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...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....
...I bought an S&P 500 fund a few weeks later, selling again in September for a tidy 12 per cent profit. I felt smug after share prices dropped almost a tenth over the subsequent two months....
...See if you can you can spot why: Portfolios ended 2023 with “a record tilt toward momentum” and “the largest tilt towards growth since 2016”, says Goldman Sachs in its latest hedge fund tracker....
...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....
...There they can remain until they are so large they qualify for the S&P 500, or are flipped to another PE fund or rival company....
...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....
...Back in 2019, my colleague Oliver asked Buffett if he should put Berkshire or an S&P tracker fund into his young son’s college fund....
...Plans to raise €1.25bn via listing could fund further deals and consolidate ownership of businesses in which it has acquired majority stakes....
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...Two managers of UK stock funds wrote to say I was not looking hard enough....
...(Zoomable version) Cboe’s Mandy Xu (previously head of equity derivatives strategy at Credit Suisse) also concedes that the growth in derivatives-based income funds has been “jaw-dropping”....
...It also impedes liquidity, which is so vital both for all stock markets, and for growth funds, the natural investors for tech stocks....
...They will pump $1.8bn in the gym chain to refinance maturing loans and fund working capital and the growth of new clubs....
...In another test, S&P looked at US mutual funds....
...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....
...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...
...The month-to-date performance isn’t quite that bad, but for manilla and growth funds it’s still well below the 2022 level....
...Actively managed exchange traded funds have surged to 30 per cent of all ETF assets in some countries, pointing to huge growth possibilities in the US and Europe where active ETFs still have a far smaller...
...Deep down, he’s a historian; it just so happens that running dividend-focused funds at Federated Hermes is his day job.)...
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...In the US, the S&P 500 has added 7.9 per cent....
...Exchange traded funds have taken over as the dominant holding in the fast-growing multitrillion-dollar US model portfolio market, helping to turbocharge their already rapid growth....
...The US S&P 500 was little changed following the previous day’s losses....
...Likewise, the $174mn Amplify BlackSwan Growth & Treasury Core ETF (SWAN), which launched the same year, invests 90 per cent of its assets in Treasuries, with the remainder in S&P 500 call options, “seek[...
...By the way, that long-term data remains miserable: However, some eagle-eyed FTAV readers might have spotted an interesting tidbit in the first table: large-cap growth fund managers had a phenomenal year...
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