According to an article in Yahoo Finance, Berkshire’s recent investment in Amazon “flies in the face of his long-held investing views” and signals “it’s okay to buy high price-to-earnings multiple…
Day: May 20, 2019
For This Portfolio Manager, Doing Nothing is Best
In an interview with Citywire, lead portfolio manager for the Fiera Capital US Equity fund Nadim Rizk discusses his buy-and-hold strategy. Rizk characterizes his fund’s approach as “tectonic—everything is very…
An Explanation of Market Price Movements: The Discovering Markets Hypothesis
In an article for CFA Institute, Thomas Mayer, CFA, PhD (founding director of the Flossbach von Storch Research Institute) proposes an approach to explain price movements in financial markets. The…