High conviction investment ideas rule at Valley Forge Capital Management, a Wayne, Pennsylvania-based equity hedge fund manager with around $450 million in assets. Here, founder Dev Kantesaria explains the firm’s ‘different’ approach to value investing and why there’s no place for ‘speculative securities’ and ‘ineffective financial engineering’ in the investment playbook…
The U.S.-China trade dispute and American sanctions on Huawei Technologies Co. are affecting share prices around the world. So, should fund investors look for opportunities to profit from the situation?
Real-estate investment trusts are a diversification play for investors. But in 2018, they didn’t provide much protection. Real-estate-focused mutual funds and exchange-traded funds fell 6.16% on average for the year….
These have been heady times for so-called thematic ETFs, as investors have flocked to these funds that give them exposure to niche markets.
Investors this year have poured almost $9 billion into exchange-traded funds focused on health care, one of the main sectors that could feel an impact from the U.S. midterm elections on Nov. 6, according to ETF analysts.