Buy Some Unloved Sectors Of The Market UNLOVED vs. LOVED RETURNS Annualized returns past 20 years over 3-year holding periods Unloved Funds 10.4% Loved Funds 6.4% Source: Morningstar “Unloved” Categories 2013: Large-growth funds Commodity funds Precious metals funds Kinnel’s “Unloved” Picks Primecap Odyssey Growth (POGRX) Harbor Commodity Real Return Strategy (HACMX) Oppenheimer Gold & […]
CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET
HOW A WOMAN INVESTOR DIFFERS FROM A MAN
That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
Ken Heebner: Great Contrarian Investor
KEN HEEBNER: GREAT CONTRARIAN INVESTOR
What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now. Capital Growth Management’s Ken Heebner answer those questions and more.
ROBERT ARNOTT: A Better Mousetrap?
ROBERT ARNOTT ACTION POINT
Be Open To New Investment Ideas But Don’t Bet The Farm On Them -Fundamental Indexation – Weights stocks based on key fundamentals, not price. -Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.