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Take a Stand Against Mediocrity

The investment profession is one I have often said that I both love and loath. I love the company or country analysis; and the fact that...

Active Management and the Predictability of Markets Redux: Eugene Fama

According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this...

Lessons from Scandinavia

The fund industry is not like other industries. With most consumer products, you know what you are getting. Furthermore, if they break,...

Some Home Truths for Investors

American author and publisher William Feather once noted, “One of the funny things about the stock market is that every time one person...

The Benefits of Smaller Fund Size

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. It is well...

Five Points about Active Management in the Multi-Asset Space

I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...

Yet More Shocking Findings About Active Management

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Most of you will...

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