Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Tag: Mutual Fund Performance

Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
5 years ago
Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler

John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund industry. John has been with Morningstar…

Mutual Fund Past Performance Predicts Future?
5 years ago
Mutual Fund Past Performance Predicts Future?

A new study co-authored by Yale School of Management finance professor James Choi has found that there is no longer a correlation between a mutual fund’s past and future performance.…

7 years ago
Want Consistent Market Outperformance? You May Want to Think Again

By Justin J. Carbonneau (@jjcarbonneau) —  We run over 40 quantitative models at Validea. They run the gamut of investing styles. Any time we can find a model from a…

8 years ago
Sometimes Investing Success Means Riding Rough Road

Hedge fund manager and author Joel Greenblatt says that the majority of top mutual fund managers spent at least three years lagging well behind others, says a CNBC article by…

9 years ago
When Choosing Fund Managers, Maybe Less is More

It may pay to go for mediocre rather than stellar when selecting fund managers, according to last week’s post in Enterprising Investor by Joachim Klement, CFA. While studies have shown…

9 years ago
Does a Manager's Track Record Matter?

While it may be logical to assume that a more experienced fund manager would have a better performance record, it isn’t necessarily so. This according to a recent study from…

9 years ago
Active Share is not a Predictor of Fund Performance

At a time when fund expenses are increasingly under scrutiny, some have turned to active share (the level of correlation between an index fund and its benchmark) as a predictor…

9 years ago
Morningstar Study: Long-term Outperformance Not Predictive of Future Outperformance

The AAII Journal reports on a recent Moringstar study that found no link between long-term performance and future performance. The study (which is available here), as AAII Journal reports, “looked…

Recent Original Research
June 3, 2025
The Power of Dividend Growth Stocks: How Growing...
Dividend growth investing focuses on companies that consistently increase their dividend payouts, offering investors a growing income stream and potential for capital appreciation. This strategy can be particularly effective in combating inflation and building long-term wealth. What...
June 2, 2025
Top Warren Buffett Stocks – June 2025
Warren Buffett has built his investment approach around one core idea developed through decades of market success: purchasing outstanding companies at reasonable prices beats buying mediocre companies at bargain prices. His strategy focuses on finding businesses with...
June 2, 2025
Build a Resilient Investment Strategy With The All...
Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. Designed to withstand both inflationary and...
May 30, 2025
Semiconductor ETFs Are Breaking Out – Here’s What...
The semiconductor sector is once again lighting up with momentum - and this time, it’s not just about Nvidia. According to Validea's latest ETF Breakout Alert (as of May 30, 2025), three semiconductor-focused ETFs have emerged as...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved