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Anyone investing in actively manage funds? Which ones and why? Please avoid talking about passive or index investing, plenty of coverage on those topics.

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What are the best bad strategies? Please limit discussion to bad strategies only.

likefunny

Got a link? I could try to Yolo

>95% of the time a low cost S&P fund beats actively managed fund. It’s unlikely that you’re going to invest in something in the 5% (Bridgewaters of the world). Active management is too costly. Good luck!

like

It’s literally chance

Why not consider doing your own investing rather than aiming to track down the top fund managers? You save the management fees.

OK, they may have much more experience running funds, but you've your advantages: no concentration limits, possibility of pursuing smaller opportunities, no need to worry about your orders affecting the market, understanding of specific companies/products... You don't have to play their game

Personally I'd find it much easier to analyse a single company rather than a whole portfolio that may constantly change. Similarly probably it's easier to forecast a single company's performance rather than those of a portfolio or portfolio manager.

like

I am in the Primecap, Wellington/ Wellesley and Dodge & Cox funds

like

My strategy is invest long term in index funds, Thomas. Think it’s the best active strategy

Not the point of this thread

POGRX - highly regarded management firm that is mostly closed to new investors except for two funds

Thanks I’ll check it out

Dodge and Cox

I screen on funds with below average cost, above average return (including looking at 3 and 5 year Morningstar rankings), and look at the Sharpe ratio which shows which funds have a higher return divided by standard deviation (I.e. best return to risk measure). Some large cap funds I have done really well in: MSEGX, FBGRX, PRDGX, PRBLX. The first two are growth strategies and the other two are focused on dividends and/or value. I keep wondering if spreading my cash relatively equally across them and averaging them out makes them regress to just matching the S&P on the whole, but I’m not giving up on these active funds just yet

I’ve had good luck with SSIFX and BUfIX for international. WGROX for mid and small, CIPMX, VLIFX, BMGAX for mid, UMBHX, MECAX for small.

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