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 that less is more,” writes Tilson in his first annual letter since he and former business partner Glenn Tongue parted ways. “Going forward, the funds […]
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Zweig: Fund Flow Lessons Are Complicated
February 1, 2013 
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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 Journal’s Total Return blog, Jason Zweig says it’s more complicated than that. “After all, $66 billion is less than 1% of total assets at stock […]
Read moreRitholtz: September Is “Make or Break” for Cyclical Bull
August 28, 2012 0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is about equal-weight on equities right now (based on his normal 60%/40% stock/bond allocation), which is down from the beginning of the year and moving toward […]
Read moreLittle-Known Manager, Huge Returns
March 29, 2012 0 Comments
A recent article in Investment News highlights a mutual fund manager you probably don’t know — but you should. The manager, James Wang of the Oceanstone Fund, has returned 41% over the past five years — annualized. That beats the S&P 500 by about 39% per year. “Indeed, a $10,000 investment at the fund’s inception […]
Read moreTop Small-Cap Manager Plays It Safe
December 9, 2011 0 Comments
Small-cap growth is an area of the stock market that would seem to imply frequent trading and extra risk. But Jeff Cardon, whose Wasatch Small Cap Growth Fund has been one of the best performers in its class for more than a decade, has built a strong track record without high turnover or added risk. […]
Read moreTop Fund Managers Looking to Bounce Back
October 11, 2011 0 Comments
Many fund managers with strong long-term track records have been hit hard during the market’s late summer/early fall tumble. But, according to Barron’s, that makes several of those funds attractive bargains right now. Among the funds Barron’s examines: Delafield Fund: Delafield has returned 9.6% annualized over the past decade. While it’s down 16.2% this year, […]
Read moreTop Fund Manager Putting Cash To Work
August 29, 2011 0 Comments
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick tells Barron’s that he’s been buying stocks in the past few weeks as markets have struggled. But, he adds, “this isn’t a time to put […]
Read moreSwensen on the Dangers of Mutual Funds
August 24, 2011 0 Comments
Yale endowment manager David Swensen has produced exceptional long-term returns over the long haul. And in a recent op-ed for The New York Times, he takes aim at some of those who haven’t been able to do that: mutual funds. “Too often, investors believe that mutual funds provide a safe haven, placing a misguided trust […]
Read moreBolton Remains Confident in China
June 24, 2011 0 Comments
While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund […]
Read moreGreenblatt on Why Fund Managers Fail
June 13, 2011 1 Comment
In an article for RegisteredRep.com, hedge fund guru Joel Greenblatt takes a look at why so many mutual funds fail to beat the market averages over the long haul, and offers tips for how the “little guy” can beat the market. One big thing that hurts mutual fund performance, Greenblatt says, is fund fees, which […]
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