- LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
“PATIENT CAPITAL” OUTPERFORMS
High “Active Share” Portfolios
= 2%+ average annual outperformance
Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek
- WINTERS: ACTIVE OPPORTUNITIES
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters.
- WINTERS: MARKET MANIA?
As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles. Continue reading →