Ben Axler’s hedge fund firm Spruce Point Capital is making a name for itself as a short seller—as well as some handsome returns—through deep-dive research. This according to a recent…
Day: June 17, 2019
The Next Bear Market Could See a 35% Dip in Dow
In a recent article for MarketWatch, columnist Mark Hulbert explains that the severity of the next bear market has become a pressing question of late, “since Wall Street has shifted…
Factor Investing is Falling Short
The attempts by pension funds and endowments to earn equity premiums by incorporating factor-based funds into their portfolios has fallen short, instead leaving them with uncompensated risks. This according to…
On Telling Luck from Judgement
A recent article in the Financial Times cites the example of Neil Woodford, once a darling of the investment community, whose recent years of underperformance represents a cautionary tale regarding…