Global Return Asset Management performance results year-to-date and for the month ended April 30, 2016. For the month of April, the S&P 500 generated a 0.35% return. Meanwhile, net of... Read More

Evidence suggests that pricing pressures may force some central banks to give up easing policies this year, and this theme is likely to become the next big trade in... Read More

The Dodge & Cox Stock Fund had a total return of 11.8% for the fourth quarter of 2013, compared to 10.5% for the S&P 500 Index. For 2013, the... Read More

Nice interview with Richard Pzena in this week's Barron's - a small except below Richard Pzena isn't afraid of taking risks. Since Its founding in 1996, his Pzena Investment Management, Inc. (NYSE:PZN) has... Read More

Inside the Theranos lab with Elizabeth Holmes Published on Aug 1, 2016 Theranos CEO Elizabeth Holmes takes CNN's chief medical correspondent Dr. Sanjay Gupta on an exclusive tour of the company's... Read More

Dodge & Cox equity review for the first half ended June 30, 2016. Watch the video here. 2016 Dodge & Cox Equity Review Transcript   Charles Pohl: Welcome to the first half 2016... Read More

“There are some general principles that most winners of this game employ that losers neglect. If you want to win any game, you must know what the principles of the game... Read More

Muhlenkamp and Company letter for the month of January 2017. H/T Dataroma 2016 was a disappointing year for us as our accounts, on average, lost about 3.56% of their value over... Read More

In the late 19th and early 20th century, the music industry engaged in a type of risk control that, in principle, is not very different from the type that... Read More

Joel Greenblatt W’79 WG’80, Managing Partner and Co-CIO of Gotham Asset Management speaks with Howard Marks, W’67, Chairman, Oaktree Capital Management L.P. On Value Investing: A Conversation with Joel Greenblatt... Read More