Category Archives: Equity Investments

Think Different, But Be Right

How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.” Read More

Posted in Equity Investments, News, Portfolio Management, Speakers | Tagged , | Comments Off on Think Different, But Be Right

Value Investors Fighting the Urge to Herd

The most successful fund managers are contrarians — those who zig when the market zags. Read More

Posted in Equity Investments, Investment Topics, News, Speakers | Tagged , , | Comments Off on Value Investors Fighting the Urge to Herd

Charles de Vaulx: Seeking Value in an Overpriced World

Charles de Vaulx, CIO of International Value Advisers (IVA), subscribes to the classic value investing principles practiced by Benjamin Graham and his disciples, including Walter Schloss and Warren Buffett. But he is hardly a clone. Read More

Posted in Equity Investments, Investment Topics, News, Portfolio Management | Tagged , | Comments Off on Charles de Vaulx: Seeking Value in an Overpriced World

For Investors in India, Reform Equals Opportunity

Punita Kumar-Sinha, CFA, expects Indian stocks, up nearly 20% over the past year, to move even higher. Read More

Posted in Economics, Equity Investments, News, Portfolio Management | Tagged , , , | Leave a comment

Wider than Milliseconds: Identifying a Margin of Safety

Value investors focus their analysis on putting information in context, an approach that can take longer, but is less reliant on the fastest execution of an algorithm. Read More

Posted in Equity Investments, Investment Topics, News, Speakers | Tagged , , , | Comments Off on Wider than Milliseconds: Identifying a Margin of Safety

Putting a Price on Innovation: Measuring a Firm’s Ability to Adapt

When important qualities like innovation and culture are hard to measure, where can analysts find answers for challenging valuation questions? Read More

Posted in Equity Investments, Event Details, Investment Topics, News, Quantitative Methods, Speakers | Tagged , , | Leave a comment

Is Africa Finally the Next Global Growth Story?

For decades Africa has seemed hardly the sort of market in which a responsible investor might put his client’s money, but things appear to be changing. Read More

Posted in Alternative Investments, Economics, Equity Investments, News, Portfolio Management | Tagged , , | 1 Comment

Financial Times Video: “Taking the Temperature of How the Smart Money Is Thinking”

John Authers queries speakers on a wide range of topics, including systemic risk, the global pensions crisis, and behavioral finance. Read More

Posted in Alternative Investments, Behavioral Finance, Derivatives, Equity Investments, Standards, Ethics & Regulations (SER) | Tagged , , , , , , , | Leave a comment

Flash Boys Debate: FT “Samples the Mood” on High-Frequency Trading at #FutureFinance Conference

Speakers at the CFA Institute Annual Conference hold a range of views on an issue that cuts to the heart of the transparency and fairness of financial markets. Read More

Posted in Equity Investments, News, Standards, Ethics & Regulations (SER) | Tagged , , | Leave a comment

Emerging Markets Investing: Getting the Big Picture Right is the Most Important Variable

Arjun Divecha, chairman of GMO’s board of directors, favors criteria that describe the financial flexibility of each country in which he seeks to invest. Read More

Posted in Equity Investments, News, Portfolio Management | Tagged , | Leave a comment