Practical analysis for investment professionals

Sloane Ortel

Follow @sloaneortel on Twitter

77 Posts

Biography

Sloane Ortel has worked in investment management since 2006 and joined CFA Institute in 2010.

Author's Posts
Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.

Weekend Reads: Study the Exceptions

'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

Weekend Reads: Information Security Hygiene

Will Ortel looks at why information security is so hard and outlines some steps you can take to make yourself safer in this week's edition of Weekend Reads.

Weekend Reads: Summer of Storms

Across the globe, it has been a summer of storms, both real and figurative. Good luck tuning out the thunder. But Will Ortel has a suggestion for this weekend — a long one in the United States: Spend some time on the slower-moving tempests.

What to Call Your Fund

Can luck be multiplied through language? Picking a name for your firm that is both pronounceable and memorable would seem to play some role in the overall success of your effort. After all, you are unlikely to be the only game in town.

Weekend Reads: Funny Computers

How far are computers from authoring (and understanding) authentically funny jokes? Will Ortel explains in this week's edition of Weekend Reads.

Finding Faith in Value after All These Years

The appearance of a new valuation paradigm awakens childhood fears in Will Ortel, who parses them with the help of the Annual Ben Graham Value Investing Conference IV.

Weekend Reads: Classic Papers for Lasting Learning

This weekend, Will Ortel invites readers to learn something that will last with the help of Google’s recently released Classic Papers feature.

Weekend Reads: Getting Better with Age

Wisdom from John Bogle, a look at cryptocurrencies, and an exploration of the state of farmland in the United States are among the topics covered in this week's Weekend Reads from Will Ortel.



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