KordaMentha report claims boutique firm breached fund mandate by targeting micro-cap stocks
Boutique hybrid debt-equity firm Pure Asset Management invested in riskier micro-cap companies allegedly contravening the investment strategy for its $95 […]
Investing Strategy
Buybacks, Balance Sheet Strength and Portfolio Strategy in Focus for Shell (SHEL)
The second quarter of 2026 was the 19th back-to-back quarter where Shell plc (NYSE:SHEL) announced a share repurchase of at
Ex-Goldman trader builds mini pod shop in Singapore with offbeat hires
Kelvin Chiu’s multi-strategy model allows him to spread his capital while learning from his traders Published Sun, Sep 27, 2026
Ex-Goldman trader builds mini pod shop with offbeat hires
Kelvin Chiu’s multi-strategy model allows him to spread his capital while learning from his traders Published Sun, Sep 27, 2026
02 Identify a fund’s investment strategy
In the previous section, we introduced Form 13F. By reading the 13F filings, retail investors can see top Wall Street
Most Investors Own All Seven Magnificent Seven Stocks. That’s a Mistake.
The “Magnificent Seven” stocks are among the most dominant in the market. The seven are: Alphabet (GOOG +0.61%)(GOOGL +0.46%), Apple
Former DOD Director Urges ‘Better’ US AI Investment Strategy to Combat Chinese Tech Advances
A former Department of Defense (DOD) director has urged the U.S. to invest in “better” AI to ward off the
If There’s a Stock Market Crash Ahead, History Highlights the Best Strategy for Investors
I have bad news for anyone planning to buy stocks today: There’s a stock market crash coming in your future.
If There’s a Stock Market Crash Ahead, History Highlights the Best Strategy for Investors
I have bad news for anyone planning to buy stocks today: There’s a stock market crash coming in your future.
Opus Expands Capital Capabilities with Hiring of Mark Kunkel as Senior Vice President of Capital Formation and Investment Strategy
Opus Expands Capital Capabilities with Hiring of Mark Kunkel as Senior Vice President of Capital Formation and Investment Strategy MINNEAPOLIS,