Section
active investing
334 posts
Road Not Taken
by Tony Scherrer, Smead Capital Management “Two roads diverged in a wood, and I— I took the one…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Style drift & the rise of the generalist
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, Richardson GMP When starting in the investment…
The Efficiency Factor in Stock vs. Index Picking
by Charles Roth, Thornburg Investment Management If the efficient markets hypothesis is questionable at the stock level, it’s…
Behavioural Finance – Active Management’s Next Frontier
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, Connected Wealth, RichardsonGMP Active portfolio management, at its core,…
Is it Time for Value Stocks to Shine?
by Franklin Templeton Investments Since 2008, US growth stocks (particularly in faster-growing sectors such as technology) have tended…
Sandy Liang: What are some of your credit market investments?
Our conversation with Sandy Liang, PM, Purpose Investments, on investing in corporate debt continues. A big part…
Sandy Liang: Maximizing Return in a Rising Rate Environment
Sandy Liang, portfolio manager, Purpose Investments, talks about the nature of his investment strategy given the rising…
Sandy Liang: What is the Credit Market Saying About the Business Cycle?
We recently caught up with Sandy Liang, President, Purpose Investments Partners, and Portfolio Manager of Purpose…
Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters
[backc url='https://advisoranalyst.com/snowball/the-win-win-potential-of-active-etfs/'] by William Smead, Smead Capital Management “Have the purchase price be so attractive that even a…
Go Active?
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS For a number of reasons, over the past…
Hougan and Nadig: "Expense is the New Alpha"
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Defensiveness: A suitcase word
by Rob Campbell, Mawer Investment Management In his book The Emotional Machine, the late Marvin Minsky coined the…
Greg Taylor: The Active ETF Advantage in Marijuana, Tech, and Juniors
Greg Taylor, Portfolio Manager, Purpose Investments, discusses the advantages of taking an active approach in the Marijuana sector.…
Hougan and Nadig: ETFs in Canada are at a Tipping Point
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
