The Lessons of Investment Fraud

In This Issue: “By-Products of Greed” | Under the Mattress | Enough. Fraud is everywhere. You need only open your email on any given day to become a potential fraud victim. In the capital markets, the specter of fraud inspires fear and loathing among...

The Marketing Power of Themes

In This Issue: Pigeonhole or Keyhole? | Thematic Investing | Investing from the Top Down Whether one practices “thematic investing” or merely considers themes a potential avenue to new investment ideas, one thing is certain: investors like themes. This...

Dear Investor

In This Issue: Advice from Omaha | Between the Lines | College Stress Solutions “Dear Investor” letters are perhaps the most vital communication between a portfolio manager and his or her clients. The best such letters generate excitement and instill...