Is it Time for Value Stocks to Take the Stage? Without question, the predominant market story of 2023 was the blistering rise of mega-cap technology stocks. The so-called...
Why Long/Short Funds Make Sense in a Volatile Market We know that holding a diversified basket of equities has rewarded patient investors over most extended time periods with some...
The Birth and Evolution of Value Investing The investment world often seems to be hung up on a putative dichotomy between value and growth stocks. Mutual funds are labeled...
Investors can easily follow their portfolios' returns by studying monthly or quarterly performance. Assessing and managing risk in a portfolio can be a bigger challenge but is...
We place a high premium on direct contact with management while researching potential investments, and also as part of our ongoing work on current holdings.
Investing in Long Short – Why it’s Important in Today’s Environment Are You Concerned About: Equity valuations being near all-time highs? Winners and Losers – this being a stock...
