@FoxyQuant originally told me about it, I think it helps. If you can’t sleep anyway, might as well give it a try!
Monthly Archives: January 2015
How I Killed a Hedge Fund
Randomly came across this paper on SSRN (which is usually hardcore academic papers) and I just had to read it. Great title and interesting story on placement agents and pension fund asset raising:
Momentum Based Strategies
Momentum & Value. 2 anomalies you can count on.
http://www.dualmomentum.net/2015/01/absolute-momentum-revisited.html
Joe Rosenfield – Value Investor
Interesting article. I think being a value investor with holding period of forever is the best damn job in the world. Unfortunately, there isn’t a lot of places where the capital is stable enough (like an endowment) to practice it fully. Especially in this day and age, institutional imperative and all.
Return of the Human
First Impressions & Perception
Trust, Ego, & Power lens. Some good tips in here. Though does anyone else think “Bob” is a dick? Head of the University too..
https://hbr.org/2015/01/a-second-chance-to-make-the-right-impression