Investment Philosophy

21 June 2017

What Is Your Belief System?

If you can isolate the beliefs that are truly influential in your professional work, you can improve your success rate significantly, says Jim Ware, CFA. Ask yourself, “What do I believe is true? And how does this affect my decisions and behavior?”

29 November 2016

The Key to Great Investing

By Isaac Presley, CFA

A number of different investing strategies are effective, but the key is not so much to find any one approach in particular, but to apply it with discipline, says Isaac Presley, CFA.

29 March 2016

Alpha Wounds: Culture vs. Philosophy Mismatch

By Jason Voss, CFA

Jason Voss, CFA, discusses the importance of aligning investment firm culture with investment philosophy to maximize alpha.

16 May 2014

“Contrarian” Chronicles Life and Legacy of Sir John Templeton, CFA

By Usman Hayat, CFA

Thanks to his extraordinary track record as an investor, the late John Templeton, CFA, ranks alongside Warren Buffett and George Soros as one of the most successful money managers of all time. Still, for many investment professionals today, Templeton is less well known.

25 February 2014

Interaction of My Investment Muses

By A. Michael Lipper, CFA

A discussion of what investment DNA that may be driving your current investments.

Curated Global Headlines by SmartBrief.com

India cuts trading to 4 hours

The Reserve Bank of India has reduced trading hours for bonds, foreign exchange and derivatives to four hours. The revised hours, 4:30 to 8:30 a.m. Greenwich Mean Time, are effective through April 17. The Times of India (03 Apr.)

Hedge funds could complicate Libor transition

Firms working to replace Libor are concerned hedge funds might buy up instruments for which the legality of changing the interest rate is questionable so the funds can sue entities making the change. "It would greatly surprise me if the more imaginative and aggressive hedge funds did not have armies of people looking at this," says Marc Florent, a litigation partner at Baker McKenzie. Practice Insight (06 Apr.)

NYSE requests listing-rule waiver from SEC

The New York Stock Exchange has asked the Securities and Exchange Commission to waive a requirement that companies maintain a certain share price over 30 trading days, saying some firms might be noncompliant because of the coronavirus pandemic. "We are committed to advocating on behalf of our issuers during these challenging economic times and continue to speak with the SEC staff about this and other proposed rule changes," NYSE spokesman Farrell Kramer says. Reuters (06 Apr.)

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