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Research & Insights

  1. Milk, of All Things, Helped Francis Chou Become One of Canada’s Top Value Investors.

    Fund analyst Achilleas Taxildaris interviewed Chou in June. Answers have been edited for length and clarity.

  2. What Investor Return Is Not

    It’s not an acid test of investor behavior, nor is it a reflection of a fund’s stewardship.

  3. Familiar Territory

    David Iben kept a low profile when he left Nuveen Tradewinds. But now the noted contrarian is back to running a new global all-cap strategy.

  4. Dennis Stattman and Ben Inker

    In a world awash of money and structural problems, two global-allocation managers find opportunities.

  5. Where Are the Opportunities in U.S. Health Care?

    As the sector has continued to best the broader market, a look both at the dynamics that would drive further outperformance by the sector and at funds that investors can use to tap those themes.

  6. Finding the Right Advisor or Trustee

    It's all about low costs, a sensible strategy, and sound ethics.

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