Rethinking the Investment Process Pipeline

    Emma and James, two seasoned investment professionals, meet in their firm’s conference room overlooking the city skyline. With coffee cups in hand, they delve into a critical discussion about the issues and effectiveness of traditional investment...

2020 Stock Market Crash | A Letter, March 26, 2020

During the 2020 stock market crash, we let clients know what we thought, asking to keep calm and distant from the market dynamics. The highest priority is not to get caught by the rise in perceived ambiguity due to the significant movement of the market price. It was...

Why Value Investing Lost Mojo and Some Say It Sucks

    Why value investing is performing poorly in the last decade? Why value investing lost mojo and some say it sucks. Did something change structurally? The short answer is yes. Then what has changed the course of so-called value investing that used to be...