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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jun 04, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Jun 04, 2019 Research Alliance Not All PEs Are Created Equal—Artisan Partners

The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.

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Jun 04, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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Jun 04, 2019 Research Alliance Late-Cycle Credit Investing: Risks and Opportunities—Artisan Partners

With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.

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Jun 04, 2019 Research Alliance The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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May 23, 2019 Research Alliance Baron Funds Quarterly Update

Read quarterly letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers to learn more about the Firm, Fund performance, activity, and outlook.

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May 22, 2019 Research Alliance Access the Growth of Platform Companies with an ETF—WisdomTree

We believe there’s a compelling, long-term market opportunity created by the evolution of platform business models.

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May 21, 2019 Research Alliance “Curve”ology 101—WisdomTree

It’s time for your final in "Curve"ology 101. Does the UST 3-Month/10-Year curve signal an upcoming recession? Kevin Flanagan explains.

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May 30, 2019 Research Alliance Platform Businesses: What They Are and Why Own Them—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses.

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May 29, 2019 Research Alliance Don’t “Fix”ate within Your Short Duration—WisdomTree

The current landscape for the fixed income arena can be defined by two key factors: the yield curve and household cash positions.

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