3 insights found.
Unconventional Wisdom - Concentrated Portfolios
Studies have shown that concentrated portfolios, those with generally fewer than 25 holdings, do not have a higher risk profile and that limiting a portfolio to just high-conviction "best ideas" may provide meaningful performance advantages over time.Download the Whitepaper
Japan's Economic Revival
This paper explores the progress to date of Prime Minister Shinzo Abe’s ambitious economic revitalization plan and highlights key initiatives underway that we believe could drive significant growth in the world’s third largest economy.Download the Whitepaper
The Growing Importance of Natural Gas
This paper explores the significant demand drivers for natural gas, including electrical power generation, industrial and residential uses, fuel for transportation and liquefied natural gas (LNG) exportation, all of which may provide a compelling investment opportunity.Download the Whitepaper