I am going on vacation next week, so I don’t really feel like putting in the effort to come up with a good article. Instead, I will simply copy one of …
Joachim Klement
Activist hedge fund managers are a controversial lot. They claim they take positions in undervalued companies to force changes in the business and unlo…
Joachim Klement
After I published a post showing that there is no connection between intelligence and performance amongst fund managers, I had a lot of conversations a…
Joachim Klement
Factor investing or smart beta investing has become all the rage, though admittedly more in the United States than in the UK and Europe. In their effor…
Joachim Klement
The accusations of modern-day slavery against fast fashion retailer Boohoo have not only railed its share price but also sent shockwaves through the ES…
Joachim Klement
Answer: Yes For those of you who would like to have a more detailed explanation let me guide you through a paper that is making the rounds for a year n…
Joachim Klement
It may sound weird, but it could be that Russia will soon copy Mexico for best practice in managing government finances. Russia’s state-owned oil giant…
Joachim Klement
One of the things I admire most in people is when they are able to change their opinions based on new evidence, take responsibility for past mistakes, …
Joachim Klement
There are lots of challenges investors face in the current crisis, but one gets in my view too little attention: how to identify cheap stocks. I think …
Joachim Klement
It should be quite obvious to state that, but if you look around amongst finance professionals and top-level executives, you can find an extraordinary …
Joachim Klement
I am a sucker for a good map. Maps shape the way we think about the world and influence us in subtle ways, as I have discussed here. That is why I thin…
Joachim Klement
There is one overlooked difference between professional investors like fund managers and individual investors: Individual investors don’t have to look …
Joachim Klement