A line between active and passive investment funds is set to cross next year. Since the end of 2006, investors have withdrawn […]
Research
Jan 2019
Active and Passive Money Management
Oct 2018
The Cyclicality of Style and Location
The capital markets have grouped equities into two main divisions: Growth and Value. These two groups are differentiated by the “style” of the […]
Apr 2018
How is Your Hippocampus?
Why does everything in the press these days seem to be a crisis? A crisis triggers emotions that have a powerful effect on […]
Jan 2018
Bitcoin – Boom or Bust?
With the massive […]
Oct 2017
The Rise of Artificial Intelligence Investing
“Technologies continue to advance. They accelerate the progression of seemingly unrelated technologies, exploding what is possible at a pace that is difficult to […]
Jul 2017
Opportunities Abroad
We are long believers in the power of international diversification. However, since 2009 the US S&P 500 has returned over twice the international […]
Apr 2017
Active vs Passive Investing
The evolution in the asset management industry has picked up pace in recent years. A long term trend has been taking place in […]
Jan 2017
THE STATE OF OIL AND GAS
In our Second Quarterly letter of 2016, we welcomed our friends and intelligent investors to the Exponential Age, a new industrial revolution for […]
Oct 2016
Market Update
Part of our work at Equitas includes staying up to date on the latest research from top managers on Wall Street and across […]