When the market drops sharply, as it did last week, investors get the chance to buy great companies at a discount. This company has an unprecedented history of growth... Read More

The hedge fund industry is heading for its worst first half performance since 2011, according to Hedge Fund Research Inc.'s Global Hedge Fund Index. For the year to June 29,... 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

In running risk-weighted analysis of potential impact of exogenous changes in six key variables driving the European economy, a Goldman Sachs report notes that the trade-weighted exchange rate, oil... Read More

We’ve collected the following tributes to Jack Bogle from among the authors who contribute to Advisor Perspectives and other prominent individuals in the investment industry. Q4 hedge fund letters, conference,... Read More

The emerging markets (EM) asset class has been especially disappointing for investors in the past few years [Figure 1], as measured by the MSCI Emerging Markets Index. However, last... Read More

This session extended the discussion of everything that can wrong in the real world. Lenders, left unprotected, will be exploited. Information can be noisy and markets can be irrational.... Read More

Famed corporate lawyer and inventor of the poison pill (or shareholders rights plan, as he called it) Martin Lipton is, as you would expect, not happy about activists’ rise... Read More

As the hype regarding investors replacing human investment advisers with online websites and computerized recommendation services reaches a crescendo, a new Wells Fargo/Gallup study suggests people still prefer to... Read More

Weitz Investment Management letter to investors for the third quarter ended September 30, 2015. H/T Dataroma Dear Fellow Investor: For the past several years, investors have been focused on the Federal Reserve... Read More