Section
active investing
338 posts
Eddy Elfenbein: Investing is a Bottom-Up Activity
The longer I’ve worked as an investor, the more I’ve come to realize that successful investing is a…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
ETF No Longer Means Index Fund
by Rick Ferri Exchange-traded funds (ETFs) started out linked at the hip to low-cost, market-tracking index funds. The…
Technical Weekly: Hold on to Strength – Valeant Pharma (VRX.TO) and Home Depot (HD)
by SIACharts.com Back on July 18 of last year for the Equity Leaders Weekly, we discussed the common…
Frank Holmes: Continuing a Winning Formula for 2014
Continuing a Winning Formula for 2014 by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors January…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
SIA Weekly: Reading (Relative Strength) 'Tea Leaves' (e.g. AAPL)
by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to show the power of Relative…
David Kass: 16 Questions for Warren Buffett
(Notes taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, University of Maryland…
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…
