This mutual fund has all the makings of a distinctive--and distinguished--core holding.
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 ...
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.
Finance experts don't necessarily invest as they advise.
Value's decade-long slump is testing contrarians' patience.
It’s indexing, but not passive.
Paul Winkler uses entertainment to teach the ideas of Fama-French to clients.