How To Build A 4.75% Income Fund

Want to build a diversified, tax-efficient, and low-cost income fund for your clients? Here’s a surprising way to do that with a broad-based index fund like the S&P 500. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay According to S&P Dow Jones Indices, the S&P 500 had a 4.75% yield [...]


High-Quality Opportunities In International Small-Cap Stocks

PM Mark Rayner discusses Brexit and details the opportunities created by 4Q18’s steep decline. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay Although they haven’t been as extreme as their domestic cousins, international small-caps also saw a negative fourth quarter followed by a strong recovery so far in 2019. The [...]


The Case For Managed-Risk Strategies

In times of volatility, managed-risk strategies have become very popular. Institutions have been using these strategies for a long time, and thanks to the ETF vehicle they are now accessible to financial advisors and end investors. Irma Bribiesca, who is the director of ETF strategy and product management for [...]


Everything You Fear About MMT Is Already Here

Many Americans are worried about “modern monetary theory.” Q4 hedge fund letters, conference, scoops etc sallyjermain / Pixabay They fear a future Congress will use it to justify sharply higher spending and enlarge the national debt to unsustainable levels. That may well be the case, but most seem unaware these dreadful things are [...]


Lesson From The Munger Partnership

Before he became Warren Buffett’s right-hand man at Berkshire Hathaway, Charlie Munger ran his own investment partnership where he established an impressive track record for himself. In fact, the Munger partnership performance earned him a place in Warren Buffett’s now famous essay, The Superinvestors of Graham and Doddsville:Get The Full [...]


The Biggest Mistake Investors Made In The Financial Crisis

The financial crisis will forever be remembered greatest market crisis’ and economic disruptions of all time. All investors, no matter what their experience, industry or firepower were tested during 2008 and 2009. Even today, nearly ten years on those managers who managed to escape the year unscathed, or emerged with [...]


Sequoia Fund: Investing In The Tech Bubble [Pt. 5]

Since its founding in 1970, the Sequoia has earned its reputation as one of the best investment funds ever to have existed. But, as I have covered throughout this series, the fund and its founders, Bill Ruane, Richard Cunniff, and Robert Goldfarb, faced an uphill struggle in its early years. If [...]


Seven Centuries Of Commodity Reversals

Seven Centuries of Commodity ReversalsAdam Zaremba, Robert Bianchi, and Matuesz Mikutowski A version of this paper can be found here.Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay What are the research questions? As the asset pricing research on the “very long-run” has been growing over the past years, it’s great to see [...]


The Economies Adding The Most To Global Growth In 2019

Global economics is effectively a numbers game. Q4 hedge fund letters, conference, scoops etc As long as the data adds up to economic expansion on a worldwide level, it’s easy to keep the status quo rolling. Companies can shift resources to the growing segments, and investors can put capital where it [...]


Put Into Perspective – Hedge Fund Correlations

"Put into perspective" - the monthly newsletter of Skenderbeg Investment Management Q4 hedge fund letters, conference, scoops etc "Markets attract those who want to make quick money but rewards only those who are comfortable getting rich slowly." - D. Muthukrishnan Hedge Funds Hedge fund strategy returnsJP Morgan Hedge funds and the US equity marketJP [...]


Using Flexible Spending To Achieve Financial Goals

Financial planning and specifically portfolio “safe” withdrawal rates are often viewed and analyzed from the perspective of rigid rules that can’t be broken – i.e., you will take an inflation adjusted 4% of starting portfolio value every year regardless of past performance. This rigidity is beneficial in understanding how [...]


Top U.S. Companies By Import And Export Volume

Nothing has transformed our economy quite like containerized shipping. Q4 hedge fund letters, conference, scoops etc From Rotterdam to Singapore, we see tangible evidence of the world’s bustling maritime shipping network as cranes load and unload uniform containers in a flurry of activity. The efficiency of this system has massively impacted [...]


Women In Private Equity And Hedge Funds – February 2019

Analyzing the demographics of more than 280,000 industry professionals on our database, Preqin looks at the representation of women in hedge funds and at private equity firms* according to geography, seniority and role type. Q4 hedge fund letters, conference, scoops etc Women In Private Equity Key FactsWomen are primarily employed in investor relations [...]


How And Should You Even Invest In Bonds? [Part 1]

I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]


Walmart Will Crush Amazon?

Last week, Amazon announced that it would launch its own grocery chain. Q4 hedge fund letters, conference, scoops etc Desertrose7 / Pixabay This is Amazon’s second big leap into groceries. In 2017, the company bought grocery chain Whole Foods for $13.7 billion. All of this prompted a number of speculations about Amazon’s move [...]


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