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Day: January 20, 2022

Hedge Fund Manager Promotes a Safe Haven Style of Investing
3 years ago
Hedge Fund Manager Promotes a Safe Haven Style of Investing

In an opinion piece for The New York Times, Peter Coy interviewed Mark Spitznagel, founder and CIO of Universa Investments LP and author of the recent book Safe Haven: Investing…

The Spike in Real Rates Is Just The Beginning
3 years ago
The Spike in Real Rates Is Just The Beginning

In a note to clients, Dennis DeBusschere, voted the #1 U.S. portfolio strategist in Institutional Investor’s 2021 survey, says that higher rates are not an obstacle for the S&P 500’s…

A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
3 years ago
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt

There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks…

Recent Original Research
May 9, 2025
Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
May 6, 2025
Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
May 5, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance...
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