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Briefly Noted . . .
The AXS 1.25X NVDA Bear Daily ETF underwent a 1-5 reverse stock split on or about August 14. The Champlain Strategic Focus Fund is in registration. The fund invests primarily in securities of mid- to...
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Notable Young ETFs
Younger funds often excel due to technical advantages, innovation, and/or management. For this article, I sifted through over a thousand actively managed Exchange Traded Funds to find thirty-three...
View ArticleArtisan International Explorer (ARDBX/ARHBX)
Objective and strategy The investment team seeks to invest in high-quality, undervalued businesses with the potential for superior risk/reward outcomes. The investment universe is generally non-US...
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Evaluating Tax-Exempt Funds
With yields at high levels and inflation falling, I sold a poor-performing stock to buy two Tax-Exempt bond funds. In this article, I look at municipal money market and bond funds for tax-efficient...
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In Conversation with Rakesh Bordia, Portfolio Manager of the Pzena Emerging...
Rakesh Bordia co-manages Pzena Emerging Markets Value Fund (“the fund”) with tenured co-managers Caroline Cai, Allison Fisch, and (recently added) Akhil Subramanian. The strategy has approximately...
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September 1, 2023
Dear friends, Welcome to the end of the summer. And to the beginning of … the weakest month of the year for the stock market, with an average monthly loss of about 0.7%. And the threshold of the most...
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