The good, the bad, and the hairy among U.S. IT services firms.
Inside Clipper Fund's makeover.
Here's what you should know.
Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...
The rise of passive investment strategies may play a role in the market’s increasing fragility.
Software Sector Over the next five years, we expect the complexity of technology architecture and the increasing ubiquity of data transmission to drive demand for software that simplifies structures, makes data ever more accessible, and protects corporate networks. We also expect continued ...
With a rock-solid belief in their strategy, the managers of Homestead Value confidently go about their business.