Research

May 1, 2026 - The world of finance is littered with three letter acronyms. To add to the plethora of those regularly discussed in this memo (to be fair, it is about M&A and SPACs), CVR is one that should be in investors' lexicons. We previously…

April 27, 2026 - One of the biggest challenges that an investor may face is buying a stock when it is trading at its 52-week high. There are several reasons why buying at this level can be psychologically difficult: Investors anchor to lower past prices. If…

April 9, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

April 4, 2026 - Liquidity is defined as the ease and speed with which an asset can be converted into cash at or near its current value without materially impacting its price. As an asset class, private credit is inherently illiquid. Loans are typically directly originated, not…

March 30, 2026 - Seemingly every spring, geopolitical chaos erupts, causing equity prices to slump, interest rates to surge, and corporate deal activity to plummet. Last April, there was the emergence of the U.S trade war, which introduced tariffs, supply chain disruptions, and persistent policy uncertainty, the…

March 22, 2026 - The concept of value investing, implemented as buying an asset for less than it is worth, appears to be simple and intuitive on the surface. However, from a practical standpoint, sticking with a strategy that invests in securities trading below their intrinsic…

March 6, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

March 4, 2026 - Portfolio management pioneer and trailblazer of the endowment-style asset allocation approach, David Swensen, once referred to private equity as "a superior form of capitalism." His praise of private equity was based on the notion that aligning ownership and control within the same group led…

February 21, 2026 - The roots of quality investing predate modern quantitative finance. In their ground-breaking 1934 book Security Analysis, investment legends Benjamin Graham and David Dodd emphasized not only cheap valuations (hence their status as the fathers of value investing), but also investment quality metrics such as…

February 6, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)