We are the first to investigate the cross-section of stock returns in the new emerging equity markets, the so-called frontier emerging markets. Our unique survivorship-bias free data set consists of more than read more
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