Performance review 6M 2024 – Comment: “How do you know if your horse is dead ?”
Within the first 6 months of 2024, the Worth & Alternative portfolio gained +1,4% (together with dividends, no taxes) towards ...
Tag: Performance
Can Investor Activism Boost Small-Cap Stock Performance?
Activist investor interventions with small, newly public firms can enhance their inventory efficiency, a Monetary Analysts Journal research finds. In ...
Performance review 2023
2023 overview2023 was a in absolute phrases fairly good, in relative phrases nevertheless beneath benchmark. The Worth & Alternative portfolio ...
Performance review Q3 2023 – Comment: “How tall should your hurdle be ?”
Within the first 9 months of 2023, the Worth & Alternative portfolio gained +6,5% (together with dividends, no taxes) towards ...
Negative Performance Review? 7 Tips for Moving Forward
DC Studio / Shutterstock.comEditor's Word: This story initially appeared on FlexJobs.com. Efficiency opinions aren’t precisely enjoyable, however they’re even worse ...
How Do Performance Metrics Correlate? Might Fund Managers Cherry-Pick?
Portfolio managers report their risk-adjusted efficiency utilizing Sharpe, Treynor, data, and Sortino ratios, amongst different common metrics. In fact, with ...
When Hindsight Becomes Foresight: Replicating Investment Performance
Introduction We now have analyzed dozens of private and non-private market funding methods, corresponding to merger arbitrage and personal fairness, ...
Performance review 6m 2023 – “AI has saved the day”
Within the first 6 months of 2023, the Worth & Alternative portfolio gained +5,0% (together with dividends, no taxes) in ...
Union Pacific – Performance Evaluation of 2020 / Value Investing – Business and Economic Principles
Union Pacific (UP), a Utah company is the most important of the six publicly traded Class I Railways working in ...
Bitcoin Mining and Local Stock Market Performance Correlations
Crypto is an uncorrelated asset class, in keeping with its proponents, and as such must contribute to portfolio diversification. Nevertheless, ...