Don’t Get Sacked – Super Bowl Version LV

How are investing and the NFL similar?
Read More

How to Actively Add Value

Maybe we just need to be more open – more transparent about our ability?
Read More

Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
Read More

Trillions of Influence

Research Roundtable Publication What people buy and sell can be influenced by prominent figures.  Social media calls these people influencers. The influencers of the investment world […]
Read More

Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
Read More

Bungled Benchmarking

When comparing different types of investments, check to make sure apples are not oranges.
Read More