As the one-year mark for fund statements moved past the March 2020 low, returns look like they have surged—but this calendar quirk can mislead the unwitting investor. This according to…
Search Results for: low-volatility funds
Bernie Madoff Fooled the World
…of telling friends his funds were full, there was no room for them— “only to relent and say that he could find a way in for them.” Elusiveness. Madoff rarely…
Value Investing: There’s More to It Than Low Prices
…circumstances—like a pandemic— “throw a wrench into the cash flow generating machinery of businesses…. a task that has proved difficult for some of the greatest investors to pull off even…
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
…profit when those very low expectations are exceeded. So the fact that value strategies typically buy low quality companies isn’t a bad thing. It is part of why value investing…
Stifel’s Barry Banister on Value versus Growth
…“great yield vehicles” with strong capitalization and liquidity, as well as industrials, for their earnings growth and reasonable valuations. Over time, says Banister, valuations will compress back toward low 20s…
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83)
…Standpoint Funds. All weather investing seeks to hold a diverse portfolio of assets that have the potential to perform well across a wide range of economic environments, including the inflationary…
The Explosion of SPACs -- Should You Care?
…companies were staying private for too long. Capital from venture capitalists was helping many growth companies remain private for longer, lowering the opportunity for public market investors to get access…
OSAM: Without Tax Management, Investors Leave Money on Table
…that describes Canvas, the firm’s proprietary indexing platform. The article argues that as pooled funds, index funds and ETFs do enjoy certain tax advantages over traditional mutual funds but are…
The Biggest Risk to the Stock Market
…important to stocks than interest rate levels,” Carlson argues, noting the following findings: “Inflation is still quite low by historical standards today,” Carlson notes, but adds that inflation expectations are…
Good News for Swindlers: Penny Stocks are Booming
…before the 1929 crash,” according to a recent article in The New York Times. “Penny stocks occupy a low-rent district of Wall Street,” the article states, “a world rife with…