This article was originally published on March 5, 2018, but the performance and stock list has been updated. By Justin J. Carbonneau (@jjcarbonneau) — There is no shortage of evidence showing…
Day: January 17, 2020
High-Quality Stocks Won in a Tricky Year for Factor Investing
Although 2019 marked a year-long rally for the stock market, a recent Barron’s article notes that, “underneath the broad optimism,” various factor groups moved in and out of favor along…
Hindsight Capital’s Decade of Wins
A recent article in Bloomberg chronicles the past decade’s track record of a “mythical” hedge fund called Hindsight Capital LLC with a tongue-in-cheek account of its wildly successful trades. The…
As Stocks Hit New Highs, Money-Losing Companies Mushroom
The number of loss-making companies in the U.S. has bloated to 40% over the last 12 months, the “highest level since the late 1990s of post-recession periods,” says a recent…
Move Your Money to Increase Say on Corporate Behavior
While fund manager fees and performance are widely covered, “relatively little attention has been given to their role in corporate governance,” says an article in The New York Times that…