Yearly Archives: 2012
Hayley Carr

Three Questions Clients Must Ask Their Managers

A key takeaway from our October issue of The View from Burgundy, “Surviving Success: Investment Management and Value Added,” is that all investors should hold a yearly meeting with their investment managers to assess the manager’s business. Specifically, they should … Read More →

Richard Rooney

Surviving Success: Investment Management and Value Added

In the investment management business, the greatest enemy of success is success itself. From birth through decline, the typical path of a money manager is quite predictable if three fundamental opponents to value added are not recognized and carefully addressed. … Read More →

Rob Barbara

Our Primitive Brain: An Impediment to Investment Success

My first post on the topic of behavioural finance introduced the idea that investors, rather than listening to logic that tells them to buy low and sell high, do just the opposite and let their emotions drive investment decisions – … Read More →

Hayley Carr

The Value of Experience in an Information Age

A recent Financial Times article (“End to ‘Alpha’ spells trouble for fund managers”) presents the opinion that, with the rise in information accessibility, it has become more difficult – or even impossible – for active managers to consistently beat the … Read More →