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NEWS & EVENTS

 

In The Media
Quote by Matt Lui, CFA, CAIA
October 2019
Forbes
Over the last decade, growth stocks have performed significantly better than value stocks. However, over the past year, it appears that the pendulum has swung to favor value stocks. Recent data suggests the trend is accelerating. Focus on rebalancing — not market timing — may prove most essential to those with long-…
In The Media
Quote by Matt Lui, CFA, CAIA
October 2019
The Wall Street Journal
Over the past decade, many experts have predicted that the open-end mutual-fund industry would crumble, an inevitable victim of exchange-traded funds (ETFs). Despite the surging popularity of ETFs, mutual funds are expected to remain a force with $19.93 trillion in assets under management as of August 31, 2019. Whil…
In The Media
Quote by Stuart Blair, CAIA
September 2019
FundFire
Stronger hedge fund performance this year has sparked a slight boost in investor return expectations, but many of them are still not fully satisfied with the results so far as they keep an eye turned toward worries about the equity market cycle, according to a new survey. Only having 9% of investors report that hedg…
In The Media
Quote by Matt Lui, CFA, CAIA
July 2019
U.S. News & World Report
While investors traded high-fives over the Dow Jones Industrial Average hitting 27,000, there was a high 500 to celebrate as well. Even if it didn’t garner nearly as much notice, the S&P 500 index slipped past the 3,000 mark for the first time; the Nasdaq composite likewise shattered its previous record the day before,…
In The Media
Quote by Stuart Blair, CAIA
May 2019
FundFire
The frenzied merger and consolidation activity roiling the hedge fund of funds space the last few years may have cooled off, but it has left room for unique deals – and more are likely, experts say. The resources and overhead required to successfully run a fund of funds could mean some more consolidation or creative…