Using their database of U.S.-based ETFs and mutual funds, Amy Arnott at Morningstar ranked the 15 top wealth creators in the industry in order to determine which funds have garnered…
Tag: Top Performing Funds
This 53-Year-Old Growth Fund Takes The Long View
The Franklin DynaTech fund is full of stocks that look expensive but that also long-term growth trajectories and big market opportunities, as detailed in an article in Barron’s. The fund,…
This Top-Performing Fund Manager Says Look At Intrinsic Value
Investors often conflate the terms “value” and “valuation,” but the distinction between the two makes all the difference. This according to a recent article in Barron’s. The article cites comments…
Some Funds Doubled Returns Last Year, But Is That Good News?
More than two dozen actively managed funds doubled their returns in 2020, a remarkable accomplishment but not necessarily a sign that active management is back. This according to a recent…
2020’s Top Performing Hedge Funds
The hedge fund industry earned $127 billion in 2020, “with some of the biggest firms dominated by human traders racking up record profits.” This according to data from LCH Investments…
This Winning Growth Fund Likes PayPal and Autodesk
A recent article in Barron’s highlights Polen Capital, describing the “high conviction, low turnover strategy” it has applied over the last three decades.” “The firm’s flagship Focus Growth strategy has…
Eddie Brown’s Fund Outperforms Peers by Picking Great Stocks and Employees
In a recent interview with Barron’s, Brown Capital Management founder Eddie Brown discusses his unconventional career path as well as his firm’s investment philosophy and opinions on women and minorities…
The Best-Performing Hedge Fund in the World is up 278% This Year
Singapore-based Vanda Global Fund Ltd., up 278% through July, has delivered an average annualized return of 40% since inception and is the best-performing hedge fund in the world according to…
Winner's Circle of Stock-Fund Managers
A recent article in The Wall Street Journalreports that the publication’s quarterly survey of actively managed U.S.-stock funds shows that “boring can be beautiful. In fact, in the midst of…
10 Characteristics of Top-Performing Investment Teams
A recent article in CFA Institute outlines the findings of a research project by Focus Consulting Group intended to identify the common attributes of high-performing investment teams. The study—which consisted…