{"name": "Sharemaestro Finance Profiles API", "description": "Long-form sourced finance profiles on investors, traders, fund managers, and market pioneers.", "cadence": "daily at 05:00 UTC", "rss_feed": "https://sharemaestro.com/blog/feed/", "ebook_pdf": "https://sharemaestro.com/blog/market-legends.pdf", "posts": [{"slug": "rob-arnott-fundamental-index-smart-beta-research-affiliates-profile", "title": "Rob Arnott Broke the Link Between Price and Weight, Then Made Smart Beta Fight for Its Evidence", "dek": "Rob Arnott turned a technical argument about index weighting into a durable investing business, but his career is also a warning about backtests, crowded factors, and the patience required when contrarian rules underperform.", "summary": "Robert D. Arnott, founder of Research Affiliates, made his name by challenging market-capitalization weighted indexing with the Fundamental Index, a rules-based approach that weights companies by economic size rather than stock-market value. His work helped define smart beta and gave allocators a bridge between active value discipline and passive implementation. The record is meaningful but contested: long-run simulations and live index histories show excess returns in several settings, while critics argue much of the advantage is a repackaged value tilt and that factor strategies can disappoint when valuations, costs, and crowding are ignored. Arnott's continuing relevance lies in the same tension that made him influential: he made indexing less passive, but also insisted that every quantitative claim must survive implementation, valuation, and investor behavior.", "published_at": "2026-08-01T08:02:18.733307+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Robert D. Arnott", "short_name": "Rob Arnott", "category": "Quantitative investor", "known_for": "Founder of Research Affiliates, pioneer of Fundamental Index investing, smart beta, tactical asset allocation, and research-driven challenges to capitalization-weighted indexing and conventional portfolio construction.", "strategy": "Fundamental index investing"}, "tags": ["Robert Arnott", "Rob Arnott", "Research Affiliates", "Fundamental Index", "RAFI", "Smart Beta", "Factor Investing", "Quantitative Investing", "Indexing", "Asset Allocation"], "feature_image": "https://sharemaestro.com/blog/images/rob-arnott-fundamental-index-smart-beta-research-affiliates-profile/", "url": "https://sharemaestro.com/blog/rob-arnott-fundamental-index-smart-beta-research-affiliates-profile/", "api_url": "https://sharemaestro.com/blog/api/rob-arnott-fundamental-index-smart-beta-research-affiliates-profile/", "pdf_url": "https://sharemaestro.com/blog/rob-arnott-fundamental-index-smart-beta-research-affiliates-profile/download.pdf", "sources": [{"url": "https://www.researchaffiliates.com/content/dam/ra/about-us/bio/rob-arnott.pdf", "kind": "official biography PDF", "title": "Rob Arnott biography", "publisher": "Research Affiliates", "source_id": "source-01", "fetched_at": "2026-08-01T05:05:37.821458+00:00", "word_count": 0}, {"url": "https://www.moaf.org/about/people/robert-arnott", "kind": "official profile", "title": "Robert D. Arnott, 2023 Whitehead Award Recipient", "publisher": "Museum of American Finance", "source_id": "source-02", "fetched_at": "2026-08-01T05:05:37.821482+00:00", "word_count": 0}, {"url": "https://www.rafi.com/content/dam/ra/publications/pdf/faj-mar-apr-2005-fundamental-indexation.pdf", "kind": "journal article PDF", "title": "Fundamental Indexation", "publisher": "Financial Analysts Journal and CFA Institute", "source_id": "source-03", "fetched_at": "2026-08-01T05:05:37.821497+00:00", "word_count": 0}, {"url": "https://www.ftse.com/products/downloads/FTSE_RAFI_Index_Series_Rules.pdf", "kind": "index methodology PDF", "title": "FTSE RAFI Index Series Ground Rules", "publisher": "FTSE Russell", "source_id": "source-04", "fetched_at": "2026-08-01T05:05:37.821511+00:00", "word_count": 0}, {"url": "https://research.ftserussell.com/Analytics/FactSheets/temp/a672dede-9d12-4221-8716-6a62e70d3f06.pdf", "kind": "index factsheet PDF", "title": "FTSE RAFI US 1000 Index Factsheet", "publisher": "FTSE Russell", "source_id": "source-05", "fetched_at": "2026-08-01T05:05:37.821524+00:00", "word_count": 0}, {"url": "https://www.researchaffiliates.com/about-us", "kind": "official company page", "title": "About Us", "publisher": "Research Affiliates", "source_id": "source-06", "fetched_at": "2026-08-01T05:05:37.821535+00:00", "word_count": 0}, {"url": "https://www.researchaffiliates.com/insights/smart-beta", "kind": "strategy explainer", "title": "Explore Smart Beta", "publisher": "Research Affiliates", "source_id": "source-07", "fetched_at": "2026-08-01T05:05:37.821547+00:00", "word_count": 0}, {"url": "https://media.researchaffiliates.com/1112_winning_the_long_game_with_rafi_8e6f6b53de.pdf", "kind": "research article PDF", "title": "Winning the Long Game with RAFI", "publisher": "Research Affiliates", "source_id": "source-08", "fetched_at": "2026-08-01T05:05:37.821562+00:00", "word_count": 0}, {"url": "https://www.institutionalinvestor.com/article/2btfnpa7zaxtpdw6yrf9c/home/the-value-of-fundamental-indexing", "kind": "critical commentary", "title": "The Value of Fundamental Indexing", "publisher": "Institutional Investor", "source_id": "source-09", "fetched_at": "2026-08-01T05:05:37.821575+00:00", "word_count": 0}, {"url": "https://www.institutionalinvestor.com/article/2btfqfrtbqugv0kz6am0w/portfolio/orthodoxy-overwrought", "kind": "Arnott response and commentary", "title": "Orthodoxy Overwrought", "publisher": "Institutional Investor", "source_id": "source-10", "fetched_at": "2026-08-01T05:05:37.821586+00:00", "word_count": 0}, {"url": "https://people.duke.edu/~charvey/Research/Published_Papers/P139_Alices_adventures_in.pdf", "kind": "journal article PDF", "title": "Alice's Adventures in Factorland: Three Blunders That Plague Factor Investing", "publisher": "Journal of Portfolio Management", "source_id": "source-11", "fetched_at": "2026-08-01T05:05:37.821612+00:00", "word_count": 0}, {"url": "https://www.pimco.com/us/en/resources/video-library/media/all-asset-in-action", "kind": "official interview transcript", "title": "All Asset in Action", "publisher": "PIMCO", "source_id": "source-12", "fetched_at": "2026-08-01T05:05:37.821623+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "john-maynard-keynes-kings-college-concentrated-equity-investing-profile", "title": "John