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.
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
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
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.