MFO Premium Site Webinar Charts & Video – Wednesday, 15 May 2019

We enjoyed our best webinar day yet with about 50 participants.

I actually wore a tie (ha!) and displayed our new MFO Coffee Mug (thank you David) to mark the progress we’ve made on the site.

Can’t thank you enough for your continued support!

Please find link to charts here.

Please find link to conference video here.

Please feel free to reach-out at any time with questions and suggestions via email: charles@mutualfundobserver.com. We can even schedule a Zoom teleconference at your convenience.

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AQR Fund Family Performance Sagging

Latest MFO Fund Family Scorecard gives AQR a “Lower” grade. Of AQR’s 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.

Fortunately, most of AQR’s AUM is in just five funds: Managed Futures Strategy (AQMIX), Style Premia Alternative (QSPIX), Large Cap Defensive Style (AUEIX), Long-Short Equity (QLEIX) and Large Cap Multi-Style (QCELX), which have all bested their peers since launch.

But it’s been a tough past year for two of these: Style Premia Alternative (QSPIX) and Long-Short Equity (QLEIX), each down 13-14%, particularly since alternatives tend to target investors with more moderate risk tolerance.

Register for MFO Premium Webinar – Wednesday, 15 May 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Wednesday, 15 May 2019 at 2 pm and 5 pm eastern … 11 am and 2 pm pacific.

Like last time, we will employ easy-to-use Zoom web conferencing tool.

Intention is to help walk users with the new QuickSearch tool, a “lite” version of MultiSearch, plus provide an update on our premium site’s latest features, like the Compare tool, empty column hide option, and ability to export (up to 25) funds from results table to Watchlists.

Please register here for the first session, or here for the second session.

Thank you!

Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific.

Like last time, we will employ easy-to-use the Zoom web conferencing tool.

Brad Ferguson of Halter Ferguson Financial will highlight how he uses the premium site to find funds that best match his clients needs … and “the next Robert Gardiner.”

We’ll also discuss latest upgrades, including a lightning fast, highly addictive MultiSearch tool … should load today!

If you’ve not already done so, please register here for first session:

https://zoom.us/meeting/register/c6501c7fc6e7d51bd746f627e8486654

Or, here for second session:

https://zoom.us/meeting/register/ff9379c674d9c5a6d746f627e8486654

Thank you!

Hussman Funds

Since inception Hussman funds have been one of great destroyers of capital in the mutual fund industry, except for the fees they generate, which are currently as high as 2% per year. And even still, they maintain an AUM of $600M. Can you believe that?

New Webhost

Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. That meant we had to manually approve subscribers after they paid on PayPal. That issue should be fixed now.

We apologize for any hassle!

The site appears fully functional and the transition should be transparent, but if you see anything amiss (for example, missing newer WatchLists), please email (admin@mfopremium.com) and we will address soonest.

As always.