Section
active investing
338 posts
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.…
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...
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…
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…
