Papers & Publications
Choosing the Courage of Conviction Over the Comfort of Consensus
In 1846, Danish philosopher Soren Kierkegaard wrote, “The crowd is untruth” — a concept worthy of a sticky note on the refrigerator of time. Nearly two centuries later, the full quote, “There is a view of life which holds that where the crowd is, there also is the...
Investment Roundtable: Powering Value Investing Through Active Engagement
Staying ahead of the performance curve while traversing today’s cookie-cutter investment landscape requires more than passive investing and intermittent engagement. Doing better than the market necessarily calls for doing something different. However, our industry’s...
Bridging the Value Gap: Powering Value Investing through Active Engagement
Staying ahead of the performance curve while traversing today’s cookie-cutter investment landscape requires more than passive investing and intermittent engagement. Doing better than the market necessarily calls for doing something different. However, our industry’s...
Value Investing: Swim Against the Current in Today’s Sea of Sameness
The financial services landscape has been reshaped over the past decade by a pronounced shift from active investment strategies to passive investment vehicles, particularly in mutual funds and index funds. As documented by recent CNBC coverage, passive investing has...