A study published in the Journal of Portfolio Management purports that real estate investment trusts (REITs) outperform U.S. closed-end private equity real estate (PERE) funds by 165 basis points annually,…
Search Results for: low-volatility funds
Citadel Looks To Redeem Part of Melvin Capital Investment
…a recent Wall Street Journal article, they are planning to redeem roughly $500 million of that investment. One of the top-performing hedge funds in recent years, Melvin lost more than…
Rock-Star Investor Finds Her Flock
…flagship Ark Innovation fund fell more than 35% between February and May. While recent volatility has helped the fund recover somewhat, it’s still down about 7% for the year. But…
The Importance of Drawdowns in Retirement Planning
…happens. For a 60-40 portfolio, the withdrawal rate that can be sustained 90% of the time rises to 5.6%. The reduced drawdown of the combined portfolio led to lower sequence…
Small-Cap Stocks May Not Be Such a Bargain
…Analysts are split on which metrics work best. Leaving in unprofitable companies could lead to volatility, which makes it tougher to draw conclusions about how attractive small-cap stocks are. But…
Hedge Funds Are Hot Again and Hard To Find
…lackluster performance, and a brutal culling of more than 11,600 hedge funds, the volatility brought by the pandemic has spurred resurgent returns at some top funds. As the article contends,…
Wall Street Still Baffled About Markets
…12 expect the S&P 500 index to fall into the holiday season, with the spread between highest and lowest target at 24%. As the pandemic threatens to slow the global…
A Walk Down Drawdown Lane
…occur. 40 Years of Market Drawdowns The chart below, courtesy of Calamos Investments, shows the calendar year returns (in dark blue) along with the intra-year drawdowns (green) for the S&P…
These Are the Best Businesses to Invest In, Says Warren Buffett
…low-cost index funds, which are less risky and more diversified. He previously told CNBC that, for people looking to build their retirement savings, diversified index funds make “the most sense…
Reddit Mania Leads Quants to Rethink Stock Trades
…for whatever reason have a higher utility for risk than typical institutional investors.” This higher risk appetite, he argues, is fueling underperformance in a popular investing style called low volatility….