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Top 10 Posts of 2017

by: Lawrence Hamtil  on Tuesday, December 19, 2017

I am quite thankful for everyone who has helped spread the word about my blog over the last couple years.  I am humbled to say that this year a few of my articles were even referenced by some of my finance heroes, such as Matt Levine, Jeff Saut, Matt Klein, and the Alpha Architect crew.  It is a challenge to write on a regular basis, but it is one that I feel is richly rewarding.  It is a bonus, of course, if any readers find the articles useful. Read More

A Few (More) Thoughts on EM Investing

by: Lawrence Hamtil  on Tuesday, December 12, 2017

Note:  If this post sounds repetitive of arguments I have made before, that is because it is.  The goal of this post is to build on those previous arguments by articulating them in slightly more detail with the hope of making them more comprehensive and more cogent. Read More

Countering the Narrative About Value

by: Lawrence Hamtil  on Monday, December 04, 2017

There have recently been a slew of articles about how value investing has lost its edge.  Some have argued that the value premium has been arbitraged away by investors, while a few have claimed that perhaps a new era has arrived during which growth investing will be in favor.   Read More