Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. The funds aim to produce positive results almost every year. New entrants include Loomis ...

Since my last commentary, the Absolute Returns portfolio has exited a number of positions including Vivendi (FR.VIV), which approached our estimation of fair value on a sum-of-the-parts basis. I also ...

It has become customary in every market downturn to point out the weak performance from absolute return funds. While many had a ‘good’ financial crisis, in aggregate the sector has not delivered well ...

Absolute returns funds have let down investors who favored them for their uncorrelated returns after the 2008 financial crisis, according to Cerulli Associates. The funds have underperformed since ...

This article originally appeared in the September issue of REP. magazine and online atWealthmanagement.com. "True faith," said William Ralph Inge, the one-time dean of London's St. Paul's Cathedral, ...

We recently released a study of the generally disappointing results that much-hyped objectives-based investments have delivered to investors. A summary of the research can be found on Morningstar.com, ...

Mutual Fund Returns Explained: It’s not just about finding the highest percentage when it comes to understanding returns on mutual funds. Various measures such as CAGR, XIRR, and absolute return are ...

The investment seeks a high level of total return that is consistent with preservation of capital. Under normal market conditions, the fund will invest at least 80% of its investable assets (net ...

The premise of positive returns in any market is an alluring proposition for risk adverse investors. These types of alternative strategies were once the realm of sophisticated hedge funds and ...

The term “absolute return” may sound a little confusing at first, but it’s investment industry jargon for a fund that combines various stock and bond asset classes. The underlying idea is sound: By ...