As fund manager Bill Gross nears the third anniversary of his dramatic departure from PIMCO (which he co-founded and built into the world’s largest fund manager), his performance has been…
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Alternative Data Could Be Last Hope for Active Managers
Stock pickers believe that alternative data—including digital footprints such as social media information, satellite images, etc.—can lead to outperformance against indexes, but the complexities associated with using such data can…
Harvard Endowment Shows Disappointing Performance
While an improvement over the 2% loss suffered in 2016, Harvard University’s endowment returned a lackluster 8.1% this year, according to a recent article in The Wall Street Journal, “marking…
Buffett Bets on Trucking
Last week, Berkshire Hathaway announced an agreement to purchase a 38.6% stake in Pilot Travel Centers LLC for an undisclosed amount, according to a Wall Street Journal article that calls…
Kaissar: U.S. Investors' Home Bias Not Justified
“Despite all the attention heaped on U.S. stocks this year,” writes Bloomberg’s Nir Kaissar, “there’s been more to cheer overseas.” Kaissar explains that, even though data shows that overseas stocks…
A "Flywheel" Approach to Investing
By John Reese — Teacher and leadership coach Jim Collins has authored and co-authored six books that delve into the inner workings of corporations and what makes them succeed or…
Data that May Support Continued Bull Run
A recent article in Bloomberg outlines the viewpoints of a group of strategists and investors (with supporting data graphs) regarding to what degree the current bull run may have staying…
Dartmouth Endowment Returns Hit New High
For the fiscal year ended in June, Dartmouth University’s endowment fund returned a record 14.6% to $4.96 billion, after a nearly 2% decline last year. This according to a recent…
Podcasts of the Week: Ford, Sherman & Thorndike
By Jack M. Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment,…
A Trader Betting on Market Turmoil
While betting against market upset has been “one of the longest-running and most profitable trades in recent financial history,” hedge fund manager Christopher Cole is “arguing with the passionate intensity…