This is a great little article by Wesley Grey of Alpha Architect highlighting the benefits and challenges of investing with conviction and staying the course. Basically the article describes the read more
Mark Mobius of Templeton makes a point that within the emerging-markets universe, there are a number of small-cap stocks with shining potential that he thinks shouldn’t be ignored.
Morningstar published an article analysing whether fund managers who 'eat their own cooking' outperform managers who don't. As intuitively expected the article confirms significant out-performance of the investment funds in read more
This is the very eloquent transcript of a presentation by Christopher H. Browne from Tweedy, Browne Company LLC to Columbia Business School Graham and Dodd Value Investing in November 2000. In succinct read more
Maybe a long term trend that will have more and more influence on the way we see our future. I certainly think this issue will play an important role in read more
The Central banks in the West is arguably doing more damage in the Emerging world than at home. It is therefor not surprising to see the instability rising in these markets. Fiat read more
Benjamin Graham is considered the father of value investing. In Security Analysis (1934) and The Intelligent Investor (1949) he lays the psychological and technical foundations of successful value investing. Value read more
In reply to the publication by Dr. Marc Faber of our study Value and the rest we were asked to document the returns to value investing in emerging Asia. In read more