Lance on Feb 07 2008 | Filed under: Domestic Equities, Great Investors, Valuation
Occasionally I look at my list of reads and realize I haven’t been someplace in quite a while, so early this morning I headed over to Jeff Matthews place to rectify that issue. Full of great stuff, but I want to highlight two pieces.
First, Jeff tackles the subject of stock buybacks and the piece echoes [...]
Lance on Jan 29 2008 | Filed under: Absolute Return, Asset Allocation, Commodities, Developing Markets, Domestic Equities, Domestic Fixed Income, Great Investors, Hedge Funds, International Equities, Managed Futures, Portable Alpha, Relative Return, Risk
Finally it is the long-term investor, he who most promotes the public interest, who will in practice come in for most criticism, wherever investment funds are managed by committees or boards or banks. For it is in the essence of his behaviour that he should be eccentric, unconventional and rash in the eyes of average [...]
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