Search results for
Tag: active managers
Chart of the Month – Active management is back but beware of the next equity sector rotation!
Active Management is back but beware of the next equity sector rotation! After a tough 2016, active managers (long-only stock pickers and hedge funds) are back in business and outperform their benchmark since November of last year. This is due to two main reasons: Number 1: Sector and stock correlation…
READ MORE
Portfolio managers beware: factor based ETFs and how they can be helpful
Breaking down your broad universe of food groups into their more basic elements and nutrients is now part of our daily habits. Checking labels for sugar, fat, carbs and protein content isn’t just the remit of Californian health freaks but something that is part of every shopper’s habit nowadays. Although…
READ MORE
A (deep) contrarian view: Buy the basket of top holdings in US Hedge Funds
BUY THE BASKET OF TOP HOLDINGS IN US HEDGE FUNDS CURRENT SITUATION 2016 has been a very tough year for active managers, especially in the equity US market (both hedge funds and long only funds). From 31-Dec-15 to 30-April-16, the SP500 NTR has gained 1.73% whereas the Tremont Long-Short Index…
READ MORE