Outperform With A Crowded Positions Strategy

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Rupert Hargreaves
Published on
Updated on

If you’ve been keeping an eye on the performance of hedge funds and mutual funds over the past 12 months or so you will have noticed that one of the themes in performance that’s become clear is the underperformance of funds with the highest allocation to crowded positions. Earlier this week ValueWalk reported on a research note from Bank of America, which showed that the first half of 2016 was the worst first half performance for large-cap active fund managers on record (using data going back to 2003). Just 18% of large-cap funds outperformed the Russell 1000 during the first…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk