This content is from: Opinion Stop Calling the Pandemic a ‘Black Swan’ Managers can’t be faulted for not foreseeing the virus. They can be faulted for not considering the possibility. By Angelo Calvello May 15, 2020
This content is from: Opinion The Site-Visit Fetish Any perceived benefits derived from in-person diligence meetings pale in the face of the consequences of an easily transmissible and fatal virus. By Angelo Calvello May 01, 2020
This content is from: Opinion Restaurants Are Being Destroyed. Money Managers Should Be Scared. Beware the parallels between smaller restaurants and asset managers. By Angelo Calvello March 24, 2020
This content is from: Opinion The Medallion Fund, Skepticism, and a Failure to Comprehend A professor calls out Renaissance Technologies’ performance. It says more about his thinking than about the hedge fund he’s questioning. By Angelo Calvello March 04, 2020
This content is from: Opinion Are Strategic Partnerships Bad for Strategic Partners — and Everyone Else? A critical look at asset management’s most in-vogue trend. By Angelo Calvello December 18, 2019
This content is from: Opinion The Hedge Fund That Wasn’t Bruce Shi of Thrones Capital claims in Forbes to be one of the most successful investment managers in the world. An investigation by columnist Angelo Calvello suggests he’s something else. By Angelo Calvello September 03, 2019
Sponsored After the Great Lockdown: COVID-19’s lasting impact on business models Sponsored by PGIM May 20, 2020
Sponsored Why Active Management is Essential in Sustainable Investing Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, Janus Henderson, discusses some of the trends guiding his investment decisions and key themes and megatrends his team is watching. Sponsored by Janus Henderson Investors May 18, 2020
