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Portfolio
The Strategy of Investing
Latest Articles
Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis’
Julie Segal
August 10, 2023
DC Plan Sponsors Want to Add Annuities — But They Face Hurdles
Alicia McElhaney
August 10, 2023
Allocators Struggle to Predict Which Managers Will Outperform. IOR Is Teaming Up With Xponance to Fix That.
Alicia McElhaney
August 9, 2023
Private Equity Firms’ Return Expectations Remain High Despite M&A Slow Down
Alicia McElhaney
August 9, 2023
Mutual Fund Fees Declined by Near Record Amount Last Year
Hannah Zhang
August 8, 2023
Bitwise’s Plan to Get Crypto Into More Institutional Portfolios: A Hedge Fund of Funds
Michael Thrasher
August 8, 2023
GSAM Is Bullish on Private Credit and AI
Hannah Zhang
August 7, 2023
DC Plans’ Reliance on Passive Fixed Income Hit Participants Hard Last Year
Hannah Zhang
August 4, 2023
Alternatives Have Been ‘Kryptonite’ to Alpha — At Least for Public Pensions
Julie Segal
August 3, 2023
Small, Esoteric Private Equity Strategies Keep Crushing It
Michael Thrasher
August 2, 2023
Ackman’s Universal Stake Propels July Returns
Michelle Celarier
August 2, 2023
Activists Are Targeting Diverse Boards — And Succeeding
Alicia McElhaney
August 2, 2023
Emerging Market Debt Looks Bright — At Least to These Portfolio Managers
Michael Thrasher
August 2, 2023
Nearly Three-Quarters of LPs Plan to Cut Back on VC, Survey Shows
Hannah Zhang
August 1, 2023
Alts Firms Want to Break Into DC Plans — But It Won’t Be Easy
Alicia McElhaney
July 31, 2023
Here’s How Much Investors Care About Fees on Active Mutual Funds
Alicia McElhaney
July 28, 2023
It’s Time for Credit Hedge Funds to Shine
Michael Thrasher
July 27, 2023
Where to Look for Growth Beyond AI Stocks
Hannah Zhang
July 26, 2023
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