Tag: valuewalk

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: […]

ValueWalk Mission

ValueWalk Mission

ValueWalk is a free website with the aim of helping investors improve their investment process and providing interesting information and data about what both famous and small investment gurus are doing with their money. For example, ValueWalk recently published an […]

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Shiller’s Record at Short-Term-Timing Predictions Is Poor

Valuation-Informed Indexing #218 by Rob Bennett Last week’s column examined public statements in which Yale Economics Professor Robert Shiller showed that he believes in short-term timing. I wish he didn’t. Shiller’s breakthrough finding was showing the critical distinction between short-term […]

Olesen Value Fund

Olesen Value Fund

Dear Partners: In the third quarter, Olesen Value Fund generated a return of 1.7%. The following table shows our historical returns after fees alongside those of global equity markets since the fund’s inception. Olesen Value Fund: Portfolio Updates Started Buying Small, […]

Jensen Q3 2014 Investment Commentary

Jensen Q3 2014 Investment Commentary

Jensen Investment Management’s market commentary for the third quarter 2014. The Jensen Investment Philosophy A consistent, sustainable investment process is vital to weathering all economic climates. The strength of our investment philosophy is based on an unwavering commitment to investing […]

Donville Kent Up Over 17% Through September

Donville Kent Up Over 17% Through September

Donville Kent Quarterly Update – Q3 2014 Donville Kent: Capital Ideas Fund LP Investment Strategy The Fund invests long and short in a concentrated group of publicly listed securities. Through the application of our focused investment strategy, we search for […]