GuruFocus’s two-part interview with top fund manager Bill Nygren is a must-read, offering insights into Nygren’s incredibly successful value approach. (more…)
Category: Fund Performance
Is Smart Beta Not As Smart As You Think?
So-called “smart beta” funds have been all the rage over the past year or so. But in a recent piece for Alpha Architect, Wesley Gray highlights some data showing that…
Active Management: A Deeper Look at 2014
One widely reported theme of 2014 was the struggle of active fund managers, with the vast majority of S&P 500-benchmarked funds lagging the index over the year. But in a…
Heebner: Stocks Still Very Attractive
Top fund manager Ken Heebner says that, while the market is not as cheap as it was last year, he is still finding US stocks quite attractive. Heebner tells WealthTrack’s…
Herro: Don't Be Afraid To Underperform In The Short Term
Oakmark’s David Herro has beaten the market handily for more than a decade, and in a recent interview with Morningstar, he says that long term thinking and having the courage…
Fund Manager Of The Year Talks Strategy, Current Market
Morningstar International Stock Fund Manager of the Year Daniel O’Keefe recently appeared on WealthTrack with Consuelo Mack to discuss how his Artisan International Value and Artisan Global Value funds have…
Top Managers Talk Value
In a recent interview with Barron’s, top fund managers Daniel O’Keefe and David Samra discuss the value-focused approach they’ve used to beat the market and most of their peers over…
Study: Active Managers Turn Passive In Down Markets
Expecting your fund manager to help you limit losses if the market turns downward? The odds are against you, according to a new study. The study, titled “Is There an…
Tilson On His New Strategy
In his annual letter to clients, top value investor Whitney Tilson says he is getting back to basics now that he is managing money on his own. “I truly believe…
Zweig: Fund Flow Lessons Are Complicated
About $66 billion has flowed into stock funds and exchange-traded funds this year, leading some to say that it’s a contrarian sign to sell stocks. But on The Wall Street…