May 28, 2021
While it’s often said that mid cap equities are overlooked relative to their large- and small-cap counterparts, there are dozens of these funds for investors to consider.
The concept that may be going overlooked, at least for now, is mid cap potential in the ESG arena. The
MID, which debuted last July, is part of American Century’s suite of active non-transparent exchange traded funds, or ETFs that do not disclose their holdings on a daily basis. The fund benchmarks to the Russell 1000 Mid-Cap Growth Index.
MID’s management teams looks for “companies that align with the United Nations Sustainable Development Goals (SDGs) that generate or could generate social and environmental impact alongside a financial return,” according to American Century.
Is It Too Late to Buy American Financial Group (AFG) Stock?
Headwaters Capital recently released its Q1 2021 Investor Letter, a copy of which you can download here. The fund posted a return of 0.4% for the quarter, underperforming its benchmark, the Russell Mid Cap Index which returned 8.1% in the same quarter. You should check out Headwaters Capital’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
In the Q4 2020 Investor Letter, the fund highlighted a few stocks and American Financial Group Inc (NYSE:AFG) is one of them. American Financial Group Inc (NYSE:AFG) is a financial services company. In the last three months, American Financial Group Inc (NYSE:AFG) stock gained 26.1% and on April 6th it had a closing price of $115.75. Here is what the fund said:
Headwaters Capital’s Q1 2021 Investor Letter
Headwaters Capital recently released its Q1 2021 Investor Letter, a copy of which you can download here. The fund posted a return of 0.4% for the quarter, underperforming its benchmark, the Russell Mid Cap Index which returned 8.1% in the same quarter. You should check out Headwaters Capital’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
Published on April 6, 2021 at 1:36 pm by Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.