Research & Insights
Our investment decisions flow from incisive perspectives.
Category: Research Perspectives
2015 Year in Review | January 2016
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
The first half of 2015 largely continued the choppiness of the prior year as many markets remained somewhat rangebound. Markets were fairly narrow with a handful of larger cap, growth-oriented names with the so- called… Read Full Post
2014 Year in Review | January 2015
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
Unlike 2013 which was mostly a straight path upwards, 2014 was characterized by alternating periods of rally and reversal, so much so that the Russell 3000 Index was essentially flat through mid-October. Strong US economic… Read Full Post
Risk and the Real World | September 2014
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
Fundamentally, risk can be seen as the probability of not meeting one’s expectations. In this context, risk may lead to positive or negative outcomes, but most focus is given to downside risks (a negative result… Read Full Post
Russia Sanctions Highlights | August 2014
Faith Musingarimi, Assistant Vice President at Bivium Capital
Sanctions on Russia stemming from its annexation of Crimea in March have evolved from initial restrictions on some high profile Russian individuals, to most recently, sanctions targeting key Russian industries as the Ukrainian crisis has continued to escalate.… Read Full Post
2013 Year in Review
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
If 2012 could be described as “exceptional,” 2013 was truly “astounding.” However unlike the previous year, regional and asset class differences were stark. US equities as represented by the Russell 3000 Index finished with a… Read Full Post
2015 Year in Review | January 2016
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
The first half of 2015 largely continued the choppiness of the prior year as many markets remained somewhat rangebound. Markets were fairly narrow with a handful of larger cap, growth-oriented names with the so- called… Read Full Post
2014 Year in Review | January 2015
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
Unlike 2013 which was mostly a straight path upwards, 2014 was characterized by alternating periods of rally and reversal, so much so that the Russell 3000 Index was essentially flat through mid-October. Strong US economic… Read Full Post
Risk and the Real World | September 2014
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
Fundamentally, risk can be seen as the probability of not meeting one’s expectations. In this context, risk may lead to positive or negative outcomes, but most focus is given to downside risks (a negative result… Read Full Post
Russia Sanctions Highlights | August 2014
Faith Musingarimi, Assistant Vice President at Bivium Capital
Sanctions on Russia stemming from its annexation of Crimea in March have evolved from initial restrictions on some high profile Russian individuals, to most recently, sanctions targeting key Russian industries as the Ukrainian crisis has continued to escalate.… Read Full Post
2013 Year in Review
Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital
If 2012 could be described as “exceptional,” 2013 was truly “astounding.” However unlike the previous year, regional and asset class differences were stark. US equities as represented by the Russell 3000 Index finished with a… Read Full Post
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