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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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 |
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We believe the preconditions are in place for a rotation into quality large cap growth. These preconditions include historically attractive valuations and negative investor sentiment toward large cap growth following a sustained period of underperformance. |
11/02/2005 |
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This paper examines the anomalous period that we experienced in the equity markets over the last five years and how this volatile period has impacted some traditional returns-based statistical measures. |
11/12/2004 |
