…now, and discusses a myriad of aspects of his investment approach. Greenblatt says that, using the market-cap-weighted free cash flow yield of the Russell 1000 as a gauge for cheapness,…
Search Results for: low-volatility funds
Growth Or Value? How About Both
…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…
Herro Still Keen on Europe
…about what he thinks has made his funds so successful over the long haul. “As a group, we believe that we have been successful for three reasons,” he says. “First,…
Sonders: U.S. Economy Creating More than Paper Wealth
…improving, with home prices starting to rise and mortgage rates very low. She also says the U.S. manufacturing sector is undergoing a “renaissance” driven by the energy and auto industries….
Bonds Very Unlikely to Beat Stocks over Next Decade, Says Bogle
…over the next decade, which makes for a 7% “fundamental return” on stocks over that period — that is, not including changes in valuations. Bogle adds, however, that pension funds…
How To Succeed Where Fund Managers Fail
…their benchmarks. Consider this: In 2011, 81.3% of active large-cap funds failed to beat the S&P 500, according to Standard & Poor’s. Mid-cap managers fared better, but the results were…
Siegel and Ritholtz Debate Stocks for the Long Run
…investors. He also says that current P/E ratios are artificially low due to the ultra-low interest rates pushed by the Federal Reserve. He says he thinks stocks will be more…
Ritholtz's Investing Handbook
…occur, gives you the benefit of time and keeps your transaction costs, fees and taxes low”, while cutting your losers short “forces you to be humble and intelligent. It rotates…
Mobius High on Coal
…in China and everywhere else in the world,” Mobius tells Bloomberg. His funds currently hold shares of coal companies Shenhua, Yanzhou Coal Mining Co., and China Coal Energy Co. Chinese…
Top Bond Manager Looking to Stocks
Bond guru Jeffrey Gundlach says he doesn’t see another “Lost Decade” for stocks, and his bond-focused firm may even be adding some stock funds to its offerings. “Equities may be…