Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits

To empower investors with independent data-driven and historically informed analysis to provide valuable insight into their investment process.

Public Citations

Equity Duration Should Reinforce Value Rotation

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

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, March 9, 2021

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

What Game Are You Playing?

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

Watch Out When Value Returns to Favor!

Boston Partners, November 2019

The Late Stage of a Market Cycle: Been There, Done That?

NEPC Private Wealth, Oct 2019

Big IPOs Have Been a Bust. They Might Be in Your Index Fund.

Barron’s by Al Root, Oct 11, 2019

‘Goodwill’ Write-Offs are an Earnings Killer. How to Spot Trouble Coming.

Barron’s by Al Root, April 18, 2019

Recent White Papers

Consumer Staple Stocks: Investing for the Long Haul
June 9, 2021
Food & Beverages in an Age of Tech Euphoria This Quick Take is simple.  We think the market is in the process of tr…
 Small Cap vs. Large Cap Stocks: The Power of the Petite
May 26, 2021
Can the Might of Mean Reversion Send Small Caps Higher? Our research team published a very simple Chart for The Curious…
 Inflation Investing
May 19, 2021
Geopolitics, Domestic Affairs and Investing in a Time of Uncertainty Introduction: A Break from Tradition This letter h…
 Inflation and Equity Duration
May 12, 2021
Data Points Endorsing Our Case for Buying What You Need? We do not make macro forecasts. The evidence is overwhelming….…
 The Combustible Mix of Low Quality & High Expectations
May 10, 2021
Are You Investing or Speculating? Introduction: On Friday, our research team published a Charts For the Curious that t…
 Energy Investing, Forecasting & the Future
May 5, 2021
The Value of Hard Work and Humility After 25 years on a waiting list, my father’s family immigrated to the US from the…

Research Offerings

Our Tools Bring Focus & Speed to Your Research Process

White Papers Focused On:

  • Extraordinary Value Spreads
  • Exploiting Mispriced Quality
  • Identifying Behavioral Errors

Dedicated Tool Kits:

  • Short Sellers
  • Management Integrity
  • Liquidity Cycles
  • Low Volatility Strategies
  • Dividend Investing
  • Large Cap Investing
  • Mid Cap Investing
  • Small Cap Investing
  • Single Company Tear Sheets

*Compatible with virtually any data analysis or display software

 

Learn More

Mt. Kailash: Pronounced kaI•lash

One of the world’s most venerated and least visited sites, Mt. Kailash is a critical source of water and considered sacred by numerous religions who associate the 22,000-foot peak with enlightenment. Mt. Kailash has never been summited.

We at Kailash strive for enlightenment and pursuit of knowledge.