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December, 2011: We believe the mid cap space is often overlooked as an asset class by investors when determining asset allocation strategites. However, we present some surprising data below that may convince investors to give mid caps a second thought…
The Case For True Active ManagementWe explore and demonstrate that true active managers can add alpha and that passive strategies do not reduce risk, rather they increase it.
Right Back Where We StartedIn January 2007 we authored a piece called “Now’s the Time!” It was meant to serve as a rallying cry of sorts, highlighting the attractiveness of high quality, large cap growth stocks which had been left behind the prior few years in a market lead by smaller cap, value-oriented stocks. Within …
Mid Cap Growth Model Portfolio as of 12/31/11
Large Cap Growth Model Portfolio as of 12/31/11Large Cap Growth Model Portfolio as of 12/31/11
Mid Cap Growth Model Portfolio as of 11/30/11Mid Cap Growth Model Portfolio as of 11/30/11
October 11, 2007 — This section of the site is dedicated to discussing and updating our thoughts and observations on current market conditions. Anything in this area is strictly our opinion as of the date placed here rather than statements of fact.
