Practical analysis for investment professionals

Equity Investments


Russell Napier: Equity Markets and Structural Change

“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”

Private Equity: The Emperor Has No Clothes

Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.

Investing in Asia: Grasping Corporate Governance Nuances Is Key

What do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.

BlackRock’s Kate Moore: Opportunities in Equities

Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.

The Dark Side of Low-Volatility Stocks

Low volatility may be a great marketing concept, but does it work as a strategy?

Mr. Market’s Split Personality: Can Sector-Driven Factors Help?

Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.

Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?



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