9 stocks hedge funds and mutual funds really love right now: Goldman

Yahoo2021-08-31

In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...

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Comments

Uasbau
2021-09-01
Uasbau
Good info
kingcrayon
2021-09-01
kingcrayon
So WFC tanked big time today after this promotion ?
Steve81
2021-08-31
Steve81
Jiayou!
- Steve81:
  Good!
Wengyeeee
2021-08-31
Wengyeeee
Ok
- WarSlasher:
  ok
STKG
2021-08-31
STKG
Good to know
CKF68
2021-08-31
CKF68
[Great]

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They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":818754228,"gmtCreate":1630452278164,"gmtModify":1676530304840,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"htmlText":"Good info","listText":"Good info","text":"Good 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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818476415","repostId":1153871779,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818281279,"gmtCreate":1630413686591,"gmtModify":1676530296234,"author":{"id":"3583228594556766","authorId":"3583228594556766","name":"Steve81","avatar":"https://static.tigerbbs.com/8451fbd9311bbb12faabfa8f6138ef34","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3583228594556766","authorIdStr":"3583228594556766"},"htmlText":"Jiayou!","listText":"Jiayou!","text":"Jiayou!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818281279","repostId":1153871779,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5706072,"gmtCreate":1630413694595,"gmtModify":1663233173630,"authorId":3583228594556766,"author":{"id":3583228594556766,"idStr":"3583228594556766","authorId":3583228594556766,"name":"Steve81","avatar":"https://static.tigerbbs.com/8451fbd9311bbb12faabfa8f6138ef34","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818281279,"type":1,"supId":0,"prevId":0,"content":"Good!","text":"Good!","html":"Good!"}],"langContent":"EN"},{"id":818294052,"gmtCreate":1630411154476,"gmtModify":1676530295443,"author":{"id":"4088998199430630","authorId":"4088998199430630","name":"Wengyeeee","avatar":"https://community-static.tradeup.com/news/f9fb04f5b01cc0756cde5b0244b7240f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088998199430630","authorIdStr":"4088998199430630"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818294052","repostId":1153871779,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5716347,"gmtCreate":1630485594049,"gmtModify":1663233221235,"authorId":3575195102402470,"author":{"id":3575195102402470,"idStr":"3575195102402470","authorId":3575195102402470,"name":"WarSlasher","avatar":"https://static.tigerbbs.com/0c98b196bb3a5da8bb25c9d45e23a4ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818294052,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":818625427,"gmtCreate":1630405120969,"gmtModify":1676530293930,"author":{"id":"3586131488444401","authorId":"3586131488444401","name":"STKG","avatar":"https://static.tigerbbs.com/730c2482b43ac1909a601868b378a6e4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586131488444401","authorIdStr":"3586131488444401"},"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818625427","repostId":1153871779,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818623489,"gmtCreate":1630404569641,"gmtModify":1676530293767,"author":{"id":"4088757684331200","authorId":"4088757684331200","name":"CKF68","avatar":"https://static.tigerbbs.com/0fd6cab827059eec333bac6fa0dfde42","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"4088757684331200","authorIdStr":"4088757684331200"},"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818623489","repostId":1153871779,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":231,"commentSize":32,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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