Tag: Invesco

Sound Shore Fund 2Q16 Letter

Sound Shore Fund 2Q16 Letter

Sound Shore Fund letter for the second quarter ended June 30, 2016. H/T Dataroma Dear Investor: The Sound Shore Fund Investor Class (ticker SSHFX) ended June 30, 2016 with a net asset value of $41.99 per share, after an income […]

Getting Smart About Beta

Getting Smart About Beta

Getting Smart About Beta December 1, 2015 by Sponsored Content from Invesco PDF Due to its simplicity, market-cap weighting has long been a popular means of calculating the value of market indexes. But as an investment strategy, market-cap weighting has […]

BlackRock Leads US Asset Managers In 2015

BlackRock Leads US Asset Managers In 2015

A July 1st report from Morgan Stanley Research highlights that traditional asset managers have done well by and large in 2015, with BlackRock leading the way with a 3% annualized return so far this year. As far as the rest […]

Lower Correlations Helping Asset Managers

Lower Correlations Helping Asset Managers

RBC Capital Markets study suggests more asset managers may outperform The most recent RBC Capital Markets study concludes that a decline in correlations may be followed by more active managers outperforming their benchmark, if history is any indication. According to […]