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active investing
256 posts
Stay Out of the Bottom Quartile – Look for Fund Managers with Large Active Share (David Merkel)
by David Merkel, Aleph Blog If you are a money manager, you would like to be in the…
Consistent and Repeatable
by Tom Brakke, Research Puzzle In my presentation on “Creativity in the Investment Process,” I have a slide…
Downside Risk Mitigation is not All That Complicated
“Our goal at XYZ Capital is to participate in the market on the upside and preserve capital on…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
The Value of Using Pairs Trading for Stocks in Uncertain Markets
For this weeks edition of the SIA Equity Leaders Weekly, we will be looking at two comparison charts…
Better Beta is No Monkey Business
by Patrick Rudden, AllianceBernstein The infinite monkey theorem states that a monkey hitting keys at random on a typewriter…
Low Quality Equities Outperforming High Quality Equities
by David Templeton, Horan Capital Advisors One factor S&P Dow Jones indices uses in their stock classifications is…
Why Investors So Focus on Down Market Performance (SSRN)
Fund Flows in Rational Markets by Francesco A. Franzoni, University of Lugano; Swiss Finance Institute and Martin C.…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
The Two Hardest Things To Do in Institutional Portfolio Management (Merkel)
by David Merkel, Aleph Blog In institutional portfolio management, the two hardest things to do are to buy…
The Secret to Fishing (Visscher)
by Steven Visscher, Mawer Investment Management I recently went fishing for the first time. My expectations were pretty…
Why More is Less
by Tom Brakke, Research Puzzle Published in early 2004, The Paradox of Choice by Barry Schwartz carried the…
David Winters (Wintergreen): Investment Outlook (July 19, 2013)
David Winters: Investing Luxury Goods at Bargain Prices in the 'HENRYs' Emerging markets have substantially underperformed the U.S.…
The "Buy Strength, Sell Weakness" Methodology
by SIACharts.com Frequently when advisors are first introduced to the relative strength philosophy behind SIACharts, there is a…
