Tetragon Financial Group Limited: Performance Report For Quarter Ended 31 March 2015
Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson.
In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson, John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.
What they are, where they came from, where they're going--and how to evaluate them.
Market-cap-weighted indexes can work against a contrarian value strategy.
This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals.
At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.
Common sources of return can now explain performance that was once attributed to skill.
While its complexity should give investors pause, this ETF attempts to improve on the traditional passive approach to value investing.