Research & Insights
Our investment decisions flow from incisive perspectives.
Category: Thought Leadership
The Tax Cuts and Jobs Act | February 2018
Thoughts on the Implications of the Legislation
Major tax reform in the United States of America is often one the most widely debated topics in the halls of Congress. The 2017 tax reform bill (officially named the Tax Cuts and Jobs Act) has had its fair… Read Full Post
Bivium White Paper | June 2014
High Frequency Trading: Meditations on the Controversy
Zenas Huang, Analyst at Bivium Capital
Joanna Horton, Global Trading Director at CAPIS
Ever since the genesis of algorithmic trading strategies in the late ’90s, advocated have preached the immense efficiency gains from HFT… Read Full Post
Emerging Manager Spotlight | April 2014
Would Russia Risk its Golden Goose?
Eric P. Leve, CFA, EVP & CIO, Bailard Institutional
Each month we focus our research spotlight on thought leadership from one of the leading investment managers in our program. While the topical subject and… Read Full Post
Emerging Manager Spotlight | March 2014
The Fear Pendulum: From the End of the World to Market Melt-up
Jeffrey Bronchick, CIO, Cove Street Capital in Los Angeles
Each month we focus our research spotlight on thought leadership from one of the leading investment managers in our… Read Full Post
The Hidden Brain | October 2013
Shankar Vedantam, Author
Keynote Speaker, Bivium Capital 2013 Investor Summit
Global Trends Shaping the 21st Century
Mr.Vedantam is a correspondent for NPR News and the author of The Hidden Brain. He focuses his reporting on how human behavior shapes the news. Mr. Vedantam discussed the role of “the hidden… Read Full Post
External Perspectives | October 2013
Financial Crisis: What Went Wrong?
Jonathan Neuberger, principal, Economists, Inc.
Financial markets around the world continue to suffer from declining asset values, heightened concerns about risk, lack of available credit, and prospects for a global economic slowdown. The speed… Read Full Post
The Tax Cuts and Jobs Act | February 2018
Thoughts on the Implications of the Legislation
Major tax reform in the United States of America is often one the most widely debated topics in the halls of Congress. The 2017 tax reform bill (officially named the Tax Cuts and Jobs Act) has had its fair… Read Full Post
Bivium White Paper | June 2014
High Frequency Trading: Meditations on the Controversy
Zenas Huang, Analyst at Bivium Capital
Joanna Horton, Global Trading Director at CAPIS
Ever since the genesis of algorithmic trading strategies in the late ’90s, advocated have preached the immense efficiency gains from HFT… Read Full Post
Emerging Manager Spotlight | April 2014
Would Russia Risk its Golden Goose?
Eric P. Leve, CFA, EVP & CIO, Bailard Institutional
Each month we focus our research spotlight on thought leadership from one of the leading investment managers in our program. While the topical subject and… Read Full Post
Emerging Manager Spotlight | March 2014
The Fear Pendulum: From the End of the World to Market Melt-up
Jeffrey Bronchick, CIO, Cove Street Capital in Los Angeles
Each month we focus our research spotlight on thought leadership from one of the leading investment managers in our… Read Full Post
The Hidden Brain | October 2013
Shankar Vedantam, Author
Keynote Speaker, Bivium Capital 2013 Investor Summit
Global Trends Shaping the 21st Century
Mr.Vedantam is a correspondent for NPR News and the author of The Hidden Brain. He focuses his reporting on how human behavior shapes the news. Mr. Vedantam discussed the role of “the hidden… Read Full Post
External Perspectives | October 2013
Financial Crisis: What Went Wrong?
Jonathan Neuberger, principal, Economists, Inc.
Financial markets around the world continue to suffer from declining asset values, heightened concerns about risk, lack of available credit, and prospects for a global economic slowdown. The speed… Read Full Post
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