This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”
Warning fictional post. There is so much cheap money around I fear that if I don’t include such a warning, some will think this is real and want me to send them the prospectus! Continue reading “AVOID THIS LIC FLOAT IN 2018!”
In a bull market like we have seen this year, it is easy for most investors to think they are quite talented. There haven’t been too many weak areas in the markets. Chances are, whatever your method is it is probably at least delivering very solid absolute returns. I must go back about two years to find a period that provided a slight test of investor’s nerves. It has led me to think of a couple of well known sayings in the market. Continue reading “We are all gurus in a bull market, Obscure exchange listings, The other Future Generation Fund & Simpler times.”
Being a contrarian investor is easy, just find some stock ideas that are not popular. Doing it successfully is not so easy! I have been doing my own little experiments lately and getting some indication of investor sentiment anecdotally with a very small sample set, and I don’t think my boring investment style is that interesting right now in a raging bull market. Continue reading “TWO LICs YOU WILL PROBABLY HATE.”
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.