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Mutual/Hedge Funds

Do investors in mutual funds and hedge funds get their fair share of returns, or are they perpetually disadvantaged by fees and underperforming fund managers? Are there ways to exploit fund behaviors? These blog entries relate to mutual funds and hedge funds.

Smart Mutual Fund Investing?

In a recent article for the Journal of Finance, Travis Sapp and Ashish Tawari investigate the “smart money” effect. Mutual funds with positive money flow perform better in the short term than do funds with negative money flow, suggesting good fund selection ability on the part of investors. The authors conclude that: Keep Reading

Follow the Institutional Leaders?

It should be a good idea to follow the stock-picking leads of all those smart mutual fund managers, shouldn’t it? In their paper “Stock Selection Based on Mutual Fund Holdings: Evidence from Large-Cap Funds?” of February 2004, Robert Weigand, Susan Belden and Thomas Zwirlein investigate whether small investors should value the stock weightings of mutual fund managers in assembling their own portfolios. They conclude that: Keep Reading

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