The pickings continue to get slimmer for a proven group of top fund managers as the market continues to trade around its all-time high.
Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.
Our top managers continue to put money into wide-moat firms.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
Our top managers continue to find attractive buying opportunities in wide-moat firms.
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
Our top managers continue to focus on higher-quality businesses, with dividend-paying stocks like Philip Morris International rising to the forefront during the most recent period.
Using the active share metric, we examine the degree to which these funds' portfolios differ from the benchmark.
Interest in Apple is heating up as the price falls, but how deep is the conviction?
A closer look at a dozen resurgent U.S.-stock funds.