Investment Strategy Insights

Systematic Manager Discusses Machine Learning

Is it a single tool or is it something much bigger than that?

Systematic Manager Discusses Machine Learning

Is it a single tool or is it something much bigger than that?

Why You Should Only Buy China Through the S&P500

Last week’s article by Jason Zweig (see Think Before You Fish for Bargains in Chinese Stocks) caught my eye, because it warns against investing in...

Why You Should Only Buy China Through the S&P500

Last week’s article by Jason Zweig (see Think Before You Fish for Bargains in Chinese Stocks) caught my eye, because it warns against investing in...

Pipeline Stocks Get That Warm Feeling Again

A common concern of both existing and potential investors in energy infrastructure is the relatively high volatility of recent years. Many recall the “toll-model”...

Pipeline Stocks Get That Warm Feeling Again

A common concern of both existing and potential investors in energy infrastructure is the relatively high volatility of recent years. Many recall the “toll-model”...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

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Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.