research library

Below is a list of scholarly articles that we believe deal with important topics in investment management. Some of these articles are what might be termed ‘classics’; some have been authored by writers who enjoy wide recognition (including Nobel laureates); other articles we consider to be ‘must reads’ because of the arguments and evidence they offer.
 

Currencies and Hedging: The Longer-Term Perspective

Elroy Dimson: Half a century’s worth of evidence on value
David Finstad’s study on company factors that explain managers’ performances – read this before you choose your investment manager
Kenneth Fisher and Meir Statman on psychological biases
Clifford Asness: Rules for long-term investing
Werner De Bondt and Richard Thalers’ classic on market overreaction
Why Higher Dividends Mean Higher Growth: Clifford Asness’ award-winning paper
Benjamin Graham: A note on the father of value investing
A study on contrarian strategies in Europe by Iwan Brouwer, Jeroen van der Put and Chris Veld
William Sharpe’s paper on why most active managers must be beaten by the index
Tweedy, Browne’s study on what has worked for index-beating investors
A short note by John Dorfman on value investing
A case study of Rose Blumkin: Sell cheap and tell the truth
David Dreman on forecast errors and other psychological biases

Roy Batchelor and Richard Ramyar’s research highlights the unreliability of technical analysis

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