Section
active investing
322 posts
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…
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...
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…
Can you see the warning lights going off?
by Tony Scherrer, Smead Capital Management “The main purpose of the stock market is to make fools of…
Stephen Dover: How to Prepare Protfolios for the End of the Cycle
by Stephen Dover, Executive Vice President, Head of Equities, Franklin Templeton Investments As the US economic cycle continues…
Finding Under-Appreciated Opportunities in UK Small Caps
by Richard Bullas, Vice President, Portfolio Manager and Research Analyst, Franklin UK Equity Team, Franklin Templeton Investments Given…
The Beyond Meat Market
by Tony Scherrer, Smead Capital “Don’t Believe the Hype.” – Public Enemy We have written a good deal…
Real Estate & Infrastructure: Compelling Alternatives for Superior Diversification
When it comes to alternative assets, real estate and infrastructure have long been a staple for pension plans and foundations. Tom Dicker and Frank Latshaw discuss the compelling diversification benefits provided by the two asset classes.
Tony Scherrer: Illusionary Investing
“If I’ve made myself too clear, you must have misunderstood me.” – Alan Greenspan by Tony Scherrer, Smead…
Market Resilience: Strength in Numbers
by Sonal Desai, Ed Perks, Stephen Dover, Michael Hasenstab, Franklin Templeton Investments Concerns about where the financial markets…
Underperforming Like It’s 1999
by William Smead and Tony Scherrer, Smead Capital Management The singer, Prince, wrote about “partying like it’s 1999.”…
William Smead: Just Do The Math!
by William Smead, Smead Capital Management We remember looking at demographic charts back in the 1990s which compared…
