Portfolio Management

Bottom Fishing April 09, 2015

Posted by Knowledge Leaders Team in Portfolio Management

I often go back and re-read things that have shaped my perspective on managing portfolios.  In my 20s (in the 1990s) I was fortunate to have a friend and mentor named Clay Allen who taught me volumes on the art of portfolio management.

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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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Country Allocation Matters March 24, 2015

Posted by Knowledge Leaders Team in Portfolio Management

The MSCI All Country World Index, with nearly 2500 constituents representing 23 developed and 23 emerging market countries, covers about 85% of the investable equity universe world-wide.

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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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