active investing

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,…

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...

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.