Maynard Keynes Learned the Limits of Macro, Then Made the Endowment Case for Concentrated Equities", "dek": "The economist who changed macroeconomics also changed institutional investing by turning King's College, Cambridge toward equities, concentration, value, and the uncomfortable discipline of being early.", "summary": "John Maynard Keynes is remembered as the architect of modern macroeconomics, but his quieter second career as bursar and money manager at King's College, Cambridge helped alter the practice of long-horizon investing. After early setbacks in currencies, commodities, and market timing, Keynes moved from broad macro speculation to concentrated, bottom-up equity ownership. His Discretionary Portfolio at King's produced exceptional long-term returns, but the record was volatile, idiosyncratic, and vulnerable to timing errors. Keynes's investing legacy is not a simple endorsement of bold stock picking. It is a case study in the value of governance, time horizon, intellectual flexibility, and the danger of confusing economic insight with tradable certainty.", "published_at": "2026-07-31T07:52:27.856083+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "John Maynard Keynes", "short_name": "Keynes", "category": "Economist-investor", "known_for": "Macroeconomist, King's College Cambridge bursar, and influential endowment manager who shifted from macro speculation to concentrated, bottom-up equity investing and helped legitimize common stocks for long-term British", "strategy": "Concentrated contrarian value investing"}, "tags": ["John Maynard Keynes", "Value Investing", "Endowment Investing", "King's College Cambridge", "Concentrated Portfolios", "Financial History", "Behavioral Finance", "Equity Investing"], "feature_image": "https://sharemaestro.com/blog/images/john-maynard-keynes-kings-college-concentrated-equity-investing-profile/", "url": "https://sharemaestro.com/blog/john-maynard-keynes-kings-college-concentrated-equity-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/john-maynard-keynes-kings-college-concentrated-equity-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/john-maynard-keynes-kings-college-concentrated-equity-investing-profile/download.pdf", "sources": [{"url": "https://www.kings.cam.ac.uk/biographies", "kind": "Official biography", "title": "Biographies: Keynes, John Maynard (1883-1946)", "publisher": "King's College Cambridge", "source_id": "source-01", "fetched_at": "2026-07-31T05:04:16.887073+00:00", "word_count": 0}, {"url": "https://www.kings.cam.ac.uk/guide-modern-archives", "kind": "Archive guide", "title": "Guide to the Modern Archives", "publisher": "King's College Cambridge", "source_id": "source-02", "fetched_at": "2026-07-31T05:04:16.887095+00:00", "word_count": 0}, {"url": "https://www.cambridge.org/core/journals/journal-of-financial-and-quantitative-analysis/article/abs/keynes-the-stock-market-investor-a-quantitative-analysis/284CCF9BD28D7DA57521846727239809", "kind": "Academic article", "title": "Keynes the Stock Market Investor: A Quantitative Analysis", "publisher": "Journal of Financial and Quantitative Analysis, Cambridge University Press", "source_id": "source-03", "fetched_at": "2026-07-31T05:04:16.887112+00:00", "word_count": 0}, {"url": "https://paperzz.com/doc/6799830/keynes-the-stock-market-investor", "kind": "Academic working paper text", "title": "Keynes the Stock Market Investor", "publisher": "Working paper text by David Chambers, Elroy Dimson, and Justin Foo", "source_id": "source-04", "fetched_at": "2026-07-31T05:04:16.887127+00:00", "word_count": 0}, {"url": "https://www.cambridge.org/core/journals/business-history-review/article/keynes-and-wall-street/7FA43AC8FA829B915B2006248D5D12A6", "kind": "Academic article", "title": "Keynes and Wall Street", "publisher": "Business History Review, Cambridge University Press", "source_id": "source-05", "fetched_at": "2026-07-31T05:04:16.887140+00:00", "word_count": 0}, {"url": "https://cepr.org/voxeu/columns/keynes-asset-management-kings-college-1921-1946-british-origins-us-endowment-model", "kind": "Research commentary", "title": "Keynes' asset management: King's College, 1921-1946: The British origins of the US endowment model", "publisher": "CEPR VoxEU", "source_id": "source-06", "fetched_at": "2026-07-31T05:04:16.887153+00:00", "word_count": 0}, {"url": "https://blogs.cfainstitute.org/blog/2014/10/20/keynes-the-investor-lessons-to-be-learned/", "kind": "Professional investment article", "title": "Keynes the Investor: Lessons to Be Learned", "publisher": "CFA Institute", "source_id": "source-07", "fetched_at": "2026-07-31T05:04:16.887166+00:00", "word_count": 0}, {"url": "https://eprints.lse.ac.uk/64722/1/Accominotti_If%20you%20are%20so%20smart.pdf", "kind": "Academic paper", "title": "If You're So Smart: John Maynard Keynes and Currency Speculation in the Interwar Years", "publisher": "London School of Economics Research Online", "source_id": "source-08", "fetched_at": "2026-07-31T05:04:16.887180+00:00", "word_count": 0}, {"url": "https://www.jbs.cam.ac.uk/centres/ceam/research/financial-history/keynes/", "kind": "University research page", "title": "Keynes - Financial History", "publisher": "Cambridge Judge Business School, Centre for Endowment Asset Management", "source_id": "source-09", "fetched_at": "2026-07-31T05:04:16.887193+00:00", "word_count": 0}, {"url": "https://people.duke.edu/~garci/cibertextos/ingles/KEYNES-JM/GENERAL-THEORY/GENERAL-THEORY.HTM", "kind": "Primary text", "title": "The General Theory of Employment, Interest and Money", "publisher": "Duke University hosted text", "source_id": "source-10", "fetched_at": "2026-07-31T05:04:16.887205+00:00", "word_count": 0}, {"url": "https://jmaynardkeynes.ucc.ie/", "kind": "Biographical timeline", "title": "John Maynard Keynes: The Lives of a Mind", "publisher": "University College Cork", "source_id": "source-11", "fetched_at": "2026-07-31T05:04:16.887217+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "robert-shiller-cape-case-shiller-behavioral-finance-profile", "title": "Robert Shiller Made Markets Explain Their Moods, Then Turned Bubble Warnings Into a Discipline", "dek": "The Nobel-winning Yale economist changed how investors think about valuation, housing prices and speculative manias by insisting that markets are driven by data, institutions and contagious stories.", "summary": "Robert J. Shiller is