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Tag: Mutual Fund Cash Balances

7 years ago
Are Cash Holdings by Fund Managers a Harbinger of Doom?

“When you look at valuations today, to go back to a normal valuation the market would have to fall by more than half,” says fund manager Stephen Yacktman, whose $8.5…

9 years ago
Funds Holding Less Cash: Why and to What Effect?

In a Wall Street Journal Moneybeat blog post, financial reporter Jason Zweig highlights the decline of cash holdings in funds. He observes that “between 1986 and 1995, stock funds held…

Recent Original Research
August 29, 2025
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Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
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Small Caps Are Heating Up: Can the Motley...
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Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
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