Commentaries

DecisionMaker, Winter 2012: KING discusses where we believe attractive long-term investment opportunities are being presented and outline the case as to why.

DecisionMaker, Fall 2011: Back to school—time to relearn what makes the economy tick. The news is bad but that is good news for equity investors.

DecisionMaker, Winter 2011: KING describes a number of “green shoots” that could have a significant positive impact on the U.S. and global economy, yet are dismissed by the market’s perma-bears.

DecisionMaker, Fall 2010: That's not a wolf at the door—It's Opportunity knocking!

DecisionMaker, Summer 2010: KING discusses how psychology, rather than the facts, can overshadow investors' perceptions of the markets.

DecisionMaker, Spring 2010: KING discusses how positive developments in the current economic environment favor equity investors.

White Papers

M&A Activity Heats Up

Risk Management in a Complex World

Small-Caps Move to the International Forefront

The Long-Term Performance Advantage of a Focused Portfolio

Can an Equity Portfolio Deliver Solid Returns in an Environment with Sluggish Economic Growth and High Unemployment?

Successful Stock Picking Through Private-Market Value