Hints and tips:
...However, on November 1, S&P Dow Jones Indices stripped Nigeria from the S&P Select Frontier index that the ETF tracks at a “zero-price”....
...But funds gained 6.1 per cent on average, compared with the S&P 500’s 26.3 per cent gain....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...It’s a far cry from the swashbuckling days of yore, when star managers like George Soros, Julian Robertson and Paul Tudor Jones made their profits and their reputations by taking big thematic bets....
...Robertson advised me, as a young rookie investor, not to overreact....
...Multi-manager hedge funds on the rocks Qatar bets on India’s Ambani Turkey’s IPO renaissance Multi-manager hedge funds meet their maker Three decades ago, when star traders such as George Soros, Julian Robertson...
...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, said 440 of Canada’s 900 ETFs are now actively managed....
...Harvard’s Kenneth Rogoff argues that even if inflation declines it will probably remain higher for the next decade than in the decade after the financial crisis....
...“Turkey is a trade, not an investment,” said Charlie Robertson, chief macro strategist at emerging markets focused fund manager FIM Partners....
...Virtu’s shares have fallen almost 10 per cent this year even as benchmarks such as the S&P 500 have rallied....
...Most striking was the 56 per cent loss suffered by Chase Coleman’s Tiger Global, the most famous of the so-called “Tiger cub” funds spawned from legendary investor Julian Robertson’s Tiger Management....
...Price [to] earnings ratios are close to historic highs,” said Kenneth Tropin, chair of Connecticut-based Graham Capital Management, which runs $17.7bn in assets....
...Bentley’s predecessor Steve Robertson left in 2020 with a £2.8mn pay-off....
...Ortenca Aliaj And so in years where you’ve had the S&P go down 20 per cent, you’ve had the multi-manager funds actually be up 15 or 10 per cent, in double digits....
...Over its two decades, the fund delivered average annual returns of more than 25 per cent, and beat the S&P 500 in 14 of the years....
...Berkshire Hathaway’s portfolio, for example, includes only two ETFs and both offer exposure to the S&P 500....
...Robertson’s Tiger Management beat the S&P 500 in 14 of the years between 1980 and 2000, helped by trades such as shorting the price of copper in 1996 and betting against the Thai baht the following year....
...Ro’s fund was down 2.8 per cent in the first quarter of this year, during which time the S&P 500 index lost 5 per cent, and fell 1 per cent last year, according to a person familiar with the returns....
...The resulting stock price surge lifted the company’s p/b sharply (with the caveat that measuring p/b is more art than science): Change is coming from on high, too....
...At the end of 2014 the 10 largest companies in the S&P 500 in terms of market cap had a combined weighting of about 17.5 per cent, he said....
...Thanks to Monet, the British art historian Kenneth Clark said, “every day we pause with joy before some effect of light which we should otherwise have passed without notice”....
...The fund’s “name, Strachman wrote, was inspired by Robertson’s habit of calling people ‘Tiger’ if he couldn’t remember their name.”...
...In contrast, the SPDR S&P 500 ETF Trust (SPY) — which tracks large US companies — was down more than 15 per cent over the same time period....
...US government bond markets took Powell’s speech in stride, according to Robertson....
...The plunge means this could be the right time to buy into battery technologies, says Kenneth Lamont, senior fund analyst at Morningstar....
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