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Valuable Lessons from Peter Lynch

by: Lawrence Hamtil  on Tuesday, September 11, 2018

Peter Lynch is one of the most celebrated fund managers in history, managing Fidelity's Magellan fund with such skill that its return was almost double that of the S&P 500 over the  period spanning 1977 - 1990.  Multiple analyses have been performed with the purpose of deconstructing and explaining Lynch's success (see AQR here and Daniel Sotiroff here), and the conclusion seems to be that higher beta (i.e. more risk than the overall market), momentum, and size were among the primary sources of Magellan's amazing performance.   Read More

The Inflation Advantage of Equal-Weight

by: Lawrence Hamtil  on Tuesday, August 28, 2018

I have written favorably several times before about the advantages of equal-weighted portfolios, and it is worth reminding readers that going back to 1990, the S&P 500 Equal-Weight index has not suffered a single negative 120-month return, which stands in stark contrast to the capitalization-weighted parent index, which experienced several negative 120-month periods around the time of the financial crisis: Read More