A $17 billion investor explains her uncommon tactics for finding the market’s biggest cash cows — a strategy that historically guarded against crashes

Fund and its global counterpart — both of which she manages — have the very specific goal of generating 9% cash return per annum over a full market cycle.

Van Valen's focus on quality dates back much further, to 2005. When the sell-off ensued during the fourth quarter, her US portfolio illustrated how a focus on strong free-cash flow is a viable defense against market drawdowns. It had fully recovered from its losses by March 1 whereas its benchmark, the Russell 1000 Value index, regained its footing more than a month later. Over the past year, her US portfolio has earned an 8.5% total return versus 4.2% for the Russell index.

This differentiated approach means she de-emphasizes many of the commonplace yardsticks that make for attractive investments.

Lol her fund has a mandate to deliver 9% returns per year? What a joke, she will never be heard from again.

المملكة العربية السعودية أحدث الأخبار, المملكة العربية السعودية عناوين

Similar News:يمكنك أيضًا قراءة قصص إخبارية مشابهة لهذه التي قمنا بجمعها من مصادر إخبارية أخرى.

Wells Fargo and Barclays back fintech company OpenFinFinancial services software startup OpenFin has raised $17 million in a funding ... I, for one, would be skeptical of Wells Fargo backing SNL's Church Lady.
مصدر: Reuters - 🏆 2. / 97 اقرأ أكثر »

Active managers are beating the market again and Goldman has a strategy to ride their coattailsActive managers are having a breakout year and Goldman Sachs has a way to mirror their strategy.
مصدر: CNBC - 🏆 12. / 72 اقرأ أكثر »

Investors will soon pay zero fees for market trackers, new research suggestsFees for the world's most popular investment funds are in a race to zero, new J.P. Morgan research revealed.
مصدر: CNBC - 🏆 12. / 72 اقرأ أكثر »