“Active managers can produce persistent excess returns when it comes to their best ideas—but they only devote half of their capital to these investments,” according to a recent article in…
Tag: Stock Selection
Learning from the Hierarchy of Investor Needs
By Justin J. Carbonneau (@jjcarbonneau) — The original “hierarchy of needs” model was developed by Abraham Maslow in 1943. Maslow proposed the hierarchy as a way to understand human motivation…
Investing Internationally: Countries or Companies?
The topic of global investing through allocating country risk was addressed in a recent CFA Institute interview with NYU finance professor Aswath Damodaran. While the goal of this approach is to…