"In the longer run and for wide-reaching issues, more creative solutions tend to come from imaginative interdisciplinary collaboration." Robert Shiller In this post we will tackle the subject of passive equity investing and how we think it can be improved. To do so we

Yesterday was a rebalancing day for the US Sentinel strategy. All 13F have been filled & published on the SEC Edgar website on Friday. We took this opportunity to review the year-to-date performance of this portfolio. How did the strategy hold during the recent

Bubble or not? Decide for yourself with  the help of this bear compendium. Feel free to contact us to share why or why not you believe we are in a bubble! Click here to download the Bear Compendium (in PDF) Contact us at: bearcomp

In 2005, S&P came up with a new index they called the S&P 500 Dividend Aristocrats index. To be included, a member of the S&P 500 must have increased its dividend payouts for at least 25 years and

I was a pure fundamental stock picker during the first 8 years of my career. During those years I also worked as a strategist  for one of the largest bank in the world. I believed that at the macro level markets were sufficiently inefficient

Investment Philosophy: Combining Good Ideas Differently Investing has a lot in common with biology. Life has endured for billions of years under changing and sometimes very hostile conditions. This was possible due to the uncanny capacity of biological forms to select and combine the