not a stock picker or a hedge fund manager, yet few living economists have shaped the practical language of investing more directly. His work on excess volatility challenged the neatest versions of market efficiency. His research with John Campbell helped popularize cyclically adjusted valuation as a long-horizon return signal. His collaboration with Karl Case and Allan Weiss helped create the Case-Shiller home price indexes. His books, especially Irrational Exuberance and Narrative Economics, gave professional investors and ordinary savers a vocabulary for bubbles, confidence and financial storytelling. This profile examines the origins, method, record, limits and continuing relevance of Shiller's behavioral valuation framework.", "published_at": "2026-07-30T06:26:07.388436+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Robert J. Shiller", "short_name": "Robert Shiller", "category": "Finance scholar", "known_for": "Nobel Prize-winning Yale economist, behavioral finance pioneer, author of Irrational Exuberance, co-creator of the Case-Shiller home price indexes, and leading researcher on asset-price volatility, speculative bubbles,C\u05b8", "strategy": "Behavioral valuation and bubble analysis"}, "tags": ["Robert Shiller", "behavioral finance", "CAPE ratio", "Case-Shiller index", "Irrational Exuberance", "asset pricing", "housing markets", "market bubbles", "Nobel economics", "valuation"], "feature_image": "https://sharemaestro.com/blog/images/robert-shiller-cape-case-shiller-behavioral-finance-profile/", "url": "https://sharemaestro.com/blog/robert-shiller-cape-case-shiller-behavioral-finance-profile/", "api_url": "https://sharemaestro.com/blog/api/robert-shiller-cape-case-shiller-behavioral-finance-profile/", "pdf_url": "https://sharemaestro.com/blog/robert-shiller-cape-case-shiller-behavioral-finance-profile/download.pdf", "sources": [{"url": "https://www.nobelprize.org/prizes/economic-sciences/2013/shiller/facts/", "kind": "Official biography and prize reference", "title": "Robert J. Shiller - Facts", "publisher": "NobelPrize.org", "source_id": "source-01", "fetched_at": "2026-07-30T05:04:50.492227+00:00", "word_count": 0}, {"url": "https://som.yale.edu/faculty-research/faculty-directory/robert-j-shiller", "kind": "Official faculty profile", "title": "Robert J. Shiller", "publisher": "Yale School of Management", "source_id": "source-02", "fetched_at": "2026-07-30T05:04:50.492264+00:00", "word_count": 0}, {"url": "https://economics.yale.edu/sites/default/files/cv_shiller.pdf", "kind": "Official curriculum vitae", "title": "Curriculum Vitae: Robert James Shiller", "publisher": "Yale Department of Economics", "source_id": "source-03", "fetched_at": "2026-07-30T05:04:50.492291+00:00", "word_count": 0}, {"url": "https://www.aeaweb.org/aer/top20/71.3.421-436.pdf", "kind": "Academic paper", "title": "Do Stock Prices Move Too Much to be Justified by Subsequent Changes in Dividends?", "publisher": "American Economic Review", "source_id": "source-04", "fetched_at": "2026-07-30T05:04:50.492320+00:00", "word_count": 0}, {"url": "https://campbell.scholars.harvard.edu/publications/stock-prices-earnings-and-expected-dividends", "kind": "Academic paper reference", "title": "Stock Prices, Earnings, and Expected Dividends", "publisher": "Harvard University faculty publication page", "source_id": "source-05", "fetched_at": "2026-07-30T05:04:50.492345+00:00", "word_count": 0}, {"url": "https://www.econ.yale.edu/~shiller/data.htm", "kind": "Data page", "title": "Online Data - Robert Shiller", "publisher": "Yale University", "source_id": "source-06", "fetched_at": "2026-07-30T05:04:50.492367+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/methodology/article/sp-cotality-case-shiller-home-price-indices-methodology/", "kind": "Index methodology", "title": "S&P Cotality Case-Shiller Home Price Indices Methodology", "publisher": "S&P Dow Jones Indices", "source_id": "source-07", "fetched_at": "2026-07-30T05:04:50.492392+00:00", "word_count": 0}, {"url": "https://www.brookings.edu/articles/is-there-a-bubble-in-the-housing-market/", "kind": "Academic policy paper", "title": "Is There a Bubble in the Housing Market?", "publisher": "Brookings Papers on Economic Activity", "source_id": "source-08", "fetched_at": "2026-07-30T05:04:50.492416+00:00", "word_count": 0}, {"url": "https://www.jstor.org/stable/j.ctt1287kz5", "kind": "Book reference", "title": "Irrational Exuberance: Revised and Expanded Third Edition", "publisher": "Princeton University Press via JSTOR", "source_id": "source-09", "fetched_at": "2026-07-30T05:04:50.492441+00:00", "word_count": 0}, {"url": "https://www.aeaweb.org/articles?id=10.1257/089533003321164967", "kind": "Academic paper", "title": "From Efficient Markets Theory to Behavioral Finance", "publisher": "Journal of Economic Perspectives", "source_id": "source-10", "fetched_at": "2026-07-30T05:04:50.492465+00:00", "word_count": 0}, {"url": "https://www.nber.org/papers/w20370", "kind": "Working paper", "title": "Changing Times, Changing Values: A Historical Analysis of Sectors within the US Stock Market 1872-2013", "publisher": "National Bureau of Economic Research", "source_id": "source-11", "fetched_at": "2026-07-30T05:04:50.492494+00:00", "word_count": 0}, {"url": "https://www.jstor.org/stable/j.ctvdf0jm5", "kind": "Book reference", "title": "Narrative Economics: How Stories Go Viral and Drive Major Economic Events", "publisher": "Princeton University Press via JSTOR", "source_id": "source-12", "fetched_at": "2026-07-30T05:04:50.492519+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "mary-meeker-internet-trends-bond-growth-investing-profile", "title": "Mary Meeker Made the Internet Investable, Then Turned the Slide Deck Into a Growth-Capital Discipline", "dek": "Mary Meeker\u2019s career traces the migration of technology investing from Wall Street research to Silicon Valley growth capital, with a method built on data density, product intuition, and a persistent willingness to back digital adoption before it looks obvious.", "summary": "Mary Meeker became famous as Morgan Stanley\u2019s defining internet analyst, authoring the data-heavy reports that helped institutional investors understand the commercial internet. Her record includes early public-market conviction, a painful association with the excesses of the dot-com era, a second career at Kleiner Perkins, and the creation of BOND as a growth-capital