Archive | January, 2013

The View from the Top: Gundlach, TCW and MetWest

        Nominated as fixed income fund manager of the decade by Morningstar and now leading the fastest growing mutual fund (by assets) in history, Jeffrey Gundlach has enjoyed no shortage of accolades. Indeed, many investors and industry watchers suggest the bond king crown belongs on his head. With the growing chorus telling […]

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Russell Stability Indexes™: Usage in Fund and Portfolio Analysis

What are they? In 2010, Russell launched the Russell Stability Indexes. We believe that the index series is very useful for investment practitioners and fund analysts looking to better understand exposures and risk factors – particularly those associated with sensitivity to economic cycles and price of stocks – exhibited by funds and portfolios. The Russell […]

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Chart of the Week: FB – Change in Estimated Mutual Fund Exposure Since IPO

As we say “goodbye” to 2012, we turn back to the year’s biggest IPO and history’s largest tech IPO, Facebook (NASDAQ: FB). The intention of the original post on FB was to see what quantitative analysis of a galaxy of mutual funds using daily data over a very short time period can actually show a […]

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