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Chasing Mutual Fund Performance: Follow the Momentum?

September 3, 2018 Bilal 0

Chasing Mutual Fund Performance: Follow the Momentum? https://ift.tt/2wEQdph Chasing Mutual Fund Performance: Follow the Momentum? Chasing mutual fund performance suffers from a bad reputation these days. Of course, perspectives change all the time in finance. What was once considered poor form often becomes best practice and vice versa. Leveraged buyouts and activist investors, for instance, were once looked downs on by much of the sector, but today their milder incarnations are staples of pension fund portfolios and are perceived as forces of good, not evil. So maybe investing in the best-performing mutual funds isn’t a bad strategy. It is certainly […]

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Valuation vs. Momentum Investing

September 2, 2018 Bilal 0

Valuation vs. Momentum Investing https://ift.tt/2C2DXoH Bill Spitz (who is known to the readers of this blog for his prescient calls in the past, As Risk Increases, Spreads Widen) has written another gem documenting the "manias" leading up to the current market.  Students will learn something about about two strategies for investing:  Valuation (long run) vs. Momentum (short run).  Here is the bottom line advice: There are widely accepted and time tested methods of forecasting returns on various asset classes.  While we work very hard at refining the inputs to the process, you should understand that they vary considerably over time rendering […]

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Valuation vs. Momentum Investing

August 31, 2018 Bilal 0

Bill Spitz (who is known to the readers of this blog for his prescient calls in the past, As Risk Increases, Spreads Widen ) has written another gem documenting the “manias” leading up to the current market. Students will learn something about about two strategies for investing: Valuation (long run) vs. Source: Valuation vs. Momentum Investing