Portfolio Management

Runs, Slumps & Tactical Allocation March 26, 2015

Posted by Knowledge Leaders Team in Portfolio Management

Similar to a basketball player with a ”hot hand”, stocks go on statistical runs.  And similar to a player with a ”cold streak”, stocks have slumps.  Over time, with a proper perspective, it is easy to measure the extent to which these runs and slumps play out in the market and invest accordingly.

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A Technical Assessment of Analyst Ratings March 06, 2015

Posted by Knowledge Leaders Team in Portfolio Management

Regular readers are aware of the place that point-and-figure technical analysis plays in our investment process (for more details on the methodology, including information on our proprietary modifications to the discipline, see here).

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A Deep Dive on Our Point-and-Figure Methodology February 06, 2015

Posted by Knowledge Leaders Team in Portfolio Management

Familiar readers are aware that we use point-and-figure methodology as a technical complement to our extensive fundamental analysis.  For a brief discussion of how it works, you may watch a video blog on the subject here.  For more details, read on.

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