Fixed income, the stalwart of diversification in portfolios, may no longer fill this role. In a video, “How to Find Diversification,” Morgan Stanley equity analyst Michael Cyprys and strategist... read more

Emerging Value Capital Management commentary for the third quarter ended September 30, 2016.   Q3 2016 hedge fund letters Q2 2016 hedge fund letters   Dear Partners and Shareholders, For the third quarter of 2016,... read more

As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've added several new legendary investors to our resource archives. The new pages cover... read more

Philosophy and Process We believe that company-specific value creation is frequently mispriced in the public markets. As a result, the RS Value Team employs an investment process that is driven... read more

Though Donald Trump’s election has amplified concerns about a rollback of free trade, signs of upside trends in services trade and continued recovery in container trade point to moderately... read more

The Genesis Of A Value Investment Firm - Chan Lee And Albert Yong Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... read more

Japanese construction stocks have rallied after the announcement that Tokyo would host the 2020 Olympics, but the actual impact of the games has been overestimated and the stocks are... read more

John Malone's annual letter to Liberty Interactive shareholders for the year ended December 31, 2014. For some help see this great presentation by Denali on Liberty and its vehicles  We often... read more

On January 31, 1940, Miss Ida Fuller received a check for $22.54. She was the first person to retire under the Old-Age, Survivors, and Disability Insurance (OASDI) scheme, better... read more

Given the stubborn gender gap well established in the investment industry, bringing more women into the sector will move a long way toward achieving investors’ long-term goals, notes State... read more