Mutual fund performance makes hedge funds look good!

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Rupert Hargreaves
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Mutual fund performance makes hedge funds look good Only 16% of large-cap mutual funds are beating their benchmarks year-to-date, according to Goldman Sachs’ Mutual Fundamentals Portfolio Strategy Research report published at the end of last week. Mutual Fundamentals analyzes positioning of 435 mutual funds with $1.5 trillion of assets under management. The report, which looks at trends, developments and the performance of funds across the mutual fund industry the current percentage of funds beating their benchmark is less than half the 10-year average of 37%. Large-cap growth funds have posted the weakest relative performance with only 9% of funds outperforming…

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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