News & Press

    The Incredible Shrinking Financial Industry

    I was in London last week for the first time since I moved the firm over from London 18 months ago, and I saw 37 funds. In between meetings, I met with a few old colleagues. Nothing generally surprises me these days, but it really did surprise me the amount of people that I knew that were in the industry and now are in completely different areas or even doing nothing at all. How times change, and at a fast pace too.

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    Types of Mouse Traps

    I live in the suburbs in the state of NJ and my neighbors are bears, deer and raccoons. It’s the way I like it. One of our close friends lives in an even more remote part and he is having a mouse issue. We were discussing mouse traps. Did you know there are at least 5 types on offer?

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    Free Cookies Inside…

    It’s an old trick, I know, but how many emails claiming free stuff inside do you open? Hopefully you’re not offended, and here is something for free indeed!

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    The Death of The Sell-Side Analyst

    So, what’s it all about? There is a huge change in Europe coming. Are you ready? Ready for what? The murky area of accountability in our industry is about to become a whole lot clearer. Amongst other things, it will have a huge impact on investment research. It will not only have an impact on Europe, but globally too. Very few firms are talking about it right now but if you are an investment manager anywhere in the world, you should be thinking about positioning yourself.

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    Introducing Your New Boss

    Let’s face it: the machines have arrived. Are you sitting there wondering when you are going to be replaced by one? A 2013 study by Oxford economists Carl Benedikt Frey and Michael Osborne concluded (using a sophisticated algorithm, of course) that some 47 percent of US jobs were at high risk from automation in the next 20 years.

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    The Secrets to Finding Good Investments

    I hear you thinking before we start: “Jim is going to tell me a story about how The Edge is so great and that you need to use them to have success.” Well, I’m not. I want to give you the benefit of my 25 years in the industry for you to be a more comprehensive investor. Sound better? Good. Let’s go.

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    3 Reasons to Question Your Broker’s Value

    How has your broker performed recently? Do they add any value other than pull the trigger on names that you tell them too? Perhaps you have a good relationship? Great, how does this translate into money for you? Or is it a case of making you feel good when you speak to them?

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    The Edge Now Seeking a Sales Executive

    Now Hiring – Sales Executive

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    Foreign Interest in US Companies is Lower Despite Hot Start for Global Deals

    By Evelyn Cheng / CNBC Staff Writer:

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    Why Value Investing is Back in Play

    Hedge funds have been under pressure from robots and index tracking models. Investors have been wondering why they are paying management fees to stock pickers who underperform a much cheaper model. Back in November, I wrote an article entitled “Are Computers About to Replace You?” where I spoke about defining your added value and how numbers are only part of the story, as well as computers not being able to predict catalyst events.

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