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Second Quarter 2016 Review

Britain’s Way Out After a chaotic start to the year, it seemed that markets were ready to find a new, calmer pace. For most of the second...

First Quarter 2016 Review

Another False Start Much like the beginning of the past two years, the beginning of 2016 was marked by a great deal of market volatility....

Year End Review and Outlook 2016

2015: Meeting Expectations? It seems that, as each year comes to a close, investors everywhere want to discuss what they believe lies ahe...

Third Quarter 2015 Review

Cause for Concern? At this point, the return of volatility to the markets is old news. Over the course of this year, we’ve already encoun...

Using Near Field Communication Technology to Improve Public Transportation

In an increasingly urbanized world, never before has public transportation been more important to moving people from point A to point B. ...

Second Quarter 2015 Review

Fasten Your Seatbelts... For quite some time now, market pundits have discussed an impending return of volatility to global markets. Whil...

First Quarter 2015 Review

Off to a Shaky Start Much like last year, the first quarter of 2015 was marked by sharp spikes and gradual drops in market volatility. U....

Meet the Mittelstand: Lessons from Germany's Unseen Dynamos

With the European debt crisis approaching its sixth year, many investors in Europe have been disheartened by a seemingly constant cycle o...

Year End Review and Outlook 2015

2014: Defying Expectations As we entered 2014, it appeared as though it would be a somewhat quiet year. After outsized gains in US market...

Third Quarter 2014 Review

Exceptional...for all the wrong reasons. While the summer months often mark a lull in the markets, the third quarter provided plenty of e...

Second Quarter 2014 Review

Against All Odds At first glance, the impressive market performance we saw in this quarter seemed against all odds. US economic data was ...

Manual of Ideas Interview: Macro Considerations in Value Investing

“Manual of Ideas” interviews our Head of Investment Research, Zach Olson, on taking a top down approach to value investing. DISCLAIMER: T...

First Quarter 2014 Review

Managing Expectations Many expected the first months of 2014 would be uneventful, with markets pausing after their impressive run last ye...

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