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Tag: Management Fees

Record-Low Money Management Fees About to Sink Lower
5 years ago
Record-Low Money Management Fees About to Sink Lower

Fees for money managers are “set to be squeezed even further in 2021,” according to a recent Bloomberg article. A survey from Brown Brothers Harriman involving over 50 executives overseeing…

6 years ago
One Manager's Radical Idea: Zero Management Fees

“The problem for active management is not high fees,” says a recent article in Institutional Investor, “but rather that they charge investors during inevitable periods of underperformance.” This according to…

6 years ago
Fund Fees, Already Driven to Zero, May Have Farther to Fall

A recent New York Times article reports that “something mind-boggling in on its way” with respect to investment fees, which it says “have dropped so low that you may have…

6 years ago
Buffett Annual Letter Offers Advice to Pensions and Endowments

In his annual letter to Berkshire Hathaway shareholders, CEO Warren Buffett tells pension funds and endowments to eliminate high-cost “helpers” that eat into returns, according to an article in Chief…

9 years ago
Zweig Says Fees Should be Linked to Performance

The practice by many fund managers of charging flat fees to clients regardless of their performance isn’t fair to investors, says Jason Zweig of The Wall Street Journal. The tides…

9 years ago
Low Cost and Know-How Key to Active Management Success

In an interview with Morningstar, Vanguard’s Daniel Wallick shares his perspective on how investors can successfully use active management. With respect to investors becoming “a bit disillusioned” when they see…

Recent Original Research
July 29, 2025
Ten Top Momentum Stocks – July 2025
Momentum investing leverages the market phenomenon where outperforming stocks tend to maintain their strong performance by focusing on securities that consistently exceed both peer companies and market benchmarks. This disciplined approach goes beyond merely following price increases,...
July 28, 2025
Powering the Future: 5 Utility & Energy Stocks...
The energy sector is at a pivotal moment. With the Trump administration signaling strong support for the energy sector, rolling back regulations to encourage domestic production, and championing U.S. leadership in the AI revolution, the backdrop for...
July 26, 2025
Ten Top Wide Moat Stocks – July 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats can represent opportunities for long-term investment success. These businesses possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational efficiencies, or unique...
July 25, 2025
Ten Top Peter Lynch GARP Stocks
Validea's investment methodology draws from Peter Lynch's successful track record managing Fidelity's Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. The framework emphasizes the PEG ratio, which...
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