May 26, 2020 - In what seems like ages ago, back in February, I prognosticated regarding a new movement in investment management in a piece titled, “Alpha + Beta: The Next Frontier In Investment Management.” (more…)
April 22, 2020 - Nearly 2,000 years ago, the ancient Roman writer Pliny the Elder first wrote that ostriches, when threatened, would bury their heads in the sand in an ill-advised attempt to hide from potential predators. (more…)
April 15, 2020 - Billionaire Investor Warren Buffett once stated, “Give a man a fish and you will feed him for a day. Teach a man to arbitrage and you will feed him forever.” Notably, Warren Buffett earned a 53% rate of return from…
March 26, 2020 - In mid-January 2020, I put out a piece titled, “With Markets At Record High Valuations, This One Investment Strategy Can Help Diversify Your Portfolio” with the goal of flagging record-high equity valuations and making the case for allocating to…
March 17, 2020 - “The financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. (more…)
February 26, 2020 - In 1956, Warren Buffett started his hedge fund, the Buffett Partnership, after apprenticing under the tutelage of legendary value investor Ben Graham for a handful of years. (more…)
February 13, 2020 -The benefit of relentless competition in popular human endeavours is the progression and constant improvement within the activity. (more…)
Want to learn about the investment strategies and techniques used by hedge fund managers to beat the market? Download Reminiscences of a Hedge Fund Operator by investor, Julian Klymochko