The invasion of Ukraine by Russia on February 24th added significant complexity to an already intricate economic backdrop.
What Comes Around
2016-03-18, Mathew Hermary
Although there have been periods of similar underperformance in the past, value investing has historically been a superior way to generate long term returns.
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Obscurity In The Average
2015-11-20, Mathew Hermary
Interpreting averages and aggregates can be a lot like peering at the ocean from an airplane. Both offer a glimpse of something large from a little window.
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European Ruminations
2015-07-10, Mathew Hermary
Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.
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What A RIOT!!!
2015-06-12, Mathew Hermary
What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.
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Standing Room Only
2015-03-20, Mathew Hermary
From a recent investor conference, it was clear that the business environment is the healthiest it’s been since the Financial Crisis.