INVESTMENT NOTES
Articles
Investment research essays grounded in articles.
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Reading the market through an investor's eyesExplains how a few long-run winners create most market wealth and how value, growth, momentum, and quality can frame a search for future leaders
The craft and philosophy of finding market leadersDesigns a reproducible process for reading market, sector, and stock strength and ranking candidates with percentile-based multi-factor scores
Investing in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation