Research

The goal of our research is to develop thoughts about the markets, their drivers, and our responses to an increasingly dissonant investment universe.

Links

2012-01-23	Perspectives: 2011 Year in Review
2012-01-20	Perspectives: An Exercise in Prognostication
2011-12-21	White Paper: Debt On, Debt Off
2011-11-01	Perspective: Thoughts on Greece and the Macro Environment
2011-08-31	White Paper: Consistency and the Cyclicality of Excess Returns
2011-08-10	Perspective: Thoughts on the US downgrade and Current Market Volatility
2011-02-28	Perspective: 2010 Market Review
2010-12-14	Perspective: How long do you hold on to an underperforming asset? And is it ever too long?
2010-11-08	Perspective: Is fundamental research meaningful any more in a market of high-frequency trading shops, short-term-oriented hedge funds, and macro-obsessed investors?