Passive Investing Could Cause Market Trouble
“A fundamental shift in market structure towards rules-based, passive investing over the past decade means a lot of trading is no longer…
opportunity
Volatility Presents Hidden Risk to Hedge Fund Returns
According to recent research from Robeco Asset Management’s David Blitz: “hedge funds have hitched their wagon to stocks with large equity-price swings—a…
Global Return August 2018 Commentary: Thinking Differently
By Jacob Wolinsky Dear Friends, For the month of August, we generated a net return of 2.09%. We ended the month with…
Signals of Warning vs Signals of Opportunity
As Sam Lee has written, valuation in isolation can be a poor tool for making portfolio allocation decisions. However, when paired with…
A Secret Market Opportunity: Coupa
Coupa Software is a cloud space software that helps businesses manage their expenses and is a value adding company worth considering in…