Archive

Investing for Growth

Graham InfingerDecember 1, 2025

Thank You

Graham InfingerNovember 17, 2025

How to Capture Japan's Value Unlock

Graham InfingerNovember 10, 2025

Currency Valuations

Graham InfingerNovember 3, 2025

The Rise of Alternatives

Graham InfingerOctober 27, 2025

The Challenge of Diversification

Graham InfingerOctober 20, 2025

Opposing Ideas

Graham InfingerOctober 14, 2025

Where Factors Speak Loudest

Graham InfingerOctober 6, 2025

Verdad Media Roundup

Graham InfingerSeptember 29, 2025

Japan's Rally Meets Shareholder Activism

Graham InfingerSeptember 22, 2025

Total Concentration

Graham InfingerSeptember 15, 2025

Capex Cycles

Graham InfingerSeptember 8, 2025

Europe’s Small-Cap Golden Age

Graham InfingerSeptember 2, 2025

The Illiquidity Premium

Graham InfingerAugust 11, 2025

Resurgent International Value

Graham InfingerAugust 4, 2025

Factors: The Good and the Bad

Graham InfingerJuly 28, 2025

When Private Funds Are Publicly Traded

Graham InfingerJuly 22, 2025

Japan's Dividend & Buyback Surge

Graham InfingerJuly 21, 2025

When Private Funds Are Publicly Traded

Graham InfingerJuly 14, 2025

The Institutional Cost Mirage

Graham InfingerJuly 9, 2025