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MiB: Tom Hancock, GMO Focused Equity

The Big Picture

Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6% Before joining GMO, he was a research scientist at Siemens and a software engineer at IBM.

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Diversification Isn't Always Pretty

Random Roger's Retirement Planning

November has been a great month for equities and a bad month for managed futures (MF). The hit to MF this month is most likely due to the huge reversal in longer term treasuries and maybe to a lesser extent, the recent decline in the US dollar.

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Unlock Your Retirement Goals: Navigating Financial Planning for Self-Employed Individuals

International College of Financial Planning

Through investing in retirement MF, one can save a portion from their income for retirement purpose. Such funds become regular source of income once a person retires as the retirement MF provides annuity on the investment until the person has passed away. Besides this we also have pension funds that are investment options.

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The Future of Debt Mutual Funds Post-Tax Changes

Truemind Capital

Thus, the post-tax returns of a debt MF generating 8% returns were roughly 7-7.5%, a staggering difference of 1.5-2% Thus, returns on debt funds usually attracted an effective tax rate of 4-12% depending upon the inflation during the holding period and the number of indexation years. 2% per annum over FD returns.

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Equity markets at a crossroads – What is the way forward?

Truemind Capital

Source: ICICI MF. Additionally, one should always remember – to make long-term high returns from an investment portfolio with equity exposure, one needs to embrace negative returns during the investment journey. Sticking to the asset allocation with utmost discipline when everyone is losing their mind is the stuff of a strong character.

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Anand Rathi Wealth Limited – Is It Riding the Wave of Growth?

Trade Brains

Let’s understand the company’s Product AUM mix for the CY23 Source: Investor presentation report According to the company’s report, the company recorded the highest AUM under the Equity MF of 52% followed by Non-Principle Structured products with 24%.

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Best Microcap Stocks Under Rs 50 – Analysis & Top Picks

Trade Brains

Orient Paper makes cartridge paper, drawing paper, cup stock, MF cover paper, pulpboard, HRT towel, ice cream paper, and more. Birla Group, Orient Paper & Industries Ltd is India’s largest tissue paper manufacturing and exporting company. It owns 1 manufacturing plant and 5 offices.