Tag Archives: Selection

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: QE3’s Big Winners – Positioned for the Printing Press

While attention has focused on bond fund managers who benefited from the Fed’s much anticipated announcement of the next phase of Quantitative Easing (QE3) on Thursday September 13th, what happened with equity fund managers? Hindsight may be 20/20, but it is no secret that equity markets have responded ebulliently to past announcements; after all, money […]

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Chart of the Week: Reversal of Fortunes – Fairholme Fund

Fairholme (FAIRX), managed by Morningstar’s Domestic Equity Fund Manager of the Decade, Bruce Berkowitz, has been the top performing large-cap U.S. equity fund YTD 2012 (through June 22nd). After being at the bottom of the large-value category in 2011 with a 32% loss, investors are being rewarded so far in 2012. The below chart shows […]

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North America Equity – USD Denominated Funds

North America Equity USD denominated funds’ performances range from -54.91% to 13.04% over the last 52 weeks (ending December 2, 2011), in USD terms. On average, the best 5% of the funds outperform the market (pegged to the S&P 500 Index) by approximately 5.13% and the worst 5% underperform by approximately 15.73%. We last analyzed […]

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Bond Global

Bond Global funds’ performances range from -8.83% to 42.73% over the last 52 weeks (ending July 29, 2011), in EUR terms. On average, the best 5% of the funds outperform the market (pegged to the Barclays Capital Global Aggregate Bond Total Return Index) by approximately 11.60% and the worst 5% underperform by approximately 3.88%. The […]

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Global Equity

Global Equity funds’ performance ranges from -25.83% to slightly over 89% over the last 52 weeks (ending December 31, 2010), in EUR terms. The best 5% of the funds outperform the market (pegged to the MSCI World TR Index) by 12.6% and the worst 5% underperform by approximately 25%.What role do favourable style allocations play? […]

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Bill Miller vs. Manu Daftary – 2005 Duel Results

This Returns-Based Style Analysis perspective compares two market outperformers, Legg Mason Value Trust and Quaker Strategic Growth Fund, to gain further insight into each fund’s performance over 2005. Click here to download the PDF

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