Forensic Alpha
Published in

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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