Economics

Are Investors At Odds With Reality?
Economics

Are Investors At Odds With Reality?

Co-CIO Francis Gannon looks to psychology to explain why investor preferences remain stubbornly at odds with synchronized global economic growth. See 2017 Hedge Fund Letters. Recently increased levels of volatility have done nothing to change small-cap style preferences as the Russell […]

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Economics

Peak Promotions In Retail

For most of the current profit cycle, the retail industry has been burdened by overcapacity and unsettling ecommerce trends. As a result, the environment for many consumer companies has been challenging and highly promotional. See 2017 Hedge Fund Letters. While […]