Newdigate Insights
Taking Pain
One way to think about the design of your investment process is to do so using a variation on the [...]
What’s Your Edge?
Your Friday night poker game is going to be a costly form of entertainment unless you’re clear on three variables: [...]
Noise Contagion
Portfolio diversification is supposedly as close to a free lunch as you’re likely to get in the investment industry. The [...]
Culture Shift
Investment professionals all know that they have to make investment decisions based on imperfect and incomplete information. That’s an inescapable [...]
Intellectual Energy
Investment firms spend heroic amounts of money on their most important asset, their people. And yet so many firms are [...]
Information Overload
There is a vast amount of economic and financial data that is released every trading day, and the schedule for [...]
KYC, Really
Active fund-management is a tough old game. To win this game you have to do at least three things really [...]
Story Of You
Fund managers appropriately pay attention to many stories on a variety of subjects: the valuation story for a stock, the [...]
Performance Stories
Each month’s performance number gives rise to a series of stories. These performance stories are the meaning that you and [...]