Observations by Paul O. Solli November 1, 2018
Wow, talk about “hot hands”! On Monday night, Golden State Warrior Klay Thompson set an NBA record with 14 three-pointers against the Chicago Bulls, breaking the previous record of 13 set by teammate Stephen Curry....
What We’ve Been Reading & Listening To by Pete Hand October 4, 2018
The TJCA (Tax Cuts and Jobs Act) signed into law in December 2017 has changed the tax treatment for holding real estate investment trusts (REITs). While we still await full clarity of some issues....
Values-Aligned Investing by Pete Hand September 17, 2018
In our recent research paper, A Guide to ESG Portfolio Construction, we reference the concept that if the type of belief (either a binary yes/no or a score on a continuum) is the same, then the portfolio construction will be...
Observations by Dorian Young August 22, 2018
The Global Industry Classification Standard (GICS®) will be revamping its shrunken Telecommunication Services sector (now just 1.9% of the S&P 500 Index) into a hot, newly renamed Communication Services sector...
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