Investment Management Value Judgments: Viewing the Premium’s Performance Through History’s Lens 10/2019 Has value really lost its vigor? While growth stocks have outperformed in the past decade, value returns have largely tracked... Read More
Investment Management E+R=O, a Formula for Success¹ 07/2018 Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds... Read More
Investment Management Pessimism Sells 04/2016 Despite overwhelming historical evidence that the world—and markets—tend to improve over time, pessimism remains more popular... Read More