Investment Beliefs and Marketing

In This Issue: Guiding Beliefs | The Tyranny of Short-Termism | Investment Beliefs, The Book It is potentially the most powerful page in any presentation book. It can articulate a firm’s identity in distinctive, memorable terms. It inspires calm fortitude during...

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...