Strategy

The Art of Low Turnover (Smead)

by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…

by Wesley R. Gray, Turnkey Analyst Nilufer Caliskan and Thorsten Hens A version of the paper can be…

Own These World’s Leading Brands And Never Fear A Recession Again (via Market Shadows) Courtesy of Chuck Carnevale.…

by Steve Visscher, Mawer Investment Management I had a friend ask me this week about the Hindenburg Omen.…

What's the Answer to Unprecedented Policies and Ultralow Rates? By Frank Holmes, CEO and Chief Investment Officer, U.S.…

by Scott Minerd, CIO, Guggenheim Partners Europe has had one of the nastiest winters on record, but hopes…

There is probably money to be made in analyzing the foibles of money managers, to create new strategies…

by Cullen Roche, Pragmatic Capitalism I get a kick out of watching how the cycle of emotions never…