Thursday, February 18, 2016

We are yet to see the worst of the markets

It could be worse… what we’re seeing here is just an appetizer of something larger....

Thursday, February 11, 2016

Smaller funds to outperform bigger funds

I was recently at the ETF conference. It was in Miami and it is all now indexed market where stock selection and sector selection has become very important. I believe smaller funds will have a better potential to actually outperform the huge ones that are managing $100 billion or $500 billion.


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