High return dispersion and volatility are a stock picker’s nirvana.
Funds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
A simple question asked over 25 years ago, “How should we group and evaluate active equity fund managers?” has evolved into a powerful foundation for rethinking how we look at markets and investment managers.
There is mounting concern about geopolitics, interest rates, the economy and the length of the current market expansion. A long-term view can help to put things in perspective and perhaps relieve some anxiety.
Classifying funds based on their investing strategies instead of via the traditional style grid presents a new way to look at diversification.
As published on Advisor Perspectives July 23, 2018
By Robert Huebscher
How does a proven tactical strategy work when the market signal is driven by behavioral crowds? In this interview, C. Thomas Howard, PhD of AthenaInvest reveals how their global tactical portfolio outperforms with a unique behavioral approach.