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Regime Shift

2016-11-18, Clement Chiang

A regime shift, in ecology, is defined as an abrupt and significant change in the behaviour and/or structure of a system. 

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The Case For Patience

2016-08-12, Steven Kim

As the compensation for accepting risk is at record lows, it is time to think harder about managing risk rather than chasing return.

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Able And Willing

2016-06-10, Clement Chiang

With central banks distorting the time value of money through unconventional policies, investors can easily be lulled into lax balance sheet standards.

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A Negative Art

2016-05-06, Clement Chiang

We believe a defensive posture fixated on minimizing risk will equate to a positive real rate of return over a long time horizon.

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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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Shifting Debt Mentality

2016-01-15, Clement Chiang

We emphasis bottom up fundamental research in our decision making, but it’s important to recognize that businesses and governments do not operate in a vacuum.

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