Strategies


OCTOBER 2019

Quality and "The Middle Way" of Investing

Erick Rawlings, managing director, research, delves into the idea of quality investing. Rawlings contextualizes the underlying thesis by comparing it to the more well-defined styles of value and growth with hypothetical scenarios.

JULY 2019

The Performance of Value vs Growth: Look at Per Share Earnings and Free Cash Flow Growth

Over the long-term, value stock investments tend to outperform growth investments. Erick Rawlings, managing director, research, searches for an explanation as to why the current bull market is seemingly at odds with this historical trend.

DECEMBER 2016

Global Macro Hedge Funds: Man Versus Machine

November was an unusually poor month for quantitative/systematic (computer-traded) macro strategies, with many reputable names in the space down 5 to 9%. Conversely, it was an unusually strong month for discretionary (human-traded) macro strategies, with funds in Athena’s macro portfolio up 3 to 7%. By taking a closer look at this case study, we can better understand what to expect from both strategy types.

SEPTEMBER 2016

Leveraging Positive Psychology in the Hunt for Value

Bain & Co.’s consumer research, featured in the Harvard Business Review, underscores the value proposition offered by impact investing strategies.