Section
Due Diligence
4 posts
Why the Best Advisors Ask the Hardest Questions
Listen on The Move The advisors who will thrive in the AI era are the ones willing…
The More Investors Use AI, the More Valuable Independent Thinking Becomes
In a white paper 1 published in October 2026, Orbis Investment Management's Simon Skinner, Head of Global Investment…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
The E-T-F Framework: A Disciplined Approach to ETF Due Diligence
The proliferation of ETFs has created a paradox for advisors and investors alike: more choice, less clarity. The…