Section
active investing
320 posts
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
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...
Is Investing Starting to Get Difficult Again? I Hope So
by Ben Inker, GMO LLC Executive Summary In the first three months of 2018, volatility rose and correlations…
Is It Time For Value Investing to Return to the Limelight?
In recent years, value investing has played second fiddle to growth investing. But now could the stage be…
Mr. Market Grasps the Esoteric
by William Smead, Smead Capital Management We are reminded of Ben Graham’s Mr. Market analogy. In his analogy,…
Bill Smead: The Good Shepherd Investor
by Smead Capital Management David was the King of Israel and the writer of many of the Psalms.…
Why Active Management Failed…and Didn’t
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
How to see the hidden risks of ETFs
by Sloane Ortel, Paul Kovarsky, CFA and Antonella Puca, CFA, CIPM, CFA Institute Exchange-traded funds (ETFs) attracted more…
Bill Smead: Minority Report
by William Smead, Smead Capital Management “Investing is the only sphere of life where victory, security and success…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Where are the opportunities?
In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year…
Muscle Memory: Are your portfolios ready to withstand change?
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman Is your portfolio in the right shape to withstand rising…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Stephen Lingard: Get Prepared for Inflation and Volatility in 2018 (Part 1)
In this first part of our featured podcast series with Stephen Lingard, SVP and Portfolio Manager, Franklin Templeton…
Dan Dupont: What are the key aspects of your investment strategy?
In the second part of this exclusive interview, Dan Dupont, Portfolio Manager, Fidelity Investments talks about his investment…
