economic Outcomes for the Markets
…“think[s] that’s a low-odds probability.” More likely in Paulsen’s view, “the Fed’s hand in the United States may be forced to raise rates” despite economic concerns “if core inflation and…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
…relatively concentrated: each of the six funds holds less than 150 stocks, and 32 of them are held by each of the funds. In total, Primecap’s funds hold 271 stocks,…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
…hedge funds have lost 2.7 [%] this year.” In contrast, passive funds are generating positive returns: “Vanguard’s Total Bond fund gained 3.1 [%], and its index fund . . ….
Avoiding the Negative Return Gap
…extracted” and thus “how well or poorly investors trade their funds.” The problem is that investors tend to buy high and sell low. To address this common mistake, Coumarianos says,…
Small Caps Offer Opportunities, Especially When Rates are Rising
…low or falling rates. As rates start to increase, smaller firms, which on average have borrowed less, are less effected by the increasing borrowing costs. In addition, raising rates often…