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WHAT AMERICAN FUNDS RECENTLY BOUGHT AND SOLD

February 26, 2016    //   By Todd Rosenbluth

Unlike a passive ETF that tends to have more quarter to quarter consistency in its holdings and allocations, changes at active mutual funds should be expected. As such, S&P Global Market Intelligence thinks looking at the stakes at a large asset manager such as Capital Research and Management can provide interesting data points that could…

The Shareholder Activism Iceberg

January 4, 2016

Shareholder activists have continued to see an influx of investment dollars seeking to ride the success of their investment strategies. It should come as no surprise then that shareholder activism has grown to encompass what now includes 265 institutional investors according to S&P Capital IQ. In this post, we’ll dig into the public ownership regulatory…

What American Funds Bought and Sold Last Quarter

December 1, 2015    //   By Todd Rosenbluth

One of the benefits of active management is that a portfolio manager or team can increase or decrease exposure to a stock for fundamental and/or valuation purposes. Unlike a passive ETF that tends to have more quarter to quarter consistency in its holdings and allocations, changes at active mutual funds is to be expected. As…

What Fidelity Bought and Sold Last Quarter

November 30, 2015    //   By Todd Rosenbluth

One of the benefits of active management is that a portfolio manager or team can increase or decrease exposure to a stock for fundamental and/or valuation purposes. Unlike a passive ETF that tends to have more quarter to quarter consistency in its holdings and allocations, changes at active mutual funds is to be expected. As…

Which Investors still think Gold is the golden ticket?

November 20, 2015    //   By Tony Elyahou

With gold down more than 40% since its peak in 2011, it takes a strong stomach as a professional money manager to dig your heels in and hold on for the long haul.   Even more courageous is the proverbial “catching a falling knife.”  That is, to buy into gold with the hopes it will turnaround,…

What’s driving Fidelity Contrafund’s success?

November 10, 2015    //   By Tony Elyahou

*With well over $100 billion in equity assets, the Fidelity Contrafund is one of the largest actively managed mutual funds in the world.   Yet as of the date of this post, November 4, 2015, the Contrafund’s large size hasn’t hindered its ability to outperform its chosen benchmark, the S&P 500, over the last ten, five,…

So what exactly is Warren Buffett investing in anyway?

November 3, 2015    //   By Tony Elyahou

Legendary investor Warren Buffett often leads news headlines with his views on the economy and business world.   In this post, we’ll dig into where those ideas translate into actual dollars invested.    Specifically, we’re going to have a look at Berkshire Hathaway’s equity portfolio to understand the sectors and stocks he’s holding and buying. First, let’s…

Eyes Down Under: Will the Australian or New Zealand Stock Market be up or down as a result of the Rugby World Cup Final this weekend?

October 29, 2015    //   By Clive Cooper, Vice President and Head of Sales Pacific

Sport is an obsession amongst New Zealanders and Australians. The All Blacks and Wallabies are the national rugby teams and give an immense sense of pride competing at the World Cup being hosted in the United Kingdom. However, with this high regard comes the burden of having to win. Following losses, fans can be brought…

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