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White Papers

 

WHAT'S NOT GOING TO CHANGE
BUSINESS MODEL STABILITY IN AN AGE OF DISRUPTION

- Peter Shapiro, CFA (November 2018)

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WHEN GROWTH STALLS:
HOW "EVERY LITTLE HELPS" BECAME "EVERY LITTLE HURTS" FOR TESCO

- Alistair Wittet, CFA (June 2018)

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CASH IS KING, EVEN IN M&A

- By Wolfgang Fickus, CFA (February 2017)

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LONGER IS BETTER FOR CONCENTRATED PORTFOLIOS

- By Wolfgang Fickus, CFA (September 2016)

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THE QUALITIES OF "QUALITY" AND THE USE OF ESG IN INVESTING

- By Sébastien Thévoux-Chabuel (April 2016)

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THE FAIR-VALUE FOLLY: THE DANGER OF VALUATION-CENTRIC PORTFOLIO CONSTRUCTION

- By Franz Weis (August 2015)

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DECONSTRUCTING THE COMGEST QUALITY GROWTH APPROACH - By Peter Shapiro (April 2015)

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CASH IS KING AND THERE'S NO HEIR TO THE THRONE - By Alistair Wittet (January 2015)

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THE LONG-TERM GROWTH CONUNDRUM - By Eric Voravong (Sep 2014)

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WHEN THE GOING GETS TOUGH, THE TOUGH GET GOING - By Wolfgang Fickus (July 2014)

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'JAPAN INC' DOES NOT EXIST - By Richard Kaye (April 2014)

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"OUR FAVOURITE HOLDING PERIOD IS FOREVER":
LONG-TERM INVESTING IN A SHORT-TERM WORLD -
By Peter Shapiro (January 2014)

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GROWTH INVESTING: IT ALL STARTS WITH THE TOP LINE - By Pierre Lamelin (October 2013)

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AN APPROACH TO RISK, IN LIFE AND IN MONEY MANAGEMENT - By Peter Shapiro (July 2013)

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