platform for technology companies. The measurable evidence is uneven because private fund returns are not public, but her influence is clear: she helped set the language for internet investing, converted research into venture process, and remains relevant as artificial intelligence tests the same habits that made her famous and controversial.", "published_at": "2026-07-29T06:34:29.844457+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Mary G. Meeker", "short_name": "Mary Meeker", "category": "Technology investor", "known_for": "Former Morgan Stanley internet analyst, Kleiner Perkins partner, BOND co-founder, and author of the influential Internet Trends reports that shaped how investors, founders, and executives analyzed the digital economy.", "strategy": "Data-driven technology growth investing"}, "tags": ["Mary Meeker", "BOND", "Internet Trends", "technology investing", "growth equity", "venture capital", "Morgan Stanley", "Kleiner Perkins", "Canva", "AI investing"], "feature_image": "https://sharemaestro.com/blog/images/mary-meeker-internet-trends-bond-growth-investing-profile/", "url": "https://sharemaestro.com/blog/mary-meeker-internet-trends-bond-growth-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/mary-meeker-internet-trends-bond-growth-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/mary-meeker-internet-trends-bond-growth-investing-profile/download.pdf", "sources": [{"url": "https://ourhistory.morganstanley.com/stories/surviving-the-crisis/story-1995-internet-report", "kind": "Corporate history", "title": "Morgan Stanley Internet Report Gives Investors Early Insight Into Silicon Valley", "publisher": "Morgan Stanley", "source_id": "source-01", "fetched_at": "2026-07-29T05:06:52.075708+00:00", "word_count": 0}, {"url": "https://books.google.com/books/about/The_Internet_Report.html?id=AQa4AAAAIAAJ", "kind": "Book record", "title": "The Internet Report", "publisher": "Google Books / HarperBusiness bibliographic record", "source_id": "source-02", "fetched_at": "2026-07-29T05:06:52.075736+00:00", "word_count": 0}, {"url": "https://www.bondcap.com/partners/mary-meeker/", "kind": "Official biography", "title": "Mary Meeker", "publisher": "BOND", "source_id": "source-03", "fetched_at": "2026-07-29T05:06:52.075749+00:00", "word_count": 0}, {"url": "https://www.wired.com/2012/09/mf-mary-meeker/", "kind": "Profile and interview", "title": "The Indomitable Mary Meeker", "publisher": "WIRED", "source_id": "source-04", "fetched_at": "2026-07-29T05:06:52.075762+00:00", "word_count": 0}, {"url": "https://www.sec.gov/enforcement-litigation/litigation-releases/lr-18438", "kind": "Regulatory release", "title": "Federal Court Approves Global Research Analyst Settlement", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-05", "fetched_at": "2026-07-29T05:06:52.075775+00:00", "word_count": 0}, {"url": "https://www.theguardian.com/technology/2004/aug/24/business.usnews", "kind": "News report", "title": "Meeker sorry for net losses", "publisher": "The Guardian", "source_id": "source-06", "fetched_at": "2026-07-29T05:06:52.075787+00:00", "word_count": 0}, {"url": "https://techcrunch.com/2018/09/14/mary-meeker-author-of-the-internet-trends-report-is-leaving-kleiner-perkins/", "kind": "News report", "title": "Mary Meeker, author of the Internet Trends Report, is leaving Kleiner Perkins", "publisher": "TechCrunch", "source_id": "source-07", "fetched_at": "2026-07-29T05:06:52.075800+00:00", "word_count": 0}, {"url": "https://techcrunch.com/2021/03/03/mary-meeker-bond-2-billion/", "kind": "News report", "title": "Mary Meeker\u2019s Bond has closed its second fund with $2 billion", "publisher": "TechCrunch", "source_id": "source-08", "fetched_at": "2026-07-29T05:06:52.075814+00:00", "word_count": 0}, {"url": "https://www.axios.com/2022/04/01/bond-capital-raises-25-billion-third-fund", "kind": "News report", "title": "Scoop: Bond raises $2.5 billion for third growth equity fund", "publisher": "Axios", "source_id": "source-09", "fetched_at": "2026-07-29T05:06:52.075826+00:00", "word_count": 0}, {"url": "https://techcrunch.com/2019/05/20/graphic-design-platform-canva-valued-at-2-5b-with-new-funds/", "kind": "Financing report", "title": "Graphic design platform Canva valued at $2.5B with new funds", "publisher": "TechCrunch", "source_id": "source-10", "fetched_at": "2026-07-29T05:06:52.075838+00:00", "word_count": 0}, {"url": "https://www.forbes.com/profile/mary-meeker/", "kind": "Investor profile", "title": "Mary Meeker", "publisher": "Forbes", "source_id": "source-11", "fetched_at": "2026-07-29T05:06:52.075848+00:00", "word_count": 0}, {"url": "https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf", "kind": "Investment research report", "title": "Trends - Artificial Intelligence", "publisher": "BOND", "source_id": "source-12", "fetched_at": "2026-07-29T05:06:52.075860+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "bernard-baruch-lone-wolf-wall-street-cash-speculation-profile", "title": "Bernard Baruch Turned Cash, Nerve and Public Power Into a Wall Street Doctrine", "dek": "Bernard Baruch made a fortune as an independent speculator, then carried Wall Street's habits of fact gathering, cash discipline and wartime organization into the center of American public policy.", "summary": "A long-form profile of Bernard M. Baruch, the Wall Street financier known as the Lone Wolf, tracing his rise from brokerage runner to millionaire speculator, his preference for cash and concentrated judgment, his role in industrial mobilization during World War I, the contested legend around 1929, and the enduring value and danger of treating markets as a test of facts, timing and temperament.", "published_at": "2026-07-28T07:07:40.732606+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Bernard M. Baruch", "short_name": "Bernard Baruch", "category": "Financier", "known_for": "Wall Street speculator known as the \u201cLone Wolf of Wall Street,\u201d influential market commentator, presidential adviser, and early 20th-century financier associated with disciplined cash management, independent judgment, p", "strategy": "Patient contrarian speculation"}, "tags": ["Bernard Baruch", "Lone Wolf of Wall Street", "finance profiles", "market history", "speculation", "cash management", "War Industries Board", "1929 crash", "Wall Street history", "public