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When Breaking Up Is Easy To Do

We get by with a little help from our friends. The back-testing for this article was done by our dear friend, Ehren Stanhope who writes a great blog, factorinvestor.com. This is the first of what we hope will be many collaborations…

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Second Quarter 2017 Letter

Click here to read our second quarter letter. Results have been good, but we want them to be great. Speed Read: Through active portfolio management, we've managed to keep our portfolio's ratio of reward-to-risk at 38.3x, which is marginally better than…

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Bolloré Video & Award

We were so pleased to have been declared the winner of SumZero’s contest, “Top Stocks for 2017” in the category Ex-US. This brings the total contest awards received by SumZero up to seven over the past few years. You can…

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