“Keynes the Stock Market Investor” is a pretty interesting piece that was partially excerpted in the Wall Street Journal several weeks ago, but being gluttons for
by Eugene Robin | Research Analyst Let us start by saying that this is not an essay on whether or not a large pool of institutional
While this is a wonderfully snarky clip from the Economist, if I were paying “2 and 20,” I am not sure I would think it’s
This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular security, and this
by Ben Claremon | Research Analyst It was less than two years ago that I was sitting with some of my UCLA Anderson classmates, desperately
We reprint with permission a recent email from a sell-side colleague who we hold in high regard, despite his familiarity with the institutional investment consulting
Even if you repeat it enough, it doesn’t make it true. Unless you are burdened with a few hundred billion to manage, you do NOT
by Ben Claremon | Research Analyst Welcome to earnings season and the barrage of company press releases and conference calls. Securities analysts all over the
Old Ideas that Require Repeating in Regard to Hiring a Money Manager