policy"], "feature_image": "https://sharemaestro.com/blog/images/bernard-baruch-lone-wolf-wall-street-cash-speculation-profile/", "url": "https://sharemaestro.com/blog/bernard-baruch-lone-wolf-wall-street-cash-speculation-profile/", "api_url": "https://sharemaestro.com/blog/api/bernard-baruch-lone-wolf-wall-street-cash-speculation-profile/", "pdf_url": "https://sharemaestro.com/blog/bernard-baruch-lone-wolf-wall-street-cash-speculation-profile/download.pdf", "sources": [{"url": "https://findingaids.library.upenn.edu/records/PRIN_MUDD_MC006", "kind": "archival finding aid", "title": "Bernard M. Baruch Papers", "publisher": "Princeton University Library via Philadelphia Area Archives", "source_id": "source-01", "fetched_at": "2026-07-28T05:05:26.446459+00:00", "word_count": 0}, {"url": "https://blogs.baruch.cuny.edu/bernardbaruch/", "kind": "institutional biography and archive", "title": "Bernard Baruch: Private Life of a Public Man", "publisher": "Baruch College Archives", "source_id": "source-02", "fetched_at": "2026-07-28T05:05:26.446507+00:00", "word_count": 0}, {"url": "https://www.hbs.edu/leadership/20th-century-leaders/details?profile=bernard_m_baruch", "kind": "institutional business biography", "title": "Bernard M. Baruch, Great American Business Leaders of the 20th Century", "publisher": "Harvard Business School Leadership Initiative", "source_id": "source-03", "fetched_at": "2026-07-28T05:05:26.446551+00:00", "word_count": 0}, {"url": "https://www.newyorker.com/magazine/1948/01/10/the-old-man-ii-money", "kind": "reported profile", "title": "The Old Man II: Money", "publisher": "The New Yorker", "source_id": "source-04", "fetched_at": "2026-07-28T05:05:26.446620+00:00", "word_count": 0}, {"url": "https://ritholtz.com/2013/05/bernard-baruch-10-rules-of-investing/", "kind": "financial commentary quoting Baruch's 10", "title": "Bernard Baruch: 10 Rules of Investing", "publisher": "The Big Picture", "source_id": "source-05", "fetched_at": "2026-07-28T05:05:26.446660+00:00", "word_count": 0}, {"url": "https://encyclopedia.1914-1918-online.net/article/baruch-bernard-mannes/", "kind": "scholarly encyclopedia entry", "title": "Baruch, Bernard Mannes", "publisher": "1914-1918 Online, International Encyclopedia of the First World War", "source_id": "source-06", "fetched_at": "2026-07-28T05:05:26.446701+00:00", "word_count": 0}, {"url": "https://books.google.com/books?id=jxMaAAAAIAAJ", "kind": "primary government report", "title": "American Industry in the War: A Report of the War Industries Board", "publisher": "United States Government Printing Office via Google Books", "source_id": "source-07", "fetched_at": "2026-07-28T05:05:26.446746+00:00", "word_count": 0}, {"url": "https://www.federalreservehistory.org/essays/stock-market-crash-of-1929", "kind": "historical reference", "title": "Stock Market Crash of 1929", "publisher": "Federal Reserve History", "source_id": "source-08", "fetched_at": "2026-07-28T05:05:26.446782+00:00", "word_count": 0}, {"url": "https://history.state.gov/milestones/1945-1952/baruch-plans", "kind": "official historical reference", "title": "The Acheson-Lilienthal and Baruch Plans, 1946", "publisher": "Office of the Historian, U.S. Department of State", "source_id": "source-09", "fetched_at": "2026-07-28T05:05:26.446823+00:00", "word_count": 0}, {"url": "https://www.senate.gov/about/powers-procedures/investigations/merchants-of-death.htm", "kind": "official historical reference", "title": "Merchants of Death", "publisher": "United States Senate", "source_id": "source-10", "fetched_at": "2026-07-28T05:05:26.446858+00:00", "word_count": 0}, {"url": "https://hobcawbarony.org/our-story/", "kind": "foundation history", "title": "Our Story", "publisher": "Hobcaw Barony, Belle W. Baruch Foundation", "source_id": "source-11", "fetched_at": "2026-07-28T05:05:26.446893+00:00", "word_count": 0}, {"url": "https://time.com/archive/6627671/nation-the-man-behind-the-legend/", "kind": "obituary and retrospective", "title": "Nation: The Man Behind the Legend", "publisher": "Time", "source_id": "source-12", "fetched_at": "2026-07-28T05:05:26.446928+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "joel-tillinghast-fidelity-low-priced-stock-profile", "title": "Joel Tillinghast Made Low-Priced Stocks a Test of Patience, Quality and Price", "dek": "Joel Tillinghast turned an awkward-sounding Fidelity mandate into a three-decade argument for disciplined stock picking, but his record also shows how scale, value traps and changing markets test even the most patient investor.", "summary": "A profile of Joel Tillinghast, the longtime Fidelity Low-Priced Stock Fund manager whose blend of value discipline, business analysis, risk avoidance and global small-cap curiosity produced one of the mutual fund industry\u2019s most distinctive public records.", "published_at": "2026-07-26T07:15:53.134197+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Joel Tillinghast", "short_name": "Tillinghast", "category": "Mutual fund manager", "known_for": "Longtime manager of Fidelity Low-Priced Stock Fund, author of Big Money Thinks Small, and disciplined stock picker known for finding durable, undervalued businesses among overlooked low-priced and small- to mid-cap names", "strategy": "Low-priced small-cap value investing"}, "tags": ["Joel Tillinghast", "Fidelity Low-Priced Stock Fund", "Value Investing", "Mutual Fund Managers", "Small-Cap Investing", "Active Management", "Investor Profiles", "Market Legends"], "feature_image": "https://sharemaestro.com/blog/images/joel-tillinghast-fidelity-low-priced-stock-profile/", "url": "https://sharemaestro.com/blog/joel-tillinghast-fidelity-low-priced-stock-profile/", "api_url": "https://sharemaestro.com/blog/api/joel-tillinghast-fidelity-low-priced-stock-profile/", "pdf_url": "https://sharemaestro.com/blog/joel-tillinghast-fidelity-low-priced-stock-profile/download.pdf", "sources": [{"url": "https://institutional.fidelity.com/app/proxy/content?literatureURL=%2F888738.PDF", "kind": "Official biography", "title": "Joel Tillinghast, CFA Senior Advisor Biography", "publisher": "Fidelity Investments", "source_id": "source-01", "fetched_at": "2026-07-26T05:04:32.820808+00:00", "word_count": 0}, {"url": "https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/mutual-funds/Low-Priced-Stock-External.pdf", "kind": "Official transition document", "title": "Fidelity Low-Priced Stock Fund External Q&A", "publisher": "Fidelity Investments", "source_id": "source-02", "fetched_at": "2026-07-26T05:04:32.820846+00:00", "word_count": 