Algorithm Aversion by Dr Ewan Kirk, Cantab Capital Partners Investors in general are skeptical of systematic trading. Why could this be? Long term performance seems to indicate that the performance... Read More

Apple is one of the S&P 500's standout performers this year, but rather surprisingly,  global active fund managers are underweight the stock compared to the MSCI AC World Index. This... Read More

Below is our 13F roundup for some high profile names for the third quarter of 2019 (30 Sep 2019). These statements are generally seen as a barometer of hedge fund sentiment, even... Read More

Maguire Asset Management & Others Go Active On iPass Inc. by Activist Stocks A collective of activist investors have teamed up to take on iPass, the sub $100 million market... Read More

Growth Opportunities In Japan by Kenichi Amaki, Portfolio Manager, Matthews Asia Small- and medium-sized listed Japanese companies are finding opportunities at home and across Asia The sustained growth of Asia and Japan’s... Read More

According to data from the Federal Reserve, US consumer credit grew by 5.5% annualized during Q3 the fastest quarterly pace this year. Credit now tops $1 trillion after a... Read More

Ray Dalio on his book Principles: Life and Work Also see his favorite books here Reality works as reality works. In order to be successful, you need to know how reality... Read More

With equity markets “well supported” at higher valuations, the current market environment for long / short fund managers that employ a fundamental research process is “very compelling,” according to... Read More

Calling a bottom in the housing market has been an obsession of pundits over the past few years - However, when a renowned bear does so it may make... Read More

Jeremy Grantham says that falling oil prices shouldn’t have been such a surprise, calling it his major regret for 2014 It may be easy to understand market reactions in retrospect,... Read More