This content is from: Portfolio In an Apples-to-Apples Comparison, Public Real Estate Investments Outperform Private Ones On a global scale, REITs outperformed private equity real estate funds by an average of 194 basis points annually. By Jessica Hamlin August 23, 2021
This content is from: Portfolio Rob Arnott Says It’s Not Too Late to Buy Into the Value Turnaround “If you missed the value turn last August, value is priced today to once again offer a second bite of the apple,” the Research Affiliates chair said. By Jessica Hamlin September 24, 2021
This content is from: Premium Apple, a Hedge Fund Favorite, Is Under Pressure A bearish research report and a recent surge in short selling could result in a short-term selloff in one of the most popular hedge fund stocks. By Stephen Taub December 13, 2019
This content is from: Premium Hedge Funds’ Stock Winners — and Losers — of the Decade Apple is tops, while Kraft Heinz comes in dead last. By Michelle Celarier January 07, 2020
This content is from: Portfolio The Danger of Pinning Value’s Rebound on Rising Rates New research argues that there’s not a straightforward relationship between interest rates and the performance of value. By Grace Chung June 16, 2021
This content is from: Portfolio How 13Fs Detract From Competition and Help Companies Win Activist Campaigns The Securities and Exchange Commission’s 2020 proposal to raise the bar for ownership disclosure sparked a deep dive into whether the transparency offered by 13F disclosures is worth it. By Alicia McElhaney September 20, 2021
