Whitepapers

Quality Adjusted Valuation Ratio

Quality Adjusted Valuation Ratio

Traditional equity valuation metrics, while helpful, also can have limitations.  Within his most recent white paper, Liridon Gila, CFA, introduces the Quality Adjusted Valuation Ration (QVR), to include many of...
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The Opportunity for Reasonable Growth

The Opportunity for Reasonable Growth

The long-standing theory has been that high reward compensates for high risk.  However, as the path of markets are never linear and include periods of volatility, low-beta stocks can tend...
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Could Cash Be King Again?

Could Cash Be King Again?

The recent uptick in front-end interest rates has presented opportunities in the short-term fixed income space. In the paper “Could Cash Be King Again?”, David Siegel, CFA, explains what has transpired...
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