Dan Kern, president of Advisor Partners, looked at the performance of actively managed funds in various asset classes and found that there are problems with the benchmark indices upon which…
Search Results for: low-volatility funds
Wally Weitz Describes His Value Approach to Current Market Volatility
…the impact of Fed policy to create relatively high stock valuations, they note that the current volatility is a result of global forces that are not unexpected and that it…
3 Questions Investors Can Ask To Help Prepare For and Deal With Market Volatility
…of positive returns” in 2015, but lower-quality bonds “tend to perform more like stocks than bonds.” How bad is current volatility in the context of market history? Howard Silverblatt, senior…
Tips for the Strategic Investor: 5 Ways to Address Irrational Decision-Making
…sell low due to effects discussed in behavioral economics literature. Rotblut draws heavily on psychology of decision-making and risk that underlies behavioral economics, such as prospect theory (“the psychological effect…
Investing During Market Volatility: El-Erian's Six Rules
Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Investing During Market Volatility: El-Erian's Six Rules
Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Third Avenue Management’s Rewey Discusses His Value Approach
…his funds’ three-to-four year horizon, those stocks “will at least lose their ability to grow.” Instead, he has continued to follow the value approach of his firm’s founder, Marty Whitman,…
Betting on Oil: Recent Losses and Uncertain Prospects for Oil Bull
…$2.6 billion as a result of losses and significant investor pull-outs. Hall, however, has emphasized that low oil prices are spurring growth in demand, noting higher sales of sport-utility vehicles…
Top Manager Combines Quant Models with Nuanced Active Management to Find Opportunities
…goal is to diversify idiosyncratic risk”. The funds are composed of no more than 2% of any one stock. Past decisions show that de Vassal has successful gotten ahead of…
Low Returns Going Forward, Predicts Cliff Asness of Hedge Fund Behemoth ARQ
Clifford Asness, president and managing principle of AQR Capital Management, expects returns below the historical norm to be “the single largest factor out there we have to deal with.” He…