Tag Archives: excess performance

Chart of the Week: Sector Underperformance Can Hit Even Top Stock Pickers

Investors with Vontobel Asset Management’s Rajiv Jain, Morningstar’s 2012 International-Stock Fund Manager of the Year, have a lot to be happy about. His 40 Act funds under the Virtus label performed very well in 2012 – to say nothing of their longer-term performance – and his Virtus Foreign Opportunities Fund (JVIAX) outperformed the MSCI All […]

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Chart of the Week: GMO Quality – Accidental Allocator

Salient Points: 1.  Over the past 12 months, GMO Quality emerged as the best ‘timer’ or sector allocator of any fund in the large- and multi-cap U.S. equity universe, when weighed against the S&P 500. 2.  Ironically, the fund is known for its stock selection. 3.  Its outperformance is attributable to consistent, steady exposure to […]

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