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Commentaries & Research

Commentaries

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.

Ruminations and Observations May 2010

White Papers

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