0}, {"url": "https://institutional.fidelity.com/app/proxy/content?literatureURL=%2F9903842.PDF", "kind": "Official press release", "title": "Fidelity Wins Morningstar\u2019s 2021 Outstanding Portfolio Manager Award", "publisher": "Fidelity Investments", "source_id": "source-03", "fetched_at": "2026-07-26T05:04:32.820876+00:00", "word_count": 0}, {"url": "https://institutional.fidelity.com/app/proxy/content?literatureURL=%2F536378.PDF", "kind": "Annual report", "title": "Fidelity Low-Priced Stock Fund Annual Report, July 31, 2025", "publisher": "Fidelity Investments", "source_id": "source-04", "fetched_at": "2026-07-26T05:04:32.820901+00:00", "word_count": 0}, {"url": "https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/SHDOCS/FLPSX/hosts/sh_comm_qfr.000256.RETAIL_pdf.pdf", "kind": "Quarterly fund review", "title": "Fidelity Low-Priced Stock Fund Quarterly Fund Review, June 30, 2026", "publisher": "Fidelity Investments", "source_id": "source-05", "fetched_at": "2026-07-26T05:04:32.820926+00:00", "word_count": 0}, {"url": "https://institutional.fidelity.com/app/proxy/content?literatureURL=%2FB-CLPS-K-SUM.PDF", "kind": "Summary prospectus", "title": "Fidelity Low-Priced Stock Fund Summary Prospectus", "publisher": "Fidelity Investments", "source_id": "source-06", "fetched_at": "2026-07-26T05:04:32.820949+00:00", "word_count": 0}, {"url": "https://www.investmentnews.com/ria-news/fidelitys-joel-tillinghast-on-how-he-finds-good-cheap-small-cap-stocks/70824", "kind": "Interview", "title": "Fidelity\u2019s Joel Tillinghast on How He Finds Good, Cheap, Small-Cap Stocks", "publisher": "InvestmentNews", "source_id": "source-07", "fetched_at": "2026-07-26T05:04:32.820975+00:00", "word_count": 0}, {"url": "https://www.kellogg.northwestern.edu/news_articles/2008/tillinghast.aspx", "kind": "Profile and event report", "title": "Decade\u2019s Best Stock Picker Is Kellogg Grad Joel Tillinghast \u201983", "publisher": "Kellogg School of Management", "source_id": "source-08", "fetched_at": "2026-07-26T05:04:32.821001+00:00", "word_count": 0}, {"url": "https://cup.columbia.edu/book/big-money-thinks-small/9780231544696/", "kind": "Publisher page", "title": "Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing", "publisher": "Columbia University Press", "source_id": "source-09", "fetched_at": "2026-07-26T05:04:32.821025+00:00", "word_count": 0}, {"url": "https://www.investing.com/news/stock-market-news/a-longtime-fidelity-manager-sold-gamestop-and-has-some-regrets-2540513", "kind": "News article", "title": "A Longtime Fidelity Manager Sold GameStop, and Has Some Regrets", "publisher": "Bloomberg via Investing.com", "source_id": "source-10", "fetched_at": "2026-07-26T05:04:32.821050+00:00", "word_count": 0}, {"url": "https://www.kiplinger.com/article/investing/t041-c009-s002-fidelity-low-priced-stock-a-good-eye-for-bargains.html", "kind": "Financial profile", "title": "Fidelity Low-Priced Stock: A Good Eye for Bargains", "publisher": "Kiplinger", "source_id": "source-11", "fetched_at": "2026-07-26T05:04:32.821072+00:00", "word_count": 0}, {"url": "https://www.washingtonpost.com/archive/business/2009/02/22/fidelity-funds-reopen-defensive-stocks-favored/1ce4d696-3dcb-4a5c-9d44-aee82d0c733d/", "kind": "Financial news feature", "title": "Fidelity Funds Reopen; Defensive Stocks Favored", "publisher": "The Washington Post", "source_id": "source-12", "fetched_at": "2026-07-26T05:04:32.821095+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "richard-donchian-trend-following-managed-futures-profile", "title": "Richard Donchian Turned Trend Following From a Trader's Instinct Into a Managed-Futures Blueprint", "dek": "Richard Donchian built the first publicly managed futures fund, codified rules for following price trends, and gave later systematic traders a durable but unforgiving language for risk.", "summary": "Richard Davoud Donchian was a trading pioneer whose career bridged old Wall Street chart reading, postwar commodity speculation, and the rise of systematic managed futures. Born in Hartford in 1905 and trained at Yale, he entered markets after reading Reminiscences of a Stock Operator and after suffering losses in the 1929 crash. He went on to create Futures Inc., a pioneer publicly held commodity fund, write the long-running Commodity Trend Timing letter, popularize rules built around moving averages and breakouts, and influence later generations of commodity trading advisers. His story is not a simple triumph. His first public fund arrived before the industry was ready and before his rules had fully matured. Yet his central insight, that markets can be traded by accepting trends rather than forecasting value, became one of the organizing principles of modern systematic trading.", "published_at": "2026-07-25T07:06:41.398999+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Richard Davoud Donchian", "short_name": "Richard Donchian", "category": "Trading pioneer", "known_for": "Pioneer of managed futures and systematic trend following, founder of Futures Inc., developer of Donchian Channels, and influential advocate of rules-based commodity trading and diversified futures portfolios.", "strategy": "Systematic futures trend following"}, "tags": ["Richard Donchian", "trend following", "managed futures", "systematic trading", "Donchian Channel", "commodity trading", "technical analysis", "CTA", "market pioneers"], "feature_image": "https://sharemaestro.com/blog/images/richard-donchian-trend-following-managed-futures-profile/", "url": "https://sharemaestro.com/blog/richard-donchian-trend-following-managed-futures-profile/", "api_url": "https://sharemaestro.com/blog/api/richard-donchian-trend-following-managed-futures-profile/", "pdf_url": "https://sharemaestro.com/blog/richard-donchian-trend-following-managed-futures-profile/download.pdf", "sources": [{"url": "https://rddonchian.org/aboutus.htm", "kind": "Official biography", "title": "About Us: Founder Biography", "publisher": "The Richard D. Donchian Foundation", "source_id": "source-01", "fetched_at": "2026-07-25T05:04:43.601239+00:00", "word_count": 0}, {"url": "https://cmtassociation.org/technically_speaking/technically-speaking-july-2011/", "kind": "Professional association profile", "title": "MTA Annual Award for 2011 Recognizes Richard Donchian", "publisher": "CMT Association", "source_id": "source-02", "fetched_at": "2026-07-25T05:04:43.601269+00:00", "word_count": 