…to add value,” but adds that “all markets are not equal.” How many active funds have outperformed their indices and for how long? The article notes that while both active…
Search Results for: low-volatility funds
Morningstar: Value Investors Facing a “Great Opportunity”
…what will happen regarding the political climate or central bank actions, history proves that share prices will eventually revert to “fair value.” He argued, “The low prices we are seeing…
Only Sell Your Stocks in These Cases
…potential future gains to avoid bone-crushing volatility, I have no problem with this strategy.” When you’ve determined that your risk profile, time horizon or circumstances have changed. Carlson argues that…
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…
Hedge Fund Manager John Paulson Steps Down
…10% year-to-date. The article notes that investors have been exiting Paulson’s funds for nearly a decade—to the point where the firm was managing less than $9 billion last year versus…
Eddie Brown’s Fund Outperforms Peers by Picking Great Stocks and Employees
…revenue growth, and a low-double digit or higher earnings growth.” Regarding his investment philosophy, Brown says his firm’s portfolios continue to be concentrated: “We’ve always invested in exceptional growth companies.”…
Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?
…other ratio that is referenced more often. There is also no ratio that is used more by systematic value funds. But the rise on intangible assets and other factors have…
How to Navigate a Stormy Stock Market in 5 Steps
A recent article by New York Times columnist Carl Richards offers investors a road map for riding out today’s market volatility: Give yourself a break: It’s okay to feel “scared…
For Alpha, ESG Isn’t Enough
…with high ESG ratings and high employee satisfaction outperform those with low ratings by nearly 6 percent. Yoon explained, “We know that employee satisfaction is related to firm value and…
Jeffrey Gundlach on Covid and Market Risks
…economy. Here are highlights from Gundlach’s comments: The Fed has “pulled out all the stops” in its efforts to thwart the economic volatility resulting from the coronavirus pandemic. Quantitative easing,…