Q. I want to find a mutual fund that follow some of the famous activist investors, any recommendation?
A. We live in the era of the activist investors, they are famous and they move famous companies' stocks as well which attract a lot of media attention. But can the activist investors deliver each time?
The answer is no.
Which means invest in a mutual fund that focuses on activism is a wise choice, because your investment will be diversified.
There are two picks were recommended by the August issue Fortune magazine:
A. We live in the era of the activist investors, they are famous and they move famous companies' stocks as well which attract a lot of media attention. But can the activist investors deliver each time?
The answer is no.
Which means invest in a mutual fund that focuses on activism is a wise choice, because your investment will be diversified.
There are two picks were recommended by the August issue Fortune magazine:
- Fidelity Event Driven Opportunities Fund: it's launched in Dec 2013 and has returned 13% (beating its benchmark Russell 3000 which had 11.6% return)
- The 13-D Activist Fund: it has returned annual return of 28% since inception in Dec 2011 (vs 25% for the S&P 500)
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