Forensic Alpha
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Forensic Alpha

Roger Federer, Howard Marks and how to stay “Active”.

Why StockViews focuses on small and mid cap research and how we find mispricings.

Roger knows…
Exhibit 1: Analyst crowding in large cap
Exhibit 2: Proportion of funds being outperformed
Exhibit 3: Active Share and Small/Mid cap focus.
Exhibit 4: Active share and performance go hand in hand.
Exhibit 5: McKinsey Formula for Continuing Value
Exhibit 6: Price volatility at unprecedented levels
Exhibit 7: Smaller cap premium quite elevated
Exhibit 8: Brokers rarely tell you when to sell.



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