Tag Archives: Mutual Funds…

Analysis on US and Canadian Indices and mutual funds

Analysis on US and Canadian Indices and mutual funds

This videos shows why you need to focus really on American ETFs if you are in North America

Join my FREE newsletter to learn more about my analysis on ETFs

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!

Download our BRAND NEW samples for trading analysis for Mutual Funds and Indices performance from Canada and USA

Download our BRAND NEW samples for trading analysis for Mutual Funds and Indices performance from Canada and USA

Get our samples here s I just posted new scans of a promising market sector for Canada and USA

Get the sample here

Join our FREE newsletter to learn about our new trading analytics come full aboard

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!

My quant analytics will now work with mutual funds and indices with beta and EPS analysis

My quant analytics will now work with mutual funds and indices with beta and EPS analysis

This may work with some adjustments in scripts and queries. Cool. This for this system here.

Join my FREE newsletter to see further videos on this

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!

From Morningstar article: Hedge strategies commonly used in alternative mutual funds like hedge funds

From Morningstar article: Hedge strategies commonly used in alternative mutual funds like hedge funds

Morningstar article had this gem below!

Any moron does not believe you can learn from major media, is that a moron. Tell them I sent you.

Hedge strategies commonly used in alternative mutual funds include:

  • Event Driven: Based on corporate events, such as mergers, reorganizations, management changes.
  • Global Macro: Focused on macro-economic driven opportunities across numerous markets and asset classes.
  • Long-Short Equity: Seek to buy attractive companies and short sell weak companies; seeks to produce returns while helping reduce unintended or market risks.
  • Relative Value: Look for perceived pricing inefficiencies between markets, companies, or within the capital structure of a specific company.

When interest rates go up bonds will naturally suffer somewhat, as bond prices trade inversely to yield. In my view, equities generally could probably weather the environment, or at least tread water.  However, I think an alpha-seeking approach—use of hedging strategies, for example—has more potential to outperform in a rising-rate environment. Statistical analysis of the historical relationship between interest rates and alpha support this. The graph below illustrates the historic relationship between alpha levels on the Hedge Fund Research Index Fund Weighted Composite Index (HFRI FWI)2 and US five-year Treasury yield levels.

Join my FREE newsletter to learn more about hedge funds

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!

Are quant mutual funds really on the way back? When did they leave? Learn now!

Are quant mutual funds really on the way back? When did they leave? Learn now!

From another mainstream news outlet the Wall Street Journal.

Quant Stock Funds Make a Comeback

Morningstar: Bogle Small Cap Growth and AQR Momentum to outperform peers

Here are some highlights my dear:

 

Although many think of quant funds as static computer-driven strategies, the highest-quality quants continuously evaluate their models and add or remove factors, which may include companies’ cash flow, revenues and price-to-earnings ratios, says Tim Barron, chief investment officer at Segal Rogerscasey, which helps investors research and select money managers

….

Andrew Lo, a finance professor at MIT Sloan School of Management and founder of AlphaSimplex Group, a quantitative investment manager in Cambridge, Mass., agrees that the models should evolve.

“I would argue that quantitative strategies really aren’t that different from proprietary discretionary strategies,” he says.

Mr. Lo defines quant methods as those that use “algorithmic, disciplined analytic methods in a technologically leveraged manner.”

Philip Blancato, president and chief executive of … Asset Management, is also looking to quantitative strategies to help shield investors in the event of a downturn.

http://online.wsj.com/articles/quant-stock-funds-make-a-comeback-1406554922

So the question is: Why are you not learning quant today to protect to yourself in the coming downturn?

Join my FREE newsletter to learn this quant stuff

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!

Creating Hedge-like Mutual Funds…

Creating Hedge-like Mutual Funds…

The following questions are answered regarding using your hedge fund strategy in a tradional 40 act mutual fund:

1.-Which strategies are suitable for 40 Act mutual funds?
2.-What options exist for illiquid strategies / assets?
3.-What are the costs and timelines?
4.-What are the benefits of a shared trust?
5.-How does distribution work?

keywords: hedge fund, mutual fund, 40 act, alternative investments,mutual funds, closed end fund, unregistered investment strategies, hedge fund conversion, fund conversion

Creating Hedge-like Mutual Funds…

 

http://www.box.net/shared/l0zv5mg5fsmidkagd8kq

 

 

HOW DO YOU START A PROFITABLE TRADING BUSINESS? Read more NOW >>>

NOTE I now post my TRADING ALERTS into my personal FACEBOOK ACCOUNT and TWITTER. Don't worry as I don't post stupid cat videos or what I eat!