Can Buy-Side Fund Active Weights Forecast Stock Performance?

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Rupert Hargreaves
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A correctly functioning stock market requires two parties. A buyer and seller, someone who has a positive view on the stock they are acquiring, and someone who has a negative view on the stock they are selling. Without two parties there is no market. This simple description outlines the very essence of active investment management: Disagreement. Does Passive Investing Have A Cap Of Market Cap? Passive Assets To Cool As QE Ends? BoA Sell Side Indicator Shows No Euphoria …. Yet Large Cap Funds Have Impressive H1, With 54% Beating Benchmarks To take the analogy one step further, the only…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk