How aggressively a fund pursues value is an important consideration.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
This mutual fund has all the makings of a distinctive--and distinguished--core holding.
Momentum is so pervasive that it appears among both individual securities and entire indexes.
Two of the mutual fund world’s biggest thinkers square off on factor investing.
Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.
The smartest people don’t necessarily run the best funds.
Paul Winkler uses entertainment to teach the ideas of Fama-French to clients.
It’s indexing, but not passive.