The market crash exposed weakness in the long-heralded “Endowment Model.”What did
we learn about it? And how do we think about structuring portfolios for uncertain times?
These represent our thoughts on special topics and issues in the investment world. Historically, they have come in various forms, including newsletters, white papers, and client notes. We try to emphasize long term thinking and core principles, rather than short term reaction.
|Robotization and Investment Advice||11/05/2015|
|Protecting Yourself from Investment Fraud||07/28/2015|
|Oil in Flames: Game Changer?||01/05/2015|
|Guaranteed Taxes versus Uncertain Returns: Depriving the Devil His Due||12/18/2014|
|Dollar Cost Averaging: Does It Make Sense?||03/04/2014|
These represent our thoughts on the capital markets on a quarterly basis. Here, we try to put short term market news into broader perspective, as well as highlight our investment research conclusions.
|Fundametrics® Small Cap Equity 2Q17 Performance Summary and Observations||07/17/2017|
|The Price of Momentum||06/18/2017|
|Tesla vs. GM: And the Winner Is...?||04/12/2017|
|Fundametrics® Small Cap Equity 1Q 2017 Performance Summary and Observations||04/12/2017|
|Research Snapshot: Our Own Look at the Post-Election Rally||01/19/2017|
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