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...But this fund has done noticeably better than its Russell 2000 benchmark, despite being basically a passive fund....
...The letter said domestic companies make up 4 per cent of Canadian pension funds’ assets, down from 28 per cent at the end of 2000....
...small-cap Russell 2000....
...But perhaps more importantly — given that most L/S funds actually have a clear long bias — its “Hedge Fund VIP” index of the chunkiest long positions has performed strongly....
...One effect is that indices based on a specific number of stocks — such as the S&P 500 or the Russell 2000 — now cover much larger segments of the market than they used to, potentially skewing risks and returns...
...While some overwrite on the S&P 500® index, others overwrite on the Russell 2000 or Nasdaq 100 indices, or even single stocks and sectors (not surprisingly, mega-cap Tech buy-write funds have been particularly...
...The move made sense: as the index fund price war has intensified, more and more of the cost of a fund is actually consumed by licensing brand-name indices like the S&P 500....
...On the surface, this hasn’t happened (at least in the large-cap world), given the S&P 500 rose by 10.2 per cent in the first quarter while the fed funds futures market went from pricing in nearly seven cuts...
...He pointed to the latest updates to long-running research by S&P Dow Jones Indices which shows that over 15 years more than 90 per cent of actively managed large-cap funds underperformed the S&P 500, and...
...They would pump in $1.8bn in debt to refinance maturing loans and fund working capital and the growth of new clubs, Equinox said in a press release on Friday....
...In another test, S&P looked at US mutual funds....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
...We’re just a few days from the end of 2023, and 72 per cent of S&P 500 stocks are underperforming the index year-to-date — the most since at least 2000, according to the data....
...Using only the quilt, which asset class do you think has made the most money for investors since 2000? If you guessed the navy square (S&P 500), congratulations!...
...It is out on its own — the Russell 2000 index of smaller companies is still around 20 per cent below the peak it hit in 2021, and is down by 1.2 per cent so far this year....
...Using ETF fund data from etfdb.com and equity market data from www.cboe.com, I calculated rebalancing flows for all US equity L&I ETFs on this day to be just over US$20 billion of equities sold, representing...
...The UK had mostly “missed” the post-2000 tech boom, Wilson said, but had some promising start-ups....
...The charge has been helped by the S&P 500, which has closed at a record high on 22 separate occasions during the quarter....
...By the year 2000, Fidelity, then the biggest fund company, was managing nearly $1tn, and US mutual funds as a whole had climbed to $7tn in assets....
...In his letter, he said his short holdings had generated annualised alpha — outperformance relative to broad market indices such as the S&P 500 and Russell 2000 — of about 8 per cent since the 2018 market...
...The Nasdaq Composite index of techy stocks jumped nearly 40 per cent in the year, 20 percentage points more than on the US benchmark S&P 500....
...“PE compensation is predominantly derived from the P&L of the firm — which is based on the management fee of the fund, and this is locked in for the life of the fund,” said Tom Thackeray, a partner at Heidrick...
...the S&P 500 within another Isa held with Vanguard....
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