…funds had a net exposure of 27%, while his Advantage funds were at 32% and his Recovery funds were at 55%. Now, the Credit funds are at -9%, the Advantage…
Search Results for: low-volatility funds
Wien's Reasons for Optimism -- and Concern
…2013. Another positive Wien sees: the development of “fracking” to get natural gas, which he says is enriching some states and also keeping energy prices low for consumers, which lets…
Double-Digit Returns from a 60-Year-Old Strategy
…averaged annual returns of 12.1% since its July 2003 inception vs. 3.5% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Fisher Sees 2012 Ending with Strong Gains
…Investors.com published. “Globally, corporations are very healthy. Earnings continue to beat expectations by a wide margin, coupled with strong top-line sales growth. Firms are also flush with cash with low…
Sonders: Fiscal Cliff Uncertainty Holding Back Market
…think you’re entering a period of volatility,” Fruhan said. “Use periods of uncertainty to add to names you like and think are attractive long-term stories.” At the end of the…
Top International Managers Staying Defensive
…other funds in his category recently by sticking with several consumer staples stocks, including spirit-maker Diageo, according to The New York Times. Wyckoff’s fund, meanwhile, has been helped by defensive…
Einhorn Says Fed Should Raise Rates
Hedge fund guru David Einhorn says the Federal Reserve’s near-zero interest rate policy is counterproductive, and says it should raise rates to help the economy. Einhorn tells CNBC that low…
Boring Stocks, Big Returns
…that was published in the Swiss Finance Institute Research Paper Series, authors Andrea Frazzini and Lasse Pedersen presented some powerful evidence that stocks with low betas (i.e., low volatility) produce…
Looking for Safety? Don't Turn to Bonds, Nygren Says
Top fund manager Bill Nygren says investors who are dumping stocks in favor of bonds in an effort to lower the risk in their portfolio are using erroneous logic. In…
Sonders on "Shiny Objects" in the Wreckage
…notes that expectations are low for the economy, and that worst-case scenarios may already be baked into stock prices. “A bar set low enough becomes easy to hurdle,” she says….