Jon Asmundsson

1 month 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.

Feb 18, 2025 | 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.

Feb 18, 2025 | 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