by Joe Miramonti | Jun 9, 2017 | Research
Because the alpha (returns in excess of the market) in our Framework Investing portfolio is generated primarily from good investing ideas, it can appear that our research is focused only…
by Joe Miramonti | May 19, 2017 | Commentary
Another full week of corporate earnings (mostly benign) and political chaos (potentially problematic). By and large companies reporting this week across the broader markets stuck to the script, though retail continues…
by Joe Miramonti | Mar 17, 2017 | Commentary
“To invest successfully, one doesn’t need a stratospheric IQ. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework” –…
by Joe Miramonti | Mar 17, 2017 | Commentary
As we continue with with our focus on the value of investing frameworks, we have been studying external research on the topic and came across this excellent paper from Nicolas Sordoni, CFA, a Director…
by Joe Miramonti | Mar 10, 2017 | Commentary, Evergreen
“To invest successfully, one doesn’t need a stratospheric IQ. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework”…
