Low Volatility Equity

Investment Strategy > Hedged Equity > Low Volatility Equity
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
No
Systematic
Single Manager
07/09/2012
Mutual Fund
No
Systematic
Single Manager
07/09/2012
Mutual Fund
No
Systematic
Single Manager
07/09/2012
Mutual Fund
No
Active
Single Manager
3/31/2014
ETF
No
Systematic
Single Manager
10/18/2011
Mutual Fund
No
Active
Single Manager
12/05/2013
Mutual Fund
No
Active
Single Manager
12/05/2013
ETF
No
Systematic
Single Manager
05/05/2011
Mutual Fund
No
Active
Single Manager
03/18/2013
Mutual Fund
No
Active
Single Manager
12/12/2013

News

more >
Research Affiliates Compares Competing Low-Vol Approaches

Research Affiliates Compares Competing Low-Vol Approaches

Not all low volatility equity approaches are the same, and one differentiator, according to Research Affiliates, is the transition from theory to practice.

Low-Volatility Outperformance No Anomaly, Says MFS

Low-Volatility Outperformance No Anomaly, Says MFS

Empirical research has shown that the tendency for low-volatility stocks to outperform their high-volatility counterparts is driven by the poor performance of high-volatility stocks during down markets.

CIOs Forecast Correction But May Lack Sufficient Protection

CIOs Forecast Correction But May Lack Sufficient Protection

How are chief investment officers balancing upside participation with downside protection ahead of what they see as a likely stock-market correction?

Research

more >
MFS Research- Low Volatility Investing Revisited

MFS Research: Low Volatility Investing Revisited

A  research paper from MFS provides insights on portfolio construction considerations for low volatility equity portfolios. In the paper, they discuss the importance of taking… [read more]

Videos

more >
Jason Hsu Research Affiliates Low Volatility

Video: Low Volatility As a De-Risking Strategy

Humans have a natural propensity to want to gamble, and this phenomena can translate into opportunity for investors seeking low volatility stocks.

Commentary

more >

Sorry, no content matched your criteria.