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Why Active Equity Managers Should Be Scared Of Gundlach, Gross

Comments

  • This does look interesting.

    From the fund's website
    "The fund seeks to outperform the S&P 500 Index by purchasing derivatives linked to the Enhanced RAFI 1000 Index. The majority of assets are then invested in an actively managed fixed income portfolio with an absolute return orientation, which offers the potential for incremental return. Absolute return portfolios may not necessarily fully participate in strong, positive market rallies."

    Even with the qualifier, this fund seems to have done very well in the latest rally, as
    well as over its life time. It did worse than the index in the 2008 downturn though.
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