December 2, 2014

A great one

Novus is becoming one of the best sources of hedge fund intelligence, new report below… Chart then link: —- —- PDF Intelligence Report Website: https://www.novus.com/
November 14, 2014

Mo Fundy Value

I haven’t read much of interest lately (if you see anything great pass along as always!). We’ve featured a lot of Research Affiliates though, and this email they look at some very simple factors back to 1960s.  Nothing you probably […]
August 7, 2014

Private ETF Issuer

Now for something a little different – here is a pitch deck from a private ETF issuer (mine!) that is doing a crowdfunding equity raise round. Obviously I think ETFs, and active ETFs, are a game changer that is just […]
June 11, 2014

What Does Bridgewater Expect Stocks to Return?

The answer? Very little. Below is a nice chart from a presentation to the Texas Teachers Retirement System.  It is a whopping 341 pages, but you can find all the good consultant presentations after page 47. (HT to Worth Wray […]
May 19, 2014

The Beginning of the End

(Note: Attached the white papers from the last Farm email…not sure why I can’t figure out SSRN) This piece is more on the business of asset management rather than an investment idea, but I think it’s great.  I had to […]
March 9, 2014

Like Tiger Like Cub

Long time readers know I’ve always been a big fan of the Tiger complex (Julian, Cubs, and GrandCubs).  Novus has a fun piece out, a quick quote then the download: —- “Consider this: Based on our methodology, there are currently […]
March 4, 2014

Yale Endowment Update

I always look forward to the Yale Endowment Update.  Below is the updated allocation chart, followed by the download: —- —- Download PDF Endowment Update Link http://investments.yale.edu/images/documents/Yale_Endowment_13.pdf
November 17, 2013

The Next Generation of ETFs

Nice piece from PWC on all things ETFs, and what to look for next: Quick chart then download: —- —- Link to Article The Next Generation of ETFs Website www.pwc.com
January 27, 2013

Ivy Update

We took a deep dive into how the top universities managed their endowments in our book The Ivy Portfolio.  Hallmarks of the endowment style include a true global focus, a heavy weighting to equity like assets, and active management in asset […]
October 19, 2012

The Search For Yield And 9 Other Key Trends

We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know.  Also, if you are enjoying the emails please feel free to pass along to […]
September 30, 2012

The Idea Farm #7 – ETF Report

Below is our seventh issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. After polling readers, 75% of you requested sending the emails “whenever I found […]
September 23, 2012

The Idea Farm #6 – Hedge Fund Wisdom

Below is our sixth issue of The Idea Farm Weekly!  If you are enjoying the emails please feel free to pass along to your friends and colleagues. Long time readers of my blog know that we spend a lot of […]