As I’ve written previously on our blog, one of the firms that makes a strong case for the value of actively managed investment portfolios is Vanguard. If this sounds paradoxical, it’s only because there’s a lot of public misunderstanding about what the debate over ...
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Clients of O’Brien Greene have the advantage of owning their investments through separately managed accounts, which may be the best way to invest over the long term. Let me explain. In his 2011 letter to shareholders of Berkshire Hathaway, Warren Buffett defined “investing” ...
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The Wall Street Journal reports that the SEC has approved a proposal from fund company Eaton Vance to offer actively managed exchange-traded funds (ETFs) that don’t automatically track an index and don’t disclose their holdings day-to-day. Apart from a few actively managed bond ...
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We’ve written a number of skeptical posts on the recent broker-led push for “liquid alternatives,” which are hedge funds investment strategies offered through mutual funds. Now comes this report from Bloomberg News that Goldman Sachs is considering buying IndexIQ, a firm that ...
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The path from a good investment theory to a good actionable investment is a tricky one. The other day Ben noted how investing requires both narrative and numbers, and neither alone is sufficient. One of the strongest big-picture investment narratives is the long-term growth potential of ...
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