Research
Research Papers
Position Papers
We occasionally publish general industry, individual company, or economic reports developed internally, or copies of speeches made by personnel of our firm.
| Research Paper | Summary | Date |
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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… |
12/31/2011 |
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We explore and demonstrate that true active managers can add alpha and that passive strategies do not reduce risk, rather they increase it. |
01/31/2011 |
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In 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 just a few months of sharing that report with clients our prognostications proved worthy. Indeed,
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06/10/2010 |
