Practical analysis for investment professionals

Investment Management Strategies


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

AI and Big Data: Can They Guide Investors through the Pandemic?

The global pandemic is a rare opportunity to gauge how well AI and big data applications in investing have performed.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

Green Shock? Stock Market Overreactions to Bad ESG News

Does investor overreaction to ESG controversies create the opportunity for abnormal returns?

What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?



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