Section
Value
3 posts
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
Warren Buffett's Intangible Evolution: What the Oracle's Playbook Really Reveals
Warren Buffett has long been misread. In a July 2025 paper1 from Sparkline Capital, founder and Chief 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.
Value Is Not a Box. It's a Discipline.
Boston Partners argues that the growth-value divide is a classification convention, not an economic reality, and that durable returns require a three-dimensional investment process.