This veteran stock picker beats the market following these strict rules
James Callinan’s Osterweis Opportunity Fund has trounced its Russell 2000 benchmark by applying specific P/E limits for buying–and holding–small cap growth stocks.
Hank Tucker, Forbes Staff
Billionaire Jim Simons’ last interview: The hedge fund legend on the universe, making money and giving it away
Simons, who died Friday at age 86, spoke at the Forbes 400 Summit on Philanthropy last September in his final public appearance.
A $43 billion value investor’s winning formula for buying unloved foreign stock
Sarah Ketterer’s Causeway Capital is trouncing the competition using a mix of quantitative and fundamental analysis to find bargains among European stocks like Rolls-Royce and Ryanair.
The best and worst US small cap stocks of first half 2023
Bitcoin miners are surging thanks to a strong year for crypto, while ChatGPT is slamming stocks like online study-help company Chegg.
The future of Wall Street: Fintech 50 2023
Innovative firms serving the back office needs of Wall Street and other large enterprises continue to prosper, with promising new startups in a crucial niche–fraud prevention–sprouting.
SVB’s new billionaire owners are quietly building a banking empire
Like the 20th Century transformation of NCNB into Bank of America, First Citizens’ Frank Holding Jr. is building another North Carolina super regional with grand national ambitions.
Cash no longer trash
10-year Treasury yields have climbed near 4% too, but investors who are looking for higher steady interest payouts.
Beat the market by investing in freedom
When Russia’s invasion of Ukraine sent most emerging-markets funds plummeting, Perth Tolle’s Freedom Fund avoided most of the carnage.