Value Equity is a Big Tent
Increased manager dispersion within the Value space highlights the division in the subsets of Value.Read More
Thoughts on the Rapid and Persistent Beta Reversal
There are many measures of risk that investors rely on but few are as ubiquitous as beta.Read More
What has been the biggest earnings season takeaways from your calls with management teams this earnings season?
Earnings have always been about managing expectations and the most recent period has been no different.Read More