An Investor's View From Singapore Our Director of Marketing, Sarah Rogala, caught up with Senior Analyst Jong Lim after his recent trip to Singapore. They talked about Singapore’s pragmatism and how...
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Let me tell you a story about two farmers. Farmer Browne and Ol' MacDonald grew up together in a village in medieval England. They were subject to the same lord, they went to the same church, and...
There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a...
This week, a surprising announcement from China’s Deep Seek sparked a lot of market chatter (and, ya know, vaporized nearly $600B in market value from Nvidia). Deep Seek claims it developed an...
For years, Warren Buffett’s advice has been pretty clear — for most investors, the S&P 500 is the safest bet. “Just buy the index,” he’s famously said. And for the past decade, he’s been pretty right...
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In the 1980s, very few equity fund managers adhered to an indexing strategy. Fund managers were actively picking stocks to generate alpha for their clients. But over the course of the 1990s and...
Excerpt from Hidden Value Stock Newsletter: Connor Browne and Rob MacDonald are two of the co-founders of City Different Investments. Both serve as portfolio managers, and Browne runs the firm....
When my three daughters were little, they loved Easter egg hunts. As I’m sure many of you also do, we’d put candy in plastic Easter eggs and hide them around the house. My high-energy oldest daughter...
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The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal...
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Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals...
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With a large reversal in factor returns over the last two years, we’re hearing this question a lot: Can active management deliver outperformance that isn’t dependent on systematic factors?
