Archive

Where are We in the Credit Cycle?

Graham InfingerNovember 14, 2016

The Quest for Yield

Graham InfingerNovember 7, 2016

The Genius of Search Funds

Graham InfingerOctober 31, 2016

Why Most Active Managers Fail

Graham InfingerOctober 24, 2016

On Momentum

Graham InfingerOctober 10, 2016

Explaining Private Equity Returns from the Bottom Up

Graham InfingerOctober 3, 2016

Caveat Emptor - Private Equity

Graham InfingerSeptember 26, 2016

Explaining Japanese Leveraged Value Equity Returns

Graham InfingerSeptember 19, 2016

Replicating Our Debt Paydown Algorithm in Japan

Graham InfingerSeptember 12, 2016

Replicating Leveraged Small Value Equities in Japan

Graham InfingerSeptember 5, 2016

Fear & Trembling in Japan

Graham InfingerAugust 29, 2016

On Being Wrong

Graham InfingerAugust 15, 2016

Do as Buffett Does Not as Buffett Says

Graham InfingerAugust 8, 2016

When Debt is more than a Four-Letter Word

Graham InfingerAugust 1, 2016

Why Replicate Private Equity?

Graham InfingerJuly 25, 2016

Can Simple Quantitative Rules Improve the Performance of Fundamental Investors?

Graham InfingerJuly 11, 2016

The Difficult Standard of Predictive Accuracy

Graham InfingerJune 27, 2016

Sometimes It Pays to Bet against the Experts

Graham InfingerJune 20, 2016

What Happens in an LBO?

Graham InfingerJune 6, 2016

My First Principles

Graham InfingerMay 31, 2016