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May 23, 2017

The world of third party investment research seems to grow bigger every year, with more providers, more alternatives, and more products becoming available. The incoming MiFID2 regulations in Europe will change the game for sell-side research, which in many cases will s...

March 18, 2017

As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head...

It culminated in a simple, 3-dimensional, framework for active investing that outlines the major ways to get things wrong when it comes to active investment m...

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