Tag: active versus passive investing

AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?

Within the active v passive investing debate I think it sometimes focuses too heavily on active managers with large portfolios. I shall explore why active management can make sense with smaller portfolios. Continue reading “AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?”

ASX INDEX ETFs, LOW FEE GRANDFATHER LICs SIMPLE NOT EASY.

Is there even such a thing as a simple passive investment strategy?

Before rushing into ASX index ETFs or index hugging low fee LICs, there are many behavioural biases to think about. I will explore below what you should think about first to better equip yourself to this popular strategy. 

Firstly, let’s get started early with the obligatory Warren Buffett reference you always come across from any financial article in the media. (Hey at least I didn’t put it in the headline with a huge picture like most do). I consider a key driver behind the popularity of ETFs in recent times is due to media attention given to Warren Buffett’s Berkshire letter in 2013 that discussed a strategy for the trustee for his wife’s inheritance. Continue reading “ASX INDEX ETFs, LOW FEE GRANDFATHER LICs SIMPLE NOT EASY.”

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”

Some recommended value investing books

I said I would do this quite some time ago so finally wanted to write down some thoughts on some books I have read over the last few months that others may find interesting. Continue reading “Some recommended value investing books”