Market Intelligence

It’s been widely reported that 2019 was a great year for financial markets.  By all accounts, even a simplistic portfolio of 60% stocks (of the...

Legendary investor, Benjamin Graham (1894-1976) is widely considered the father of two fundamental investment disciplines: security analysis and value investing.  In his 1974...

Americans will soon be bracing for a barrage of political signs, commercials, and mailers as the 2020 presidential race approaches. A common question...

Blackrock, one of the world’s largest investment firms managing over $6 trillion in assets on behalf of investors around the globe, released commentary...

Much has been written over the past few years about the “death of value investing”. Whenever we hear “the death of anything”, we...

2018 was a year of choppy returns in the global markets, and especially so in emerging market (EM) equities. Although emerging market equities...

Baron Funds President, COO and Chairman, Linda Martinson wrote an interesting investor letter with her 2018 commentary, addressing the misconceptions investors have between...