Money and Finance
- A Few Good Reasons To Hoard Some Cash Now - By Jason Zweig
The stock market is near record highs. More money came into U.S. stock mutual funds the week of Oct. 23 than during any other week since 2007. Initial public offerings like Twitter are booming. So have you considered keeping more of your assets in cash?...
- Cash Gives The Private Investor An Edge – By Merryn Somerset Webb
Fund managers don’t like holding cash, but individual investors can and should I wrote last week about the many ways in which traditional long only fund managers are institutionally prevented from performing as well as they should – given their above-average...
- Are Retail Investors ‘fleeing’ Stocks? – By Jason Zweig
Make no mistake: Individual investors are selling more U.S. stocks than they are buying, as my colleague Jack Hough pointed out this weekend. But it’s wrong to rely on mutual funds as the sole or primary indicator of retail flows into or out of U.S....
- Martin Capital Management Launches First Fund
Elkhart, Indiana-based Martin Capital Management, LLC, has launched its maiden mutual fund, the Martin Focused Value Fund (MFVRX/MFVIX), which will bet undervalued shares of publicly traded U.S. companies. The fund is managed by firm founder Frank K....
- Investing In Actively Managed Funds
I've been reading a couple of Finance blogs mostly by Singaporeans, and I noticed that one of them (name shall not be mentioned) has chosen to invest with OCBC Blue Chip Investment Plan (BCIP) I did also talk about OCBC BCIP on a previous blogpost, http://teenageinvesting.blogspot.sg/2014/08/the-beginning-of-your-investment.html...
Money and Finance
Mutual Fund Observer: April 1, 2013 Commentary
Found via Abnormal Returns. One addition I'd add to the list in the commentary is the Martin Focused Value Fund (MFVRX), which I believe is a little over 90% cash right now.
For those interested in other managers who’ve followed Mr. Cinnamond’s prescription, I sorted through Morningstar’s database for a list of equity and hybrid managers who’ve chosen to hold substantial cash stakes now. There’s a remarkable collection of first-rate folks, both long-time mutual fund managers and former hedge fund guys, who seem to have concluded that cash is their best option.
This list focuses on no-load, retail equity and hybrid funds, excluding those that hold cash as a primary investment strategy (some futures funds, for example, or hard currency funds). These folks all hold over 25% cash as of their last portfolio report. I’ve starred the funds for which there are Observer profiles.
- A Few Good Reasons To Hoard Some Cash Now - By Jason Zweig
The stock market is near record highs. More money came into U.S. stock mutual funds the week of Oct. 23 than during any other week since 2007. Initial public offerings like Twitter are booming. So have you considered keeping more of your assets in cash?...
- Cash Gives The Private Investor An Edge – By Merryn Somerset Webb
Fund managers don’t like holding cash, but individual investors can and should I wrote last week about the many ways in which traditional long only fund managers are institutionally prevented from performing as well as they should – given their above-average...
- Are Retail Investors ‘fleeing’ Stocks? – By Jason Zweig
Make no mistake: Individual investors are selling more U.S. stocks than they are buying, as my colleague Jack Hough pointed out this weekend. But it’s wrong to rely on mutual funds as the sole or primary indicator of retail flows into or out of U.S....
- Martin Capital Management Launches First Fund
Elkhart, Indiana-based Martin Capital Management, LLC, has launched its maiden mutual fund, the Martin Focused Value Fund (MFVRX/MFVIX), which will bet undervalued shares of publicly traded U.S. companies. The fund is managed by firm founder Frank K....
- Investing In Actively Managed Funds
I've been reading a couple of Finance blogs mostly by Singaporeans, and I noticed that one of them (name shall not be mentioned) has chosen to invest with OCBC Blue Chip Investment Plan (BCIP) I did also talk about OCBC BCIP on a previous blogpost, http://teenageinvesting.blogspot.sg/2014/08/the-beginning-of-your-investment.html...