Practical analysis for investment professionals

Investment Management Strategies


Do-It-Yourself High-Dividend Strategies

Investors do not have to accept lower returns in exchange for high dividend yields. In fact, do-it-yourself (DIY) high-dividend strategies can generate enviable income without sacrificing capital.

Book Review: These Are the Plunderers

The PE playbook is always the same: Borrow money to acquire the firm, saddle it with debt, and extract exorbitant management fees.

The Innovation Advantage: Private Market Investing

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Return to Tradition? Three Reasons to Consider a Bond Allocation

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”

Sentiment Analysis Revisited

How can sentiment analysis help interpret and anticipate market behavior?

ChatGPT and Large Language Models: Their Risks and Limitations

Inaccessible data and the limits of computing power are only two of the obstacles holding LLMs back.

Trick or Treat? Bobbing for Multibaggers in the Small-Cap Market

Small-cap investing is a “negative art.” But in addition to steering clear of losers, small-cap investors have to demonstrate the “positive art” of picking winners.

How Can Family Offices Leverage Artificial Intelligence? Four Applications

AI will revolutionize family office operations. That's why each office must be intentional about its AI adoption formula, governance procedures, and long-term AI roadmap.

Harvesting Equity Premia in Emerging Markets: A Four-Step Process

There is hope for investors seeking a robust emerging market equity strategy to complement their other equity investments.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?