Worm Capital describes itself as a "research-driven, growth-oriented, and concentrated long-term investment management firm." It looks for "innovative, disruptive firms early in their growth cycles. Arne Alsin founded Worm... Read More

Eric Khrom's Khrom Capital returned 61% net of fees and expenses in 2020, according to a copy of the firm's full-year letter to investors, which ValueWalk has been able... Read More

Wayne Gretzky Would Have Been a Great Investor As Well by Felix Narhi, CFA, Pender “Skate to where the puck is going, not to where it has been” – Wayne... Read More

GrizzlyRock Value Partners returned 5.12% net for the third quarter, bringing its year-to-date return to 34.87%. The S&P 500 returned just 0.23%, while the Russell 2000 was up 4.6%.... Read More

DG Value's Concentrated Strategy was up 0.2% for the fourth quarter, bringing its full-year return to 5.58% for 2019. The HFRI Distressed and Restructuring Index was down -.41% for... Read More

So far this year gold has performed quite well, with the London PM price up about 10% YTD (blue line).  The 2014 YTD return is the second best since... Read More

Use This Simple Quality Ratio To Improve Your Investment Returns by Tim du Toit, Quant Investing What if I told you that there is a simple quality ratio you could use... Read More

I admit that there is no type of result I enjoy encountering more than one that seems so counterintuitive, so against accepted wisdom, so surprising that I didn’t see... Read More

The Three Bridges Europe Fund posted a negative return of -1.8% net in January, affected, as most equity funds were, by the slide in emerging market stocks and currencies... Read More

A strong and persistent trend is taking place in commodities, a July 31 report from Capital Economics notes, and nothing is likely the change the “current malaise,” and this... Read More