Socially Responsible Investing Report – July 2017
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the July 2017...
Read MoreWRAP Funds Report – July 2017
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – July 2017
Each month, we analyze nearly 2000 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our July 2017 Investment Fund Ranking Report here.
Read MoreInvesting for the Crash
Valuations could lead to market turbulence. A strategy and discipline required to weather the storm… In recent weeks, there has been a lot of talk about the potential for a big market correction as we head into the summer and the fall, which has historically been the most volatile period for stocks. There are many reasons for some concern, with valuation levels leading the pack. While...
Read MoreBuffet vs. Hedge Funds
Nearly a decade ago, Warren Buffet made a bet with hedge fund manager Ted Seides that the S&P 500 would outperform a basket of hedge funds over a ten-year period. Recently, Mr. Seides conceded he lost the bet, with the basket of hedge funds gaining 22% while the S&P 500 rose by 85%. With this much of a hurdle, there was no way Mr. Seides could win.
This proved to be excellent fodder in Mr. Buffet’s latest investor letter, where he claimed that hedge funds, and other forms of active management was a sucker bet, and investors are better off with low cost passive index funds or ETFs.
While this makes interesting copy in the media, I believe that Mr. Buffet is over simplifying things somewhat.