One of Warren Buffett’s biggest acquisitions in recent years began at a dinner in New York City between the legendary investor and the CEO of Alleghany Corp., Joseph Brandon, reports…
Alpha Boils Down To One Thing In Active Management
Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…
The Good, Bad and Ugly of Trend Following
By Justin Carbonneau (@jjcarbonneau) — Something has happened recently that hasn’t happened in quite some time – of the seven major market indices we apply our trend following model to…
The End of Value Winter
In thanks partly to climate transition, Value stocks will continue to shine, says senior portfolio manager Colin Graham in an article for Robeco. Value began to emerge as the world…
Japanese Yen’s Drop Could Indicate Market Trouble
The Japanese yen has dropped 12% against the U.S. dollar so far in 2022 to hit a 20-year low. That could be a risk to markets far beyond Tokyo, such…
The Market’s Future Ain’t What It Used To Be
In the current market, where U.S. stocks are down more than 7% and bonds have dropped nearly 9% so far this year, investors may be feeling the pressure to take…
Buffett To Host Final Charity Lunch For Glide
In what’s being called “the grande finale,” Warren Buffett will auction off a final luncheon for the San Francisco-based charity Glide, reports Bloomberg. Buffett has been hosting the lunch for…
Show Us Your Portfolio: Meb Faber
We have always found it very informative when investors we respect talk about how they manage their personal portfolios. So we decided to start a new segment of the podcast…
Ackman Exits Netflix
After less than 3 months, Bill Ackman of Pershing Square Capital Management is dumping his stake in Netflix, Bloomberg reports. The company decided to ditch its investment after the streaming…
Baird Portfolio Manager Wins Morningstar’s Top Prize
Chief Investment Officer and the lead fixed-income portfolio manager Mary Ellen Stanek at Baird has been awarded Morningstar’s 2022 Outstanding Portfolio Manager prize, reports CityWireUSA. This was Stanek’s third time…