…averaged annual returns of 10.0% since its December 2005 inception vs. 4.4% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Search Results for: low-volatility funds
Wien On Why Stocks Can Keep Moving Higher in 2014
…loose money, low interest rate policies were big driver for stocks in 2013. Still, Wien tells CNBC that he doesn’t think the big year has made stocks overvalued. “If the…
Siegel: S&P Fair Value around 2,000
Wharton professor and author Jeremy Siegel says stocks remain attractively valued, particularly given interest rate levels. “We are still at extremely normal, average valuations and, in fact, low valuations, given…
Yacktman Talks Strategy, Value, and Quality
For much of the past few years, top fund manager Donald Yacktman has said high quality stocks had been trading at exceptional discounts to lower quality plays. But in an…
Paying To Have Your Adviser Shoot You In The Foot
…which they invest. In the 12 months ending Sept. 30, Zweig says that investors in 47 funds with at least $1 billion in assets underperformed the funds by at least…
Time to Ditch the Yale Model?
…bargains. He moved out of bonds and cash, and into hedge funds, private equity and real assets such as forestry. Yale now holds about 6 per cent of its assets…
Sonders on the Great Rotation, and the Good Ol' Days
…higher. Sonders says that bond flows have turned sharply negative in recent months. But she also says that most of the money pulled from bond funds has gone not to…
Examining a Growth Strategy Up 60%+ this Year
…bull market, the low-hanging, beaten-down value plays have rebounded, and investors tend to look more at fundamentals and quality,” Reese writes. “It’s no surprise then that, with the bull market…
Worried About Earnings? Try Some Other Value Metrics
…valuations have plenty of other options when it comes to finding cheap stocks. “I, for one, am not particularly worried by [current P/E levels], particularly given the low interest-rate environment…
Forester: More than Meets the Eye in Housing
…by hedge funds or wealthy investors, who wanted to rent out the properties to make money. But an oversupply of rental properties is curtailing their efforts. “Many hedge funds paid…