April 12, 2017

Net Performance Matters

Yearly Yale endowment update is out…some fun thought pieces in the back so read the whole way through… Chart and download: —- —- Link to Download Endowment Update 2016 Website http://investments.yale.edu/
December 21, 2016

Closed End Funds

Semi annual piece from MS on closed end funds, if that’s your thing…. Chart then download: —- —- Link to articles: Closed End Fund Report Website: http://www.morganstanley.com/
October 4, 2016

Closed End Funds

Semi annual piece from MS on closed end funds, if that’s your thing…. Chart then download: —- —- Link to articles: Closed End Fund Report Website: http://www.morganstanley.com/
September 16, 2016

Hedged Exposure

13F time with one of our favorite publications, Novus Research. Chart then download: —- —- Link to PDF: Novus 13F Update Website: https://www.novus.com/
April 21, 2016

Concentrate

If you’re going to allocate to an active manager, they better be different. Bonus piece on microcap factors that work. Chart then download: —- —- Download PDF Alpha or Assets A True Microcap Strategy Website http://www.osam.com/ Get a Free Subscription! […]
April 15, 2016

The Best Small Hedge Funds

Fun little list of some of the top small hedge funds.  Can’t really call Cannell emerging… Chart then download: —- —- Download PDF Top Emerging Hedge Funds Website: https://www.novus.com/ Get a Free Subscription! If you send me an email with […]
April 10, 2016

93%

Yale’s 2015 endowment update is (finally) out.  Always a fun read, and this year they dive into their successful PE investment program. Quote, allocation, then download: —- “Over the past twenty years, the venture capital program has earned an outstanding […]
February 1, 2016

The Top 10 Hedge Funds

Fun little report on the top 10 hedge fund (clones) of 2015. List then download: —- —- Download PDF Top 10 Hedge Funds of 2015 Website: https://www.novus.com/ Get a Free Subscription! If you send me an email with a link […]
December 27, 2015

Free 200 Page Book on ETFs

I don’t know anyone that knows more about ETFs than this crew.  200 page free PDF put out by the ETF.com guys and the CFA Institute. Straight to download… DOWNLOAD A COMPREHENSIVE GUIDE TO EXCHANGE- TRADED FUNDS (ETFs) Website https://www.cfainstitute.org/learning/products/publications/rf/Pages/rf.v2015.n3.1.aspx […]
October 8, 2015

Risky Business

Good article on risk parity from the good folks at Bridgewater.  Though their opening paragraph is pretty funny.  See if you can decide if the quote in the first paragraph sounds more like a XXX script or hedge fund letter… […]
August 11, 2015

All the ETFs in the World

Below is a monster Excel download with info on all the ETFs in existence.  Super interesting for some, meaningless for others. Courtesy AAII. Download Excel Sheet Websites http://www.aaii.com Get a Free Subscription! If you send me an email with a […]
February 28, 2015

Yale Update

The goal here at The Farm is to only send out high quality research.  That means we may go a week or two with no emails, and then some weeks there will be five.  The good news is there is […]
January 27, 2015

How do I pick the good ones?

One of the problems people often have is how to pick the best managers to track with 13F investments? Below is a piece from Novus (again), that tries to answer that question.  In addition, they named some managers I have […]
January 22, 2015

Is it Time for Active?

I was going to summarize my thoughts on the attached but I’ll let you digest it without my input. —- —- Download PDF Rates and Active Management Website www.nomura.com
December 31, 2014

All Weather of Your Own

Happy New Years to all – as a reminder for all of your friends an colleagues, prices go up tomorrow so let them know they can still subscribe at the lower rate for one more day!  Below is a fun […]