• Weekly Research Briefing:
    Some Relief from the Storm…

    March 19, 2018

    Your kids are out on break, so it is time for you to follow in their footsteps and take some time off from the tape and the news wires. The market is continuing to churn within the range from its January highs and February lows.

    READ NOW >
  • Bounded Rationality:
    Tapping Investor Behavior to Source Alpha

    February 2017

    Behavioral biases influence even the most expert investors, and often create a predictable pattern of how future company expectations could evolve.


  • Behavioral Bias:
    The Ultimate Bracket Buster

    by John Riddle, CFA

    Agonizing over March Madness picks? Scanning the regular season records and starting lineups to decipher who will surprise and who will choke? The ultimate bracket buster probably isn’t that upstart 12 seed lurking in the bottom of the bracket. A bigger barrier to office pool glory might be in your head.

    READ NOW >
  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.


    READ NOW >
  • Wall Street Mood Monitor

    4th Quarter

    The Wall Street Mood Monitor is a three-factor model gauging the climate or “mood” for active management within each sector. The factors include sentiment, earnings trends and correlations. Find out which sectors may be a sweet spot for active management.

    READ NOW >