How to Be More Active

How to Be More Active

In This Issue: The Fullness of Time | Vintage Analysis | When A long-term view. Buy and hold. Forever stocks … Almost all active asset managers, when asked about their competitive advantage, will use passive-sounding, undifferentiated language like this. This issue of...

Benchmark Atheists

In This Issue: Benchmark Atheists | Active Share | Ivy Investing How do true active investment managers sell themselves in a market that has become deeply skeptical regarding claims of active management? This issue of Excess Returns offers advice to active managers...

Investment Beliefs and Marketing

In This Issue: Investment Beliefs and Marketing | Beyond 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...

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...

Conviction = Credibility

In This Issue: Conviction = Credibility | Spy The Lie | “That’s A Good Question” It’s the most important ingredient in any winning presentation. A secret sauce. Only it’s not so secret because everyone knows what it is; they just don’t always know...