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Puttnam’s Law

A sweet article from Above the Market on why David Puttnam got fired at Columbia Pictures.  He tried something different. Many money managers are afraid to deviate from industry norms, cap weighting,...

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Investment Process versus Investment Performance

Marshall Jaffe wrote an excellent article on investment process versus investment performance in the most recent edition of ThinkAdvisor.  I think it is notable for a couple of reasons.  First, it’s...

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