0}, {"url": "https://www.cmegroup.com/education/articles-and-reports/the-miraculous-growth-of-managed-futures", "kind": "Exchange education article", "title": "Did You Know? The Miraculous Growth of Managed Futures", "publisher": "CME Group", "source_id": "source-03", "fetched_at": "2026-07-25T05:04:43.601286+00:00", "word_count": 0}, {"url": "https://rpc.cfainstitute.org/sites/default/files/-/media/documents/book/rf-publication/1994/rf-v1994-n6-4447-pdf.pdf", "kind": "Research monograph", "title": "Managed Futures", "publisher": "CFA Institute Research Foundation", "source_id": "source-04", "fetched_at": "2026-07-25T05:04:43.601299+00:00", "word_count": 0}, {"url": "https://chartschool.stockcharts.com/table-of-contents/overview/donchian-trading-guidelines", "kind": "Technical-analysis reference", "title": "Donchian Trading Guidelines", "publisher": "StockCharts ChartSchool", "source_id": "source-05", "fetched_at": "2026-07-25T05:04:43.601313+00:00", "word_count": 0}, {"url": "https://chartschool.stockcharts.com/table-of-contents/technical-indicators-and-overlays/technical-overlays/price-channels", "kind": "Technical indicator reference", "title": "Price Channels", "publisher": "StockCharts ChartSchool", "source_id": "source-06", "fetched_at": "2026-07-25T05:04:43.601325+00:00", "word_count": 0}, {"url": "https://uploads.teachablecdn.com/attachments/xv8hBPLjRpCjKqBcajjQ_Donchian_Commodities2.pdf", "kind": "Trading rules document", "title": "Donchian 5 & 20 Trading System", "publisher": "Trend Following archive", "source_id": "source-07", "fetched_at": "2026-07-25T05:04:43.601339+00:00", "word_count": 0}, {"url": "https://twoquants.com/wp-content/uploads/2021/04/On-the-nature-and-origins-of-trend-following.pdf", "kind": "Historical essay", "title": "On the Nature and Origins of Trend Following", "publisher": "Stig Ostgaard", "source_id": "source-08", "fetched_at": "2026-07-25T05:04:43.601352+00:00", "word_count": 0}, {"url": "https://www.aqr.com/-/media/AQR/Documents/Insights/Journal-Article/AQR-JPM-Fall-2017.pdf", "kind": "Journal article", "title": "A Century of Evidence on Trend-Following Investing", "publisher": "The Journal of Portfolio Management and AQR", "source_id": "source-09", "fetched_at": "2026-07-25T05:04:43.601366+00:00", "word_count": 0}, {"url": "https://research.cbs.dk/en/publications/time-series-momentum/", "kind": "Peer-reviewed journal article record", "title": "Time Series Momentum", "publisher": "Journal of Financial Economics via Copenhagen Business School Research Portal", "source_id": "source-10", "fetched_at": "2026-07-25T05:04:43.601412+00:00", "word_count": 0}, {"url": "https://www.trendfollowing.com/2009/12/17/donchian-forbes-circa-1982/", "kind": "Magazine excerpt", "title": "Donchian: Forbes Circa 1982", "publisher": "Trend Following, excerpting Forbes", "source_id": "source-11", "fetched_at": "2026-07-25T05:04:43.601434+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "charles-dow-market-barometer-dow-theory-wall-street-journal-profile", "title": "Charles Dow Built the Market's First Daily Language, Then Traders Turned It Into a Theory", "dek": "Charles Dow began as a reporter trying to make Wall Street legible, and his averages became a market language that still shapes how investors think about trends, confirmation, risk, and the limits of prediction.", "summary": "Charles Henry Dow was not a fund manager, a stock picker, or a speculator in the modern professional sense. He was a journalist who believed the market could be made intelligible if prices were organized, compared, and interpreted with discipline. As co-founder of Dow Jones & Company and The Wall Street Journal, he helped build the infrastructure of financial news. As creator of the Dow Jones averages, he gave investors a compact way to read the market as a whole. The principles later organized as Dow Theory made him a foundational figure in technical analysis, but also a more complicated one than his legend suggests: Dow did not publish a finished trading system, and later interpreters turned his editorials into doctrine. His legacy is the tension between clarity and simplification, between market observation and market prophecy.", "published_at": "2026-07-24T09:29:40.891315+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Charles Henry Dow", "short_name": "Charles Dow", "category": "Market pioneer", "known_for": "Co-founder of Dow Jones & Company and The Wall Street Journal, creator of the Dow Jones averages, and the original source of the market-trend principles later organized as Dow Theory.", "strategy": "Dow Theory trend confirmation"}, "tags": ["Charles Dow", "Dow Theory", "Dow Jones Industrial Average", "Wall Street Journal", "market history", "technical analysis", "index investing", "financial journalism", "market pioneers"], "feature_image": "https://sharemaestro.com/blog/images/charles-dow-market-barometer-dow-theory-wall-street-journal-profile/", "url": "https://sharemaestro.com/blog/charles-dow-market-barometer-dow-theory-wall-street-journal-profile/", "api_url": "https://sharemaestro.com/blog/api/charles-dow-market-barometer-dow-theory-wall-street-journal-profile/", "pdf_url": "https://sharemaestro.com/blog/charles-dow-market-barometer-dow-theory-wall-street-journal-profile/download.pdf", "sources": [{"url": "https://connecticuthistory.org/humble-beginnings-of-the-dow-jones-how-a-sterling-farmer-became-the-toast-of-wall-street/", "kind": "biographical reference", "title": "Humble Beginnings of the Dow Jones: How a Sterling Farmer Became the Toast of Wall Street", "publisher": "Connecticut History, a CTHumanities Project", "source_id": "source-01", "fetched_at": "2026-07-24T05:05:48.129262+00:00", "word_count": 0}, {"url": "https://s.wsj.net/public/resources/documents/info-DJTimeline0706.html?printVersion=true", "kind": "company timeline", "title": "Dow Jones Timeline", "publisher": "The Wall Street Journal / Dow Jones", "source_id": "source-02", "fetched_at": "2026-07-24T05:05:48.129303+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/education/article/130-years-of-stewardship-the-evolution-of-the-dow/", "kind": "index history and education", "title": "130 Years of Stewardship: The Evolution of The Dow", "publisher": "S&P Dow Jones Indices", "source_id": "source-03", "fetched_at": "2026-07-24T05:05:48.129329+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/documents/education/spdji-how-the-dow-works.pdf", "kind": "methodology