The Astute Investor

We believe informed investors make better investment decisions, and our Astute Investor newsletter aims to keep you up to date. You’ll find a collection of robust research that informs our approach and articles on prudent investment strategies and topics that can help you invest for the long term.

• FAANGs Gone Value, Aug. 2022

• Don’t Let Talk of Market Cycles Take You for a Ride, June 2022

• Intangibles are Noisier Than You Think, Feb. 2022

• Why a Stock Peak Isn’t a Cliff, Jan. 2022

• Myth-Busting with Momentum: How to Pursue the Premium, Nov. 2021

• History Shows That Stock Gains Can Add Up After Big Declines, June 2021

• Expectations Vs. Reality in Value Funds, May 2021

• The Next Normal, Apr. 2021

• The Right Thing, Not the Easy Thing, Nov. 2020

• Is the Stock Market Divorced From Reality?, Sept. 2020

• Can Small Cap Stocks Weather the Storm?, Apr. 2020

• A Tale of Two Decades: Lessons for Long-Term Investors, Sept. 2019

• The Randomness of Global Equity Returns, Jul. 2019

• Getting to the Point of a Point, Mar. 2019

• A Question of Equilibrium, Oct. 2018

• What You Pay, What You Get: Connecting Price and Expected Returns, Jun. 2018

• Recent Market Volatility, Feb. 2018

• Nine Experts, Four Surprises, and One Million Dollar Bet, Jan. 2018

• Key Questions for the Long-Term Investor, Nov. 2017

• Lessons for the Next Crisis, Sept. 2017

• When Interest Rates Go Up, Do Stocks Go Down?, Jul. 2017