…wrong times”. The fourth point is around the “performance trap”, which is the concept of selling low and buying high. Investors emotions hurt their long term returns. Her advice on…
Search Results for: low-volatility funds
Underperformance Among Active Managers in First-Quarter Volatility
…by mutual funds fell by 3.1% while the 50 stocks least held by such funds gained 5.3% — the biggest gap in three years. Further, based on Bank of America…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26…
Negative Implications of Falling Corporate Profit Margins
…that corporate profit margins (profits as a percentage of GDP) “experienced one of their largest quarterly declines in years.” Hulbert points to historical data (depicted in the chart below) in…
The Good, Bad and Ugly of High Active Share
…In “in the early 1980’s, well over half of mutual funds had an active share above 80%, but as of 2009, only 20% or so of funds were this active,”…
Best Performing Dividend Model Over 25 Years Shows Market Possibly Moderately Undervalued
…tended to be higher when the Undervalued and Rising Trend categories have been larger, and lower when most stocks are in the other two categories.” The chart below shows the…
Faber talks Strategies, Value in Emerging Markets and More
Mebane Faber, co-founder and CIO of Cambria Investments and Cambria Funds talks with Tom Keene and Barry Ritholtz about quantitative stock selection strategies and investment trends in today’s market. According…
The Winning Investment Strategy A Top Value Manager Doesn't Want You To Use
…The strategy takes all stocks with market capitalizations of at least $500 million, eliminates those whose debt is more than their equity, and then selects the ten with the lowest…
Comparing Active and Index/Passive Small-Cap Funds
…uncover mispriced securities and generate alpha.” He concludes that “the winning strategy is to choose low cost funds – either pure index funds or well-designed passively managed funds.” The conclusion…
Adding Alpha Through Opportunistic Investment
In a recent article on Top1000Funds.com, Anthony Brown of Mercer Investments suggests that “one way to add alpha [especially in the current environment] is through a more opportunistic approach to…