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Tag: Mutual Fund Performance

Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
3 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?
3 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.…

5 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…

6 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…

7 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…

7 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…

7 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…

7 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…

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Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I recommend you check it out before you...
April 5, 2023
The Long and Short of Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. And that makes a lot of sense. If we want to adopt an investment strategy that...
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
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