…more risky. The Cornerstone Value strategy, meanwhile, produced returns that were a bit lower, but with less volatility. Together, they formed an exceptional one-two punch, averaging a compound return of…
Search Results for: low-volatility funds
Gross: Bubbles? No. Lower Returns Ahead? Yes.
…and he says PIMCO and the market have very different estimates of what that neutral rate will be. “Interest rates have to be lower in a levered economy so that…
Why Investors Underperform Their Own Funds, And The Market
…funds they buy. And several studies have shown that mutual funds outperform their own investors by between one and two percentage points annually.” Zweig talks about some of the other…
Nygren: Corrections Are Normal -- Don't Panic
There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it. “I think the…
Lo On Buying Low
MIT Finance Professor Andrew Lo says that getting out of the market during though times isn’t the biggest mistake investors make — it’s failing to get back in soon enough….
Fama, French, Buffett & Value
…back, Buffett really is mislabeled as a ‘value investor;’ he in fact tends to be more of a ‘high-quality investor,’ targeting profitable firms with low debt and low capital requirements….
Loeb: Fundamentals And Stock Picking To Drive Market
…were poised for more volatility in the months ahead, according to CNBC.com. But it also said the recent pullback was healthy, and said the economy was beginning to accelerate after…
Study: Investors Continue To Lag Market -- By A Lot
…in a blend of equities and fixed-income mutual funds has garnered only a 2.6% net annualized rate of return for the 10-year time period ending Dec. 31, 2013,” Sean Hanlon…
The Fisher Approach: The Price/Sales Ratio -- and Beyond
…averaged annual returns of 13.9% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Heebner: Stocks Still Very Attractive
…Consuelo Mack that while prices are up, earnings are also up, and inflation is low. He continues to think that the economy has a number of years of growth ahead…