Valuation Requires Human Insights
Generation Funds’ commentary for the month of June 2018, titled, “Valuation Requires Human Insights.” Our investment process utilizes several proprietary … Read more
Generation Funds’ commentary for the month of June 2018, titled, “Valuation Requires Human Insights.” Our investment process utilizes several proprietary … Read more
The gold-platinum ratio hit a new 20-year high of 1.46x in the first week of April. The two precious metals … Read more
Trapeze Asset Management commentary for the fourth quarter ended December 31, 2017; titled, “It’s Never One Thing.” Check out our … Read more
Profit margins for the S&P 500 constituents, excluding financials and companies in volatile sectors such energy and materials, have been … Read more
Trapeze Asset Management commentary for the third quarter ended September 30, 2016; titled, “Bizarro World.” Q3 2016 Hedge Fund Letters … Read more
Trapeze Asset Management commentary for the second quarter ended June 30, 2016; titled, “Tricky Times Two.” Trapeze Asset Management – … Read more
An Illustration of Our Four Pillars – A Bearish Outlook by Randall Abramson, CEO & Portfolio Manager of Trapeze Asset … Read more
The Theory Of Relativity by Randall Abramson, Trapeze Asset Management No, not Einstein’s theory. But the one that investors use … Read more
Randall Abramson’s Trapeze Asset Management newsletter titled, “Unpopularity Contest,” for the second quarter ended June 30, 2015. It is often … Read more
Searching For Value In Large-Cap Stocks by Randall Abramson, CFA, Trapeze Asset Management U.S. Value Is Scarce Finding compelling undervalued large-cap … Read more
Oil Opportunities by Anthony Visano, CFA, Trapeze Asset Management Taking The Advantage Of The Oil Sell-Off The Special Situation Model1 … Read more
Trapeze Capital’s Randall Abramson On St Andrew Goldfields Ltd St Andrew Goldfields Ltd. (SAS) is a gold mining and exploration … Read more
Trapeze Asset Management Climbing Walls Carefully (PDF Format) It’s been said that bull markets climb a wall of worry. This one … Read more
By Trapeze Asset Management Hide and seek. A game investors played as children but should not forget these days. Currently, … Read more