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Search Results for: psychology OR behavior

SEC Turns Focus on Earnings Manipulation

April 10, 2023

…The Journal reports. By going after individuals, the SEC hopes to change corporate behavior and that other executives will be dissuaded from tweaking their accounting. Earnings manipulation has long been…

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The Surprising Investment Factor That Defies the Risk-Return Tradeoff

March 8, 2023

…return by taking on more risk or they capitalize on the behavior of other investors that leads to a mispricing. With low volatility, using the risk-based framework doesn’t lead to…

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A Detailed Look at the Quality Factor

February 22, 2023

…to investor behavior. Applying that framework to quality is difficult, though. It is hard to argue that buying high quality companies is riskier, and most practitioners don’t believe there is…

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Investing $10,000 Right Now

February 10, 2023

…misbehave, improved fiscal and monetary behavior is likely to become more widespread amongst emerging markets. And stocks are cheap, with the emerging markets index trading at a 20-year low compared…

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5 Behavioral Tricks for Long-Term Investors

December 14, 2022

…like to focus on what we own and the details of our investment strategies, in times like these, behavior can play a far more important role in whether we achieve…

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Humbling the Forecasters & Learning Lessons

November 9, 2022

…have a direct effect on us. Current behavior and emotions are largely based on what is happening now, in the present, when recent experiences are influencing us more. The past…

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Bear Market Hasn’t Hit Passive Yet

November 1, 2022

…retirement funds have their defaults set to passive investing, so there’s always money coming into the funds from a variety of streams. But beyond that, simple psychology could be another…

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Three Lessons From Andrew Beer

October 26, 2022

…our behavior. It is difficult to lose money in the market and all of us tend to make behavioral mistakes when we are doing it. But in my experience, it…

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Four Hard Investing Lessons From 2022 With Silver Linings

October 19, 2022

…Mr. Market. Mr. Market is subject to wild mood swings.” While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what…

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Show Us Your Portfolio: Dr. Daniel Crosby

October 13, 2022

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak…

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Recent Original Research
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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....
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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...
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Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This group currently includes fewer than 70 companies from various economic sectors. This long-term dividend growth pattern indicates consistent...
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