An article in the May issue of the Chicago Booth Review discusses the ongoing discovery of investable factors, which it says are “being discovered almost as quickly as they can…
Day: July 13, 2018
JPMorgan: Late Cycle Can Bring Big Gains
A recent Bloomberg article addresses the question of whether to “push the sell button on winning trades,” given that the global economy has entered the late stages of the current…
Value Investors Face Existential Crisis
Many investors have “drifted away from the hallmark of value investing championed by the likes of Benjamin Graham and Warren Buffett: actively picking stocks the market has overlooked.” This according…
Small-Cap Picks from Top Global Investor
A recent Barron’s article profiles Magnus Larson–lead manager of the AMG TimesSquare International Small Cap Fund ($1.2 billion)—who has been able to deliver a 13.6% five-year annualized return (reportedly beating…