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When, Where, and for How Long

The Big Picture

Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well. November 4, 2016) Bull & Bear Markets _ 1. Note we have not even referencing the valuation debate.

Economics 299
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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund.

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Arnott: Put Money In Multi-Factor Strategies

Validea

Back in 2016, founder of Research Affiliates Rob Arnott was cautioning against multi factor strategies. In 2016, Arnott argued that factors can only perform when their valuations are unusually inexpensive. large-cap value stocks; as of September 2022, they were priced at only 27% of growth stocks valuations.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

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Just Put It All Into.

Random Roger's Retirement Planning

At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.