…returns without also increasing risk, and incorporating factors such as quality and sentiment. While the fund carries low valuation statistics in its category, that valuation is driven by Bridgeway’s tendency…
Search Results for: low-volatility funds
Grantham Warns Bubble Hasn’t Burst Yet
…50% off its peak; the market hit about 25% at its June low. Grantham isn’t alone in his bearish views; Mike Wilson of Morgan Stanley also posits that the markets…
Stop Bashing Buybacks
…low and selling high. Yet another myth is that buybacks add to earnings-per-share (EPS), but there’s no realistic assurance of that; it’s the connection between interest after taxes and the…
Powell Abandons Soft Landing
…order to lower the inflation rate will likely lead to higher unemployment after a 5-decade low of 3.5% in August. The Fed Chair said that it was better for households…
Is It A Bad Time To Retire?
Market performance in the early years of retirement can greatly affect how long retirement funds will last, as losses can take a larger chunk out of a portfolio when it’s…
September Is The Worst Month For Stocks
…stocks because investors come back from their summer vacations, reassess their holdings and get rid of unwanted shares. Others believe that mutual funds tend to clear their inventories in advance…
Mapping The Opportunity in Small Caps to Value Investment Strategies
…books or academic papers and builds stock selection models that rank stocks through each fundamental strategy. We run value, growth, momentum and low volatility models. Many of the models we…
Hedge-Fund Guru Julian Robertson Dies at 90
…than 5% of capital on one investment, and remaining unwavering through volatility. He made a rare error on the yen in 1998 that drove many investors out of Tiger, and…
Beating the Market—By Lying
…for themselves. Funds cannot make retroactive changes to their results, but they can change which index they are comparing those results to. While the SEC dictates that funds must show…
Value Investing Has Changed
…as hedge funds and quant funds, the article maintains; indeed, hedge funds doubled assets between 2008 and 2015. Years of low rates has fostered larger debt loads, and there have…