Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

The Business of Investment Management

Less is More

Less stocks, less trimming, less taxes. Less indexation? Not really, as one of these mega-winners finds you rather than vice versa. The other practical issue

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Markets, Rationality & Decision Making

Well That Wasn’t Fun

There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?

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Markets, Rationality & Decision Making

Dorking Out With My CFA

From time to time, there are some decent questions raised about investing that emanate from the academic world of investment research. You should always dig

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