Tag Archives: Dumb Investment of the Week

Bank Loan Funds Are a Dumb Investment

Bank loan funds contain illiquid investments making them vulnerable in market panics. Bank loan funds have not meaningfully outperformed investment grade bonds. Bank loan funds floating interest rates may not protect investors from rising rates due to “LIBOR floor” clauses. Bank loan funds (also called leveraged loans or senior loans) that invest in bank loans [...]

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Dumb Investment of the Week: Concentrated Mutual Funds and ETFs

This week’s Dumb Investment of the Week is inspired by Ken Heebner of CGM Focus’s (CGMFX) colossally bad bet on interest rates rising. Unfortunately, he isn’t the only fund manager to make concentrated bets that have been detrimental to investors. Other mutual fund managers, hedge fund managers, and even ETF managers (or funds following poorly [...]

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