Normally, the “Style Box Update” is done mid-quarter and then the last day of the quarter, but Tuesday might be busy. Growth is still hammering Value, and by a wide, wide, margin. No doubt Energy and now the Financial … Continued
While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and I can see why some use technical analysis to make that decision for them), the other tough aspect to investing … Continued
Professor Joel Greenblatt of the famed Columbia Business School came through Chicago in early December, 2018, to speak to the CFA Society of Chicago. I’d heard of Professor Greenblatt’s books, and even bought 2 or 3 before the presentation. The … Continued