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IB Net Payout Yields Model

Is Legg Mason Finally Back From the Lost Decade?

As the financial markets rebound, asset manager Legg Mason (NYSE: LM ) would appear a strong candidate for a rebounding stock. As investors shift more funds into equity funds that collect higher fees, the general asset management category should see fee growth. The company widely benefited from the equity market rally of the 1990s as the lead mutual fund saw huge inflows from beating the market for 15 consecutive years from more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Should Investors Buy the Asset Managers on Rebounding Equity Flows?

After years of outflows from equity funds should investors finally invest in the asset managers as the money starts flowing back? One key to the equation is that most of the money flowed into bond funds that have low average fees placing an importance on finding the asset managers with the least exposure to bond funds. Or at least the ones that will see those funds rotate into equity funds  more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Should Investors Buy the Asset Managers on Rebounding Equity Flows?

After years of outflows from equity funds should investors finally invest in the asset managers as the money starts flowing back? One key to the equation is that most of the money flowed into bond funds that have low average fees placing an importance on finding the asset managers with the least exposure to bond funds. Or at least the ones that will see those funds rotate into equity funds more » Disclosure: No positions mentioned. Please review the disclaimer page for more details.