Under the Radar

Under the Radar

Home Country Bias is defined as investors’ natural tendency to be most attracted to companies in domestic markets because they are familiar. Small foreign companies comprise 79% of the global investment opportunity set, but only 2% of all investment industry products are focused in this…
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Year in Review

2016 – Year in Review

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain Surprise /sə(r)ˈprīz/ – An unexpected or astonishing event, fact, or thing. 2016 was a year of surprises from start to finish. It…
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The Trump Card

The Trump Card

To many, this election season feels different from any election cycle in recent history. Some are concerned that if Trump wins the election, he could upset financial markets like he has upset the Republican Party establishment. Andrew Jackson was the first one to think up…
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Year in Review

2015 – Year in Review

Each January we revisit the year behind us and review what worked well and what didn’t work as well. To set the stage for this year’s conversation, many of the global concerns and challenges of 2014 carried over into 2015 and took markets lower. In…
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