Jon Asmundsson

4 weeks ago | bloomberg.com | Jon Asmundsson

From left: Abhinav Chadha, Bryan Brinkley, and Fanny Yung of FHLB San Francisco(Bloomberg Markets) -- How do you stay on top of market perceptions of risk for the companies you care about? A systematic way to do it is to create a composite index of market and quantitative risk indicators. The right combination of fundamental data and trading signals could alert you early to adverse developments at companies that warrant further investigation.

2 months ago | bloomberglinea.com | Jon Asmundsson

Bloomberg — Una vez al año, los gestores del Hennessy Cornerstone Mid Cap 30 Fund reequilibran su cartera. Utilizan una fórmula para seleccionar 30 valores, ponderando cada uno por igual al 3,3% del fondo. A continuación, dejan correr los valores hasta el siguiente reequilibrio, un año después. Para tratarse de una estrategia aparentemente sin intervención, ha cosechado unos resultados impresionantes.

2 months ago | bloomberg.com | Jon Asmundsson

Once a year the managers of the Hennessy Cornerstone Mid Cap 30 Fund rebalance their portfolio. They use a formula to select 30 stocks, equal-weighting each at 3.3% of the fund. Then they let the stocks run until the next rebalance, a year later. For a seemingly hands-off strategy, it’s racked up an impressive track record. The $1.9 billion mutual fund gained 34% last year, beating the S&P 500 index’s 25% return. From its inception in 2003 through Feb.

May 31, 2023 | bloomberg.com | Jon Asmundsson