Practical analysis for investment professionals

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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.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.

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.

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.

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.

Top Five Articles from June: Brexit, Damodaran, and Dumb Alpha

Standout stories from the last month include the latest entry in the Alpha Wounds series by Jason Voss, CFA, in which he analyzes the lack of independent judgment among active managers; Matthew Borin's examination of the recent Brexit vote and its fallout; and Ron Surz's piece explaining how successful advisers are like successful waiters.



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