What Investors Can Learn From The Portfolios Of Fund Managers

What Investors Can Learn From The Portfolios Of Fund Managers

Article Summary

  • Analyzing 13F filings can yield interesting broad trends that are being capitalized on by large fund managers.
  • Despite the pullback in October, fund managers are still bullish on equities.
  • Japanese and the U.S. domestic market, along with the tech, discretionary and bank sectors are getting increased exposure from large fund managers going into the end of the year.

As children, we often idolize certain types of people like athletes and musicians. When we practice, we attempt to emulate the styles of those we look up to.

Investors are no different. The ones we look up to are the ones that manage institutional accounts like hedge funds and mutual funds. We want to know who’s buying what to reaffirm our own stock selections…

 

Read full article at Seeking Alpha
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