September 19, 2023
The death of magical thinking
Valuations and the cost of capital are adjusting to the real world (Aug-23)
August 11, 2023
Quality is in the eye of the beholder
Why Quality is so difficult to pin down (Jul-23)
July 19, 2023
The (poor) case for indexing small caps
A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
May 29, 2023
Buying Your Way to Net Zero
ESG Observations and 1H2023 Proxy Voting Report (May-23)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
January 19, 2023
The Rise Of The Machines And A Triumph Of Process
How humans and machines can work together (Dec-22)
December 12, 2022
Small Cap Myth Busting
We challenge commonly-held small cap beliefs (Dec-22)
November 10, 2022
Positioning for a Small Cap Recovery
For long term investors, timing isn’t everything (Nov-22)
October 20, 2022
Carbon: Shareholder Value At Risk
ESG Observations and FY2022 Proxy Voting Report (Oct-22)
September 11, 2022
Are Concentrated Small Cap Portfolios Superior?
Our portfolio size and reporting season results (Sep-22)