Portfolio management Tag

Unveiling the Key to Mutual Fund Outperformance, and it has Nothing to do with Fees!

26 Aug, by Bryce Coward, CFA in Portfolio Management

It's become almost common knowledge these days that the key to building a portfolio of outperforming mutual funds or ETFs is to simply pick the lowest cost option available in the categories to which the investor wants exposure. In this article we'll offer a slightly...

How Well Are the Largest Global Mutual Funds Protecting Your Capital?

25 Aug, by Bryce Coward, CFA in Markets, Portfolio Management

Over the last several months volatility has reasserted itself as a feature of the global stock markets. As is often the case when the tide rolls out (AKA volatility reemerges) those who have been swimming naked get revealed. In the mutual fund world, this is...