· With about $1 billion in assets, his Canadian investment firm, O’Leary Funds, has 26 funds under management. But the interesting thing is-by mandate-O’Leary’s funds may only purchase stocks that provide investors yield. If a stock doesn’t pay a dividend. it’s off-limits.
by the lower loan amounts. In sum, the effect of the return to the HERA loan limits will have a small effect on FHA volume or market share. In order to affect FHA’s book of business signifi-cantly, the maximum loan limit needs to be reduced further than what is proposed. At the other end of the loan size spectrum, FHA’s minimum loan limit,
· The Hedge Fund Paradox: Why Small Funds Outperform Big Funds.. (Seeking Alpha)Research shows that smaller hedge funds beat the performance of their bigger rivals. Due to the carrying capacity and higher transaction costs of having a large AUM, large funds struggle to keep up with the returns of smaller, nimbler funds.
· The bull market isn’t dead yet. If it finds its legs again in 2019, the are the best aggressive funds to use to capitalize on the opportunity.
How Small Hedge Funds Outperform Bigger Rivals Bigger hedge funds didn’t do as well as smaller ones over a recent 20-year stretch, and that disparity was even more pronounced during the 2008-09.
"Small funds outperform large funds and are more likely to maintain good performance," Gao, Haight, and Yin wrote. "In addition, the contribution of the management fee to managers’ total.
JPS like many other preferred funds. outperform their large cap stock brethren in all scenarios we can think of. As most of their return is generated through yield versus price, they are generally.
The best way to outperform a mutual fund is not to think like a mutual fund. Many investors have come to believe that the mutual fund model is the best way to produce superior returns and they.
the large/mega funds in each period. Some reasonable inferences to draw: For top quartile funds, there appears to be an inverse relationship between fund size and performance to some degree, at least between the large/mega funds and the middle/small funds (taken as two distinct groups). The data do not support drawing the same.
Case-Shiller: Home prices continue to slow as housing stalls Contents Received approximately 6 multifamily construction starts commercial building held Multifamily construction projects fiscal cliff deal extends Case-Shiller: Home prices continue to slow as housing stalls Are more borrowers really taking out non-agency reverse mortgages?Mortgage rates steady after period of volatility While inflation figures were steady, there was some good. Eurozone’s larger economies into a period of uncertainty that will continue to drive volatility in the bond markets that ultimately impact.Four Wise Men of Securitization: Not many remember 2008 Bank of America Puts Short Sales Ahead of REO Initial jobless claims rise by 12K to 293K After last week’s tumble to 280k, initial jobless claims rose modestly this week to 293k (slightly better than expected) but remain near a dovish-Yellen-crushing 14-year low. Continuing claims also remain at cycle lows around 2.4 million (rising modestly – by 7k – this week). The labor department cites no unusual or estimated claims this week.In terms of integration, Bank of America will run Countrywide separately in 2008 and once the sale closes, it will fully integrate. countrywide has been hit hard by surging home-loan delinquencies.