Halbert Wealth Management Releases New Special Report: “The Secret that Mutual Fund Companies Don’t Want You to Know”

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Report documents how mutual fund companies often put investors at a disadvantage by omitting a key statistic from published performance numbers.

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Since mutual fund companies often leave [maximum drawdown] out of their promotional materials, our Special Report offers a way for investors to obtain this information on mutual funds they own or are considering at no cost.

Gary D. Halbert, author of the weekly Forecasts & Trends E-Letter, has released a new Special Report explaining how mutual fund companies frequently fail to provide a very important performance statistic: “maximum drawdown.” This term is an important tool to gauge an investment’s level of risk and is generally defined as the worst drop in an investment’s value from its peak to a subsequent valley or trough.

Maximum drawdown is a statistic that makes sense to most investors. It answers the question of how much might be lost in a given investment. It also measures losses without regard to time period, in that it may take years for an investment to go from peak to valley, and even longer to recover back to breakeven. Spending time losing value or making back lost ground often creates what the Report defines as a “Savings Gap,” which can have a devastating effect on investment goals.

Halbert noted, “With this Special Report, it is my goal to educate investors about maximum drawdowns so they can better evaluate their investment alternatives. Since mutual fund companies often leave this information out of their promotional materials, our Special Report offers a way for investors to obtain this information on mutual funds they own or are considering at no cost.”

The Special Report not only defines maximum drawdown and how it’s used, but also covers how to manage drawdowns in a diversified portfolio. As a general rule, it’s difficult for passive buy-and-hold investment strategies to manage drawdowns, since they are always at the mercy of the markets. One key to managing drawdowns is the use of active management strategies specifically designed to minimize losses.

Download our latest Special Report.

View our new drawdown educational video.

In addition to his weekly E-Letter, Mr. Halbert publishes the Between the Lines blog that seeks to provide more timely information regarding the markets, economics and the effect of politics and geopolitics on both. He analyzes the latest economic news, markets and political trends to bring you stories that have an impact on your lifestyle, your future and your pocketbook.

About Gary D. Halbert: Gary has been active in the investment and money management business for over 35 years, starting as a commodities broker specializing in hedging. In the 1980s, Gary's firm launched a publicly-offered multi-manager futures fund, making alternative investments available beyond the ranks of wealthy investors. In 1995, Gary formed Halbert Wealth Management to expand the types of actively-managed investment solutions available to his clients.

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