…funds. In the article (not yet available on Kiplinger’s web site), Tilson and Heins write that money management is a fairly simple and very profitable type of business. “One of…
Search Results for: low-volatility funds
A Look Inside a Little-Known Fund Star
Dennis Delafield and Vincent Sellechia’s little-known Delafield Fund has beaten 99% of funds in its category over the past five and ten years, and the latest issue of Financial Planning…
Bolton Sees Multi-Year Bull; Favors Growth Stocks
…finished earlier this year and we then had a decent consolidation like many bull markets have.” Bolton says the first phase saw cyclical, low-quality companies — which were hit hardest…
Junk Bond Guru Looking to Stocks
…it #1 out of 422 high-yield funds that Morningstar tracks, Bloomberg reports. Notkin is currently high on industries that will benefit from emerging market growth, like materials and technology. He…
Do Value Investors Really Add Value? Yes, Study Says
…methodology that identified “value” stocks as those with the lowest price/earnings and price/book ratios, and “growth” stocks as those with the highest P/E and P/B ratios. After comparing the performance…
Romick Looks to Inflation-Fighters
…and some broader stock market topics, including volatility. “Volatility is more a measure of opportunity than risk,” he says. “It lets me act on the visceral reactions of others. Value…
The Zweig Strategy: Growth With a Conservative Streak
…which has averaged returns of more than 7% per year since its inception while the broader market has returned less than 3% per year. Below is an excerpt from today’s…
Top Small-Cap Manager Talks Strategy
…keying on high-quality small-caps, which he thinks will fare better in a lower-growth environment than lower-quality peers. “Many companies that recently found success when capital and demand were strong will…
Hulbert: Wall of Worry Remains Intact
…Thursday’s rally. But it still stands at just 45.7%, lower than it was two months ago when the Dow was trading up to a thousand points lower. And it’s far…
The Pros Keep Buying High and Selling Low
…of the end of September, the cash/bond allocation would’ve fallen to 34% if left untouched — far below the level many funds currently have. And Zweig says a recent Charles…