Practical analysis for investment professionals

Take 15


Bob Geldof on Investing in Africa

Africa is a unique opportunity because it is a “blank slate,” according to Bob Geldof. “Corkers,” his description of firms poised to take off once they get capital, are just waiting for new investment.

Selecting Small- and Mid-Cap International Value Equities

Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.

Top Five Articles from September: Shareholder Value and Career Coaches

Highlights from last month include a critique of shareholder value maximization by Anjali Pradhan, CFA; a discussion of the distractions caused by vision-narrowing apps and dysfunctional networks from Mark Harrison, CFA; an analysis of the benefits of hiring a career coach by Julia VanDeren; and Daniel Goleman's take on the the key elements of emotional intelligence as reported by Matthew Borin.

How to Improve Your Memory

"When someone has a razor-sharp memory, we perceive them to be more intelligent,” says memory expert Chester Santos. “And we always want to do business with, we’re always going to refer, those professionals we perceive to be the most intelligent." That's why it's worth sharpening our memory skills, says Santos. And he has some pointers to help hone them.

Daniel Goleman: Three Steps to Better Investing

There are three elements to emotional intelligence, according to Daniel Goleman: mindfulness, empathy, and relationship skills. Developing these attributes is critical to becoming a better investment adviser.

Health Care Is Critical to Wealth Care

Carolyn McClanahan believes that financial planners need to help clients figure out their long-term goals rather than focusing on investments alone. She finds that many financial planners avoid discussing health with their clients despite its significant implications.

Good vs. Lucky: Assessing Portfolio Manager Performance

There are three intangibles that all good portfolio managers have, says Jacques Lussier, CFA, but factor-based benchmarks are still the best way to distinguish the effective managers from the lucky ones.

Top Five Articles from July: Forward P/E, Active Management, Ariely

Highlights from last month include examinations of the CAPE ratio and forward P/E earnings by Joachim Klement, CFA; Matthew Borin's analysis of a recent Take 15 talk with Dan Ariely; an interview with C. Thomas Howard about the state of active management by Jason Voss, CFA; and a somewhat alarming take on the long-term implications of the low interest rate environment on the viability of banks and insurance companies by David Schawel, CFA.

The Outlook for Fixed Income: Stagnant Prices, Tighter Money

Interest rates are nearing a lower bound, David Schawel, CFA, tells Will Ortel during a recent Take 15 interview. “Most likely we’re not going to be in a 30-year bull market for interest rates falling again,” he said. So what does this mean for fixed-income investors?

Dan Ariely on the Power of Irrational Thinking

"Thinking about opportunity cost is necessary to thinking well about money, but it’s just not humanly possible,” states Dan Ariely.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close