Brakke’s Creativity
We attended the CFA Society of Minnesota’s lunch yesterday with guest speaker Tom Brakke. Tom is a consultant, writer, and investment advisor. As principal of tjb research, he specializes in helping...
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Shooting for Absolute Returns against an Up Market
We recently had a chance to review the HSBC Alternative Investement Report on weekly hedge fund returns and the J.P. Morgan Prime Brokerage Global hedge Fund Trends report. As we always state, it’s...
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September Celebration
Well… despite all on the domestic horizon mixed in with a global political crisis (the Syria confrontation/non-confrontation), September sure worked out well for equities. After an up-and-down summer,...
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Friday in Pictures
Once again, due to popular demand, our Friday in Pictures. Our weekly collection of graphs, charts and tables that tell an interesting story, but are not necessarily related. The market has not taken...
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Uh Oh, Guess What Day Is It?
Nope, it’s not hump day, it’s Friday in Pictures. Today we post the unconnected graphs, charts and images that we are reviewing. They span asset classes, and they span the globe. Earlier this week,...
View ArticleAdding Value to the Investment Process
From our October Newsletter: Equity portfolio managers and wealth advisors each have a distinct investment process. This process typically begins simply, with a defining characteristic about the fund,...
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Hedge Fund’s October
eVestment released its October report on Hedge Fund returns last week. They estimate that year-to-date almost $50 billion has flow into funds bringing the total assets under management (AUM) up to...
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13F Time – Omega Unloads 1mm Shares of Top Pick
As we have passed the 45-day mark since the end of the quarter, the 13Fs of the major hedge funds have been released. We count about 365 position changes among the top 35 hedge funds. The largest net...
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Falling Eagle – Part I
I sought to tackle this post by providing a perspective, but instead am left grasping for one. So rather than providing a commentary, I’ll use my space to pose a question. At the end of last week, we...
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Mo
Momentum is the tendency of investments to exhibit persistence in their relative performance. It’s a derivative of Newton’s first law of motion: an object at rest will remain at rest, an object in...
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