1229 briefings from 379 companies
"I’m a big fan of rigorous academic research that crunches through market and company data. Whenever appropriate, I try to integrate new research into my investment process. Research into perceived stock market anomalies is of particular interest."
Published:22 September 2014
When I’m analysing a stock to see if it’s a good shorting candidate, I always examine the stock lending data. I look at the positions of short-sellers and any changes in their views. This helps me to identify catalysts for shorting and warns me of liquidity risk.
Published:12 September 2014
Chuck Royce, Chris Clark, and Frank Gannon discuss the small cap market.
Published:29 August 2014
Why do we believe that the opportunities for active investors are stronger than ever? Rather than weaken the case for active management, the growth of passive strategies arguably increases the likelihood of a skilled manager outperforming over the longer term.
Published:08 April 2014
This paper explains active share, and explores why this metric is becoming increasingly recognised as an important means of assessing fund managers.
Published:24 March 2014
Anne Richards, Chief Investment Officer and Head of Aberdeen Solutions, argues that the successful active management depends not on portfolio activity, but on how far one is prepared to ignore the benchmark.
Company:Aberdeen Asset Management
Published:15 August 2013
Numerous studies show that most active managers fail to deliver “alpha” over time net of fees. And yet investors continue to pay high fees for active management. This article asks why investors persist in such seemingly irrational behavior. As long as active managers can keep on charging high fees,
Published:27 June 2012
Business Area:Fund Performance
The purpose of this paper is to illustrate the benefits that an active and diversified currency strategy can bring when added to a multi-asset-class portfolio. The advantages that a diversified approach can offer compared with that of the most widely used currency investment strategies will also be
Published:19 June 2012
Business Area:Portfolio Management
The last two years have seen profit margins for wealth managers squeezed. Advisers have seen their fees from product providers fall from an average of 150bps to 100bps and fees are predicted to continue falling by another 25bps in the near future. The decreasing growth rate within the UK market
Published:07 June 2012
Business Area:Wealth Management
A new report released today reveals the growth of passively managed funds in portfolios – but argues investors are too often lulled into a false sense of security with passive funds.
Published:06 June 2012
Business Area:Asset Allocation