The Development Of Corporate Governance In Toulouse 1372-1946 David Le Bris KEDGE Business School William N. Goetzmann Yale School of Management - International Center for Finance; National Bureau of Economic Research... Read More

JDP Capital Management's letter to limited partners for the fourth quarter 2014. Dear Partner, For full year 2014 we were up 27.34% net to limited partners versus 13.68% for the S&P... Read More

AstraZeneca plc (NYSE:AZN) (LON:AZN) named a new chief financial officer amidst reporting a sharp fall in its third-quarter sales and profits. Drug maker AstraZeneca plc (NYSE:AZN) (LON:AZN) reported earnings per share of... Read More

A group of investors who correctly timed the stock market’s bottom in March isn’t bargain hunting yet during the current selloff. Instead, they’re stepping up sales, flashing an ominous... Read More

“Davidson” submits: Q2 hedge fund letters, conference, scoops etc It is useful to note that the Value Investor Index does not adjust  w/rates. It is based on long-term SP500 EPS and... Read More

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities... Read More

Volatility And The Allegory Of The Prisoner's Dilemma: False Peace, Moral Hazard, and Shadow Convexity Dorothy Thompson once said “peace is not the absence of conflict”. Never forget there is... Read More

Emerging market fund flows have suffered their worst week since 2011, as investors fear a correction arising from the tapering of the U.S.’s Quantitative Easing program. During the week ending... Read More

This is part four of a ten-part series on Small-cap returns. Throughout this series, I’m looking at both the benefits, and drawbacks of investing in small caps, considering all of... Read More

Nathaniel August's Mangrove Partners was down 0.5% in May and 6.8% in April, bringing its quarter-to-date return for the second quarter to -7.2% and its year-to-date return for the... Read More