January 23, 2020
Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.
January 21, 2020
Monetarism, which was largely associated with Nobel Laureate economist Milton Friedman, posited that GDP and inflation were primarily influenced by the money supply. A central tenet was the quantity theory of money.
January 17, 2020
January 16, 2020
January 14, 2020
Now that we have completed our first year, I thought it might be interesting to take a look back at our most popular interviews and some of the important lessons that I learned from them. Below are our five most read interviews from our first year and the key lesson I took from each of them.
January 7, 2020
Investing is an ever-evolving industry. In recent years, we have seen the rise of indexing, quantitative strategies, an explosion of alternative data, and fee compression. Specific tools and data sets have delivered some improvements, for example, the addition of alternative data to analysts’ resources; however, the research workflow has remained relatively static.
January 7, 2020
Strategic investors seeking solid gameplans for their first quarter returned from year-end holidays to be buffeted anew by geopolitical risks.
December 30, 2019
December 19, 2019
December 17, 2019
No investing factor has been maligned more than the Price/Book in recent years. In a period where value in general has performed very poorly, the Price/Book has struggled more than any of the other common value factors. When you couple that with the fact that the Price/Book’s failure to account for intangible assets makes its validity questionable in a world where more than 80% of assets are intangible, you have a perfect storm for investors challenging the long-term validity of the factor.
December 6, 2019
A significant level of assets have flowed into sustainable investment in recent years, to the tune of $30.7 trillion globally in the five major markets at the start of 2018—a 34% increase in two years—according to The Global Sustainable Investing Alliance’s most recent trends report.
December 5, 2019
Investors are looking for consistent, competitive returns in their equity portfolios, and we believe our risk management team partnering with our portfolio management teams is crucial in that pursuit.
December 4, 2019
December 4, 2019
November 29, 2019
Josh covers some of those potential traps and errors that can arise when building a lineup. Although we think about how investors will be using them in a more institutional context, often within a retirement plan, many of these points are equally relevant if you are building your own individual portfolio.
November 27, 2019
Many traders would deal with stress in positive ways like exercise or competitive sports, while others seemed to never find the right outlet. Over the years I’ve tried to identify the characteristics of the successful traders, and the one thing that always pops up is a healthy respect for risk.
November 26, 2019
November 21, 2019
November 19, 2019
When I talk about value investing, I am talking about a more traditional definition of it. That means buying cheap stocks relative to current fundamentals. That could mean earnings or cash flow or book value or sales or a variety of other metrics. There are some funds out there that use the word “value” in their name, but don’t fit into this traditional value mold.
November 15, 2019
November 13, 2019
For any manufacturer, the importance of understanding risks in their supply chain is clear. Whether it is logistics, disruption, sourcing or quality issues, businesses know that globalization means reliance on supply chains. Monitoring and evaluation of supply chains is a complex process that typically is not noticed by end customers if it runs well.
November 13, 2019
November 12, 2019
November 8, 2019
November 5, 2019
November 5, 2019
Before we debate the merits of buybacks, it is important to understand what they are. Profitable companies generate excess cash on a regular basis. They have a variety of options for what to do with it. They can reinvest it back in their business. They can just keep it in the bank. They can buy other companies with it . They can pay down debt. They can pay dividends. They can also buy back their own stock.
November 1, 2019
October 29, 2019
There are many skills that can benefit you as an investor. Being smart is certainly an asset, although it can also get you in trouble if you don’t know your limitations. The ability to control your emotions is also a huge plus. But I think the most important skill may be the ability to think critically.
