Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits

What we offer?

What We Do?

We use historical data to drive our empirical research.

Our goal is to identify stocks that we believe offer better returns and lower risk over the long run.

We are not speculators.

You won’t find us claiming that we can tell you what the “next Amazon” is going to be.

We stick to the facts, use data and history to inform our views, and present the information in an impartial manner.

Offering You

Qualitative ResearchValuable Investment InsightsKnowledge About InvestingInnovative ProductsRanking & Screening Tools

Tailored Solution

We believe in compounding returns with an emphasis on capital preservation.

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Research Offerings

Our services bring the best-of-breed quantamental themes and tools to your doorstep.

*Compatible with virtually any data analysis or display software

Newsletters:

White Papers Monthly
Quick Takes Monthly
Charts for the Curious Weekly

Rankings & Lists Monthly:

Large Cap Investing
Mid Cap Investing
Small Cap Investing
Dividend Investing
Low Volatility Investing

Dedicated Tool Kits:

Short Sellers
Management Integrity
Single Company Heat Map
Earnings Manipulators
Equity Duration

White Papers

A monthly, deep dive, and rigorous piece identifying:
Extraordinary Value Spreads, Mispriced Quality, and Behavioral Errors

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Quick Takes

A weekly, wide ranging, and informal note based on discussions and readings.

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Charts for the Curious

A weekly chart with thoughtful bullets that we hope create insightful dialogue.

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Who We Serve?

Investment Managers

Consultants

Hedge Funds

Family Offices

Endowments & Charities

Registered Investment Advisors

Pension Funds

Sovereign Wealth Funds

Some Of Our White Papers

Dive Deeper Into Our Written Work

Oil Stocks to Buy: A Preference for Profits Over Promises

We believe investors should be open-minded about old-fashioned energy for two reasons. First, we have a growing conviction in oil companies’ capital discipline. Second, while commodity prices may rise due to severe underinvestment, they do not need to for ...

Finding the Safest Investments with the Highest Returns

A Faustian Bargain worth Revisiting In this paper we update our work The Siren Song of Growth: Why Investors Willfully Set Sail for the Rocks and make the following points: As Mark Twain noted, “The rumors of value investing’s ...

What Does Volume Mean in Stocks?

The Low Value in High Volume Last week’s Quick Take highlighted that retail investors were being sucked into speculative trading. This piece substantiates the following: High turnover stocks have only outperformed low turnover stocks by this much in the ...

Inflation Assets Presentation Video, Slides & Transcript

Introduction Slide:Inflation Assets, Investing & Managing Equity DurationNote: Video Presentation is at the top of the transcriptBy way of preview I’m going to try and compress the views explained in some of our more technical research into a very quick ...

Public Citations

We are grateful for our valued partners

EQUITY DURATION SHOULD REINFORCE VALUE ROTATION

ClearBridge Investments by Sam Peters, CFA – Managing Director, Portfolio Manager, April 28, 2021

WHAT GAME ARE YOU
PLAYING?

Cambridge Global Asset Management by Brandon Snow, June 30, 2020

VALUE VS. GROWTH: A VALUE MANAGER’S PERSPECTIVE

Paul Heathwood, CFA, Director of Investor Relations, provides interesting insights on the topic of value versus growth, September 30, 2020

THE ‘DEATH OF VALUATION’ AND WHAT IT COULD MEAN FOR INVESTORS GOING FORWARD

Market Watch by Shawn Langlois, August 4, 2020

WATCH OUT WHEN VALUE RETURNS TO FAVOR!

Boston Partners, November 2019

Public Citations

We are grateful for our valued partners

EQUITY DURATION

EQUITY DURATION SHOULD REINFORCE VALUE ROTATION

ClearBridge Investments by Sam Peters, CFA – Managing Director, Portfolio Manager

SMALL CAP 1Q21 UPDATE

ClearBridge Small Cap Portfolio Managers Albert Grosman and Brian Lund join Vinay Nadkarni to discuss the speculative nature of the recent runup in small stocks

VALUE VS. GROWTH: A VALUE MANAGER’S PERSPECTIVE

Paul Heathwood, CFA, Director of Investor Relations, provides interesting insights on the topic of value versus growth

THE ‘DEATH OF VALUATION’

THE ‘DEATH OF VALUATION’ AND WHAT IT COULD MEAN FOR INVESTORS GOING FORWARD

Market Watch by Shawn Langlois

WHAT GAME ARE YOU PLAYING?

Cambridge Global Asset Management by Brandon Snow

WATCH OUT WHEN VALUE RETURNS TO FAVOR!

Boston Partners

THE LATE STAGE OF A MARKET CYCLE: BEEN THERE, DONE THAT?

NEPC Private Wealth

BIG IPOS HAVE BEEN A BUST. THEY MIGHT BE IN YOUR INDEX FUND.

Barron’s by Al Root

‘GOODWILL’ WRITE-OFFS ARE AN EARNINGS KILLER. HOW TO SPOT TROUBLE COMING.

Barron’s by Al Root

The great debate on value investing

Tracy Fielder, Product Management Director, Co-Lead Senior Strategist, Rethinking Risk

https://www.heartlandadvisors.com/Products/Mutual-Funds/Heartland-Value-Fund/Heartland-Value-Fund-2Q21-Portfolio-Manager-Commentary

Heartland Value Fund 2Q21 Portfolio Manager Commentary

Grant’s Interest Rate Observer

August 6, 2021

By Evan Lorenz

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