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John Rogers’ Ariel Fund December 2014 Letter

John Rogers’ Ariel Fund December 2014 Letter

John Rogers’ Ariel Fund December commentary. Investments in foreign securities may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards and foreign currencies and […]

GMO Q4 Letter To Investors:The Oil Shock

GMO Q4 Letter To Investors:The Oil Shock

GMO Q4 Letter To Investors:The Oil Shock Also see GMO Q2: Is This Purgatory, Or Is It Hell? ; End Of Fossil Fuel Revolution The International Active EAFE Strategy underperformed the MSCI EAFE index by 1.6 percentage points in the fourth […]

Currency trading – Just say NO!

Currency trading – Just say NO!

Currency trading – Just say NO! by Adib Motiwala, Motiwala Capital This is a re-post I came across this article about currency trading today. The title reads “Foreign currency trading is easy — an easy way to lose money”. Everyone […]

Dorsey: Three Sources of Alpha

Dorsey: Three Sources of Alpha

I came across this old Morningstar interview featuring Pat Dorsey of Sanibel Captiva Trust. He discussed the three sources of alpha, as outlined by Russell Fuller in Behavioral Finance and the Sources of Alpha [pdf]. The first two sources of alpha: […]