Biography
Gautam Dhingra, PhD, CFA, is the founder and CEO of High Pointe Capital Management, LLC. He developed the firm's pioneering investment approach based on the concept of Franchise Quality, and under his leadership, High Pointe has built an enviable investment performance record. Dhingra served on the faculty member at Northwestern University’s Kellogg School of Management for two years. In this role, he designed and taught The Business of Investing course in the school’s MBA curriculum. His research interests include ESG investing and valuation of intangible assets. He holds a PhD in finance, with specialization in investments and econometrics, from the University of Florida’s Warrington College of Business. At Warrington, he taught two courses in securities analysis and derivatives.
Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?
As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?
What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?
For a secure retirement, clients need more than a large-enough nest egg.
Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?
Negative interest rates are back! Should portfolio managers change their game plans because of them?
Would you rather be stuck in rush hour traffic or rebalance your portfolio?
Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.
Is it time to start selling growth stocks and buying value stocks?
Can Old Faithful's renowned reliability be replicated in a portfolio?