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Active managers struggled 'mightily' to beat index funds amid volatility from elections, tariffs, Morningstar finds
CNBC· 2025-09-05 13:15
Olga Rolenko | Moment | Getty ImagesActive funds "struggled mightily" to beat their index fund counterparts over the past year, according to a recent Morningstar report.That happened even amid market gyrations tied to tariffs and geopolitics — the kind of volatile periods during which active managers typically claim to outperform, said Bryan Armour, director of ETF and passive strategies research for North America at Morningstar.Just 33% of actively managed mutual funds and exchange-traded funds had higher ...
Hercules Metals: More Than Just A Copper Mine, Buy A Copper District
Seeking Alpha· 2025-08-08 15:48
Mining is a tough business fraught with risks. Through the stages of exploration, mine development, and production, much can go wrong at any stage in the process. Hercules Metals, as an explorer, operates in the high-risk segment of the business with a great dealI have been investing in common stocks for over 50 years. With all the opportunities and information that is available today, it is more exciting than ever. However, due to extreme current valuations of many stocks, it is increasingly a stock picker ...
Stanley Retools Production To Move Out Of China
Seeking Alpha· 2025-05-22 16:01
Company Overview - Building Benjamins is a free stock picking and market commentary investment newsletter published by Tradition Investment Management, LLC, a registered investment adviser [1] - The founder, Benjamin Halliburton, has a notable background in investment management, having founded Tradition Capital Management in 2000 and received multiple accolades for his performance [1] Founder Background - Benjamin Halliburton began his investment career at Merrill Lynch in 1986 and has been continuously involved in investing since then [1] - He earned an MBA with a focus on finance from Duke's Fuqua School of Business in 1990 and was recognized as a Fuqua Scholar [1] - Halliburton holds the Chartered Financial Analyst designation and was the top-performing portfolio manager at Brundage, Story and Rose, where his strategy outperformed the S&P 500 during the 1990s bull market [1] Performance Recognition - Halliburton was named "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s, highlighting his successful investment strategies [1] - He was recognized as the youngest partner at his firm and received high praise from senior managing partners for his investment acumen [1]