Section
active investing
316 posts
Data is Cheap. Meaning is Expensive
by R.P. Seawright, Above the Market I occasionally write for outside publications. When those publications are digital iterations…
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...
David Winters: A Different Drummer
Orignally aired March 28, 2014 CONSUELO MACK: This week on WealthTrack…How do you hit the investment jack pot?…
What's Your Tolerance for Complexity?
by Ben Carlson, A Wealth of Common Sense “Being passive doesn’t mean doing nothing.” – Larry Swedroe One…
Timing the Market vs. Aligning with the Market
by SIACharts.com For this week's Equity Leaders Weekly, we are going to examine one of the most popular…
How to Create an Outperforming Canadian Mutual Fund Strategy?
By Paul Kornfeld, National Manger of SIACharts.com, Business Development Creating an ideal mutual fund strategy for your clients…
A Look at 'Cluster Shrinkage' as a Portfolio Management Concept (GestaltU)
by Adam Butler, GestaltU At GestaltU we see ourselves as incrementalists. We aren’t so much prone to true…
Markets are Undergoing Some Serious Rotation
by Macro Man It's been said that the three most important factors in property are location, location, location.…
Discovering The Genius Du Jour
by James Picerno, Capital Spectator Selection bias is everywhere in financial journalism, and for obvious reasons (obvious if…
David Nadel: Royce Rediscovers India
When you think small cap investing India is probably not the first country that comes to mind. But…
Buffett the Market Timer? Part 1: The Partnership Years
by The Brooklyn Investor OK, so I know this thing about not timing the market leads to a…
Sources of Performance Decay (GestaltU)
by Adam Butler, GestaltU Above all, the greatest fear in empirical finance is that the out of sample…
Toward a Simpler Palate (GestaltU)
by Adam Butler, GestaltU My palate is simpler than it used to be. A young chef adds and…
Jeffrey Gundlach: Investment Outlook (March 2014)
What Hath QE Wrought? Jeffrey Gundlach Answers by Sam Ro, Business Insider DoubleLine Funds' Jeff Gundlach doesn't expect…
Not All Emerging Markets Are Created Equal
by JC Parets, All Star Charts As bad as the Emerging Market space has been, not all of…
David Merkel: On Intrinsic Value
by David Merkel, Aleph Blog In his annual report, though not his more well-known letter, Buffett talked about…