explainer", "title": "How The Dow Works", "publisher": "S&P Dow Jones Indices", "source_id": "source-04", "fetched_at": "2026-07-24T05:05:48.129350+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/research-insights/index-literacy/the-sp-500-and-the-dow/", "kind": "index comparison and methodology", "title": "Icons: The S&P 500 and The Dow", "publisher": "S&P Dow Jones Indices", "source_id": "source-05", "fetched_at": "2026-07-24T05:05:48.129374+00:00", "word_count": 0}, {"url": "https://www.wsj.com/public/resources/documents/DowMemberHistory.pdf", "kind": "historical components record", "title": "Dow Jones Industrial Average Historical Components", "publisher": "Dow Jones / The Wall Street Journal", "source_id": "source-06", "fetched_at": "2026-07-24T05:05:48.129398+00:00", "word_count": 0}, {"url": "https://openlibrary.org/works/OL4807214W/The_ABC_of_stock_speculation", "kind": "primary-era book reference", "title": "The A B C of Stock Speculation", "publisher": "Open Library / Internet Archive", "source_id": "source-07", "fetched_at": "2026-07-24T05:05:48.129421+00:00", "word_count": 0}, {"url": "https://openlibrary.org/books/OL7232232M/The_stock_market_barometer", "kind": "primary-era book reference", "title": "The Stock Market Barometer", "publisher": "Open Library / Internet Archive", "source_id": "source-08", "fetched_at": "2026-07-24T05:05:48.129442+00:00", "word_count": 0}, {"url": "https://books.google.com/books/about/The_Dow_Theory.html?id=_Sk9AAAAYAAJ", "kind": "book reference", "title": "The Dow Theory: An Explanation of Its Development and an Attempt to Define Its Usefulness as an Aid in Speculation", "publisher": "Google Books / Barron's", "source_id": "source-09", "fetched_at": "2026-07-24T05:05:48.129469+00:00", "word_count": 0}, {"url": "https://onlinelibrary.wiley.com/doi/10.1111/0022-1082.00054", "kind": "peer-reviewed academic article", "title": "The Dow Theory: William Peter Hamilton's Track Record Reconsidered", "publisher": "The Journal of Finance", "source_id": "source-10", "fetched_at": "2026-07-24T05:05:48.129493+00:00", "word_count": 0}, {"url": "https://onlinelibrary.wiley.com/doi/10.1111/eufm.12389", "kind": "peer-reviewed academic article", "title": "Technical Analysis: Novel Insights on Contrarian Trading", "publisher": "European Financial Management", "source_id": "source-11", "fetched_at": "2026-07-24T05:05:48.129516+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20180619-728153/728153_gedjia62018.pdf?force_download=true", "kind": "index announcement", "title": "Walgreens Boots Alliance Set to Join Dow Jones Industrial Average", "publisher": "S&P Dow Jones Indices", "source_id": "source-12", "fetched_at": "2026-07-24T05:05:48.129539+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "mohnish-pabrai-dhandho-cloning-concentrated-value-investing-profile", "title": "Mohnish Pabrai Made Cloning a Discipline, Then Let Concentration Test the Model", "dek": "The founder of Pabrai Investment Funds built a career on Buffett-style value investing, Dhandho odds, concentrated bets, and radical borrowing of good ideas, but his record also shows how hard it is to hold compounders and survive the air pockets that come.", "summary": "Mohnish Pabrai matters because he converted imitation into a serious investing method. His Pabrai Investment Funds were built as a modern echo of the Buffett partnerships, with performance-based fees, a few large positions, and a search for mispriced businesses around the world. His Dhandho framework helped popularize low-risk, high-uncertainty investing for a generation of value investors. The same habits that made his approach teachable also expose its limits: concentration, key-person dependence, opaque private fund holdings, difficult selling decisions, and long periods of underperformance against a roaring S&P 500.", "published_at": "2026-07-23T05:08:54.991175+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Mohnish Pabrai", "short_name": "Mohnish Pabrai", "category": "Value investor", "known_for": "Founder and managing partner of Pabrai Investment Funds, author of The Dhandho Investor and Mosaic, and a prominent Buffett-and-Munger disciple known for concentrated value investing, cloning great investors, and the low", "strategy": "Dhandho value investing"}, "tags": ["Mohnish Pabrai", "Pabrai Investment Funds", "Dhandho Investor", "Value Investing", "Concentrated Investing", "Buffett and Munger", "Cloning Strategy", "Pabrai Wagons ETF", "Fund Manager Profile", "Sharemaestro"], "feature_image": "https://sharemaestro.com/blog/images/mohnish-pabrai-dhandho-cloning-concentrated-value-investing-profile/", "url": "https://sharemaestro.com/blog/mohnish-pabrai-dhandho-cloning-concentrated-value-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/mohnish-pabrai-dhandho-cloning-concentrated-value-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/mohnish-pabrai-dhandho-cloning-concentrated-value-investing-profile/download.pdf", "sources": [{"url": "https://www.wagonsetf.com/people/mohnish-pabrai?__source=newsletter%7Cwarrenbuffettwatch", "kind": "Official biography", "title": "Mohnish Pabrai, Portfolio Manager, Pabrai Wagons ETF", "publisher": "Pabrai Wagons ETF", "source_id": "source-01", "fetched_at": "2026-07-23T05:04:45.425494+00:00", "word_count": 0}, {"url": "https://pabraifunds.com/management/", "kind": "Official biography", "title": "Management", "publisher": "Pabrai Investment Funds", "source_id": "source-02", "fetched_at": "2026-07-23T05:04:45.425535+00:00", "word_count": 0}, {"url": "https://pabraifunds.com/objective/", "kind": "Official fund materials", "title": "Objective", "publisher": "Pabrai Investment Funds", "source_id": "source-03", "fetched_at": "2026-07-23T05:04:45.425565+00:00", "word_count": 0}, {"url": "https://pabraifunds.com/partnership-rules/", "kind": "Official fund materials", "title": "Partnership Rules", "publisher": "Pabrai Investment Funds", "source_id": "source-04", "fetched_at": "2026-07-23T05:04:45.425590+00:00", "word_count": 0}, {"url": "https://pabraifunds.com/fees-and-expenses/", "kind": "Official fund materials", "title": "Fees and Expenses", "publisher": "Pabrai Investment Funds", "source_id": "source-05", "fetched_at": "2026-07-23T05:04:45.425613+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/811030/000089418926003432/pabraiwagonsetