Section
active investing
316 posts
Can you see the warning lights going off?
by Tony Scherrer, Smead Capital Management âThe main purpose of the stock market is to make fools of…
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...
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 âDonât Believe the Hype.â â 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
âIf Iâve made myself too clear, you must have misunderstood me.â â 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 Itâs 1999
by William Smead and Tony Scherrer, Smead Capital Management The singer, Prince, wrote about âpartying like itâs 1999.â…
William Smead: Just Do The Math!
by William Smead, Smead Capital Management We remember looking at demographic charts back in the 1990s which compared…
5 strategies for outcome-oriented advisors in 2019
by Mark Spina, Russell Investments Itâs the beginning of the year and markets have been volatile. Â Youâre thinking…
Buffettâs Annual Letter: Forest for the Trees
by William Smead, Smead Capital Management There is an old expression, âYou canât see the forest for the…
Value Equities: Is the Long, Dark Winter Ending?
by James MacGregor, Cem Inal, Shri Singhvi, AllianceBernstein Value investing has always been about challenging the consensusâbut never…
Charles Ellis: In Defense of Active Investing
by Charles D. Ellis, CFA, Chairman, Whitehead Institute, via CFA Institute This post was originally published on June…
David Giroux: 31% of S&P 500 Companies Face Growing Secular Risks, 36% Face Growing Secular Earnings Growth Risk
5-star manager David Giroux explains why more companies' businesses are at risk. How concerned are you about stock…
Kass â You should listen closely to the "Oracle of Boston"
by Doug Kass, Seabreeze Partners Management Civilization is hideously fragile . . . thereâs not much between us…
