stock selection

Investing Beyond Benchmarks: The Active Management Revolution

By Garvin Jabusch. In a world of polycrisis and rapidly evolving financial landscapes, investors are increasingly seeking strategies that not only deliver [...]

Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance

This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]