Section
active investing
316 posts
Will Value Beat Growth in 2021?
by Jim Jomlin, Russell Investments It’s coming. Is it here? Perhaps. Or maybe not. But sooner or later,…
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...
Reminiscences of an eBay Operator
by Cole Smead, Smead Capital Management As our investors are aware, we relocated our company to Phoenix, AZ…
Humility Produces Alpha
by William Smead, Smead Capital Management 3Not only so, but we also glory in our sufferings, because we…
William Smead: Ethics in Stock Picking
by William Smead, Smead Capital Management A truly interesting contradiction is developing in stock markets around the world.…
The Rotation To Value Is Inevitable
by Lance Roberts, RIA Pro In late 1999, it was stated that “investing like Warren Buffett was the…
Reports of Value's Death May Be Greatly Exaggerated
by Rob Arnott, Campbell Harvey, Vitali Kalesnik, Juhani Linnainmaa, Research Affiliates An investment style can suffer a period…
Best of 2019: ARK Invest's FYI Podcast with Elon Musk, George Church, and more
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For…
2020 Global Market Outlook: Cycle, interrupted (Russell Investments)
by Andrew Pease, Chief Global Investment Strategist, Russell Investments Central bank easing and the cooling China-U.S. trade war…
Teeter-Totter Stock Market
by William Smead, Smead Capital Management One way of thinking about the share price of a common stock…
Enhanced Income for a Low Yield Environment
David Wysocki, Managing Director, Harvest ETFs joined us for an enlightening chat at the CETFA Mindpath Conference. With…
Is the 60/40 Portfolio Dead?
David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference.…
William Smead: Nobody Knows Nothin’ at Psychological Extremes
by William Smead, Smead Capital Management As Carl Icahn bailed out on Occidental Petroleum (OXY) common shares recently,…
The Risk Mitigation Advantage in Active Fixed-Income Management
Why active has the potential to outperform passive in fixed income. by Research Team, Guggenheim Partners LLC Report…
When Revenue Growth Collapses
by William Smead, Smead Capital Management When we are on the road, we like to tell the story…
Cole Smead: "The Milken Approach"
by Cole Smead, Smead Capital Management Michael Milken rose to the top of Wall Street by way of…
