FMD Capital Management

Posts Tagged: absolute returns

2 Key Factors For Judging Investment Returns

Written by David Fabian, May 07th, 2017

The ability to compare your historical returns to an index or benchmark is an important component of investment success.  This exercise allows you to judge whether your strategy is performing up to your expectations or review the effectiveness of someone else’s advice before you decide to hire them.  While this practice is commonplace throughout the industry, I often see investors making head-scratching conclusions based on biased or incomplete information. Read more

2 New Alternative ETFs Seek Absolute Returns In Any Market

Written by David Fabian, April 11th, 2017

The premise of positive returns in any market is an alluring proposition for risk adverse investors.  These types of alternative strategies were once the realm of sophisticated hedge funds and institutional portfolios.  However, they are now starting to make their way into the accounts of mainstream investors via exchange-traded funds (ETFs).

Alternative strategies are generally given more flexibility than a traditional passive index tracking a basket of stocks or bonds.  They may have the capability to own futures contracts, short positions, currency pairs, or even volatility-linked products. Put simply, these “go anywhere, do anything” investment styles have the freedom to select virtually asset classes they feel are most appropriate for the current market environment.

Read the complete article at NASDAQ.com