Quality, Growth, Value
In the past few years, active value managers have seen their assets under management shrink significantly. After years of underperformance and the facing the relentless push towards Index Funds/ETFs, value managers are bearing the brunt of these underlying trends. This begs the question, is value investing passe? If value investing means a commitment to quantitative […]
Introducing Life Settlements – An Alternative Asset Class
What is a life settlement? In 1911, the US Supreme Court deemed that the ownership in a life insurance policy by a US citizen was personal property, so that US citizens can sell their ownership interest in a life insurance policy, just like you can sell a car or a plane. A life settlement is […]
What We Know About The Wuhan Virus And What It Means For Your Portfolio?
The Year of the Rat is starting off with a round of volatility, precipitated by the Wuhan pneumonia outbreak. Mark Twain once said, “History never repeats itself, but it does often rhyme.” The previous episodes with SARS and MERS provides useful references and basis for comparison against the recent outbreak. Background on the Wuhan Virus […]
