• Weekly Research Briefing:
    Just New All Time Highs

    January 13, 2020

    The bears tried their best to break the market Tuesday night on the anticipated Iranian attacks but it didn’t last long. Iran quickly backed down once the news of a mistaken attack on a Ukranian passenger jet surfaced. As geopolitical risks de-escalated, the markets quickly turned its thoughts toward the signing of a U.S./China trade deal…

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  • Bounded Rationality:
    Tapping Investor Behavior to Source Alpha

    Tapping Investor Behavior to Source Alpha

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



  • Defining Alpha...It's Skill Not Excess Return

    Alpha vs 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.



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  • The New Core Allocation:
    Long/Short Equity

    Core Allocation Long Short Equity

    With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.


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