For the fourth week in a row both hedge funds and private clients were net buyers of stocks while institutional investors were net sellers, that’s according to Bank of... Read More

Outside of political considerations with Russia and Greece, Federal Reserve interest rate policy is probably the most talked of issue on the minds of investors today. The debate about was... Read More

A News-Utility Theory for Inattention and Delegation in Portfolio Choice Michaela Pagel** Columbia Graduate School of Business Abstract Recent evidence suggests that investors either are inattentive to their portfolios or undertake puzzling rebalancing... Read More

Laws and regulations are only as effective as the enforcement efforts associated with them. Securities and Exchange Commissioner Kara Stein, when looking at recent waivers given to the largest... Read More

The first two are links to the articles that I mentioned to you specifically.  They have had such an impact on me that I have scheduled reminders to read... Read More

Interview with Bruce Greenwald Source: Valuewalk [drizzle][/drizzle] Read More

Westport Funds Select Cap Fund Q3 Commentary Portfolio Review During the third quarter, the Westport Select Cap Fund’s Class R shares fell 3.43%, ahead of the Russell 2000® Index’s loss of... Read More

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc nextvoyage / Pixabay RIAs must grow sustainably in... Read More

I have noticed, that with merger mania in full swing, Wall Street is turning to increasingly disjointed and exotic valuation metrics in order to justify the high valuations, (by... Read More

Floats And Moats I am going to talk about two different ideas. Floats. And Moats. Over the last few months, I have been obsessed by these two ideas. I have spent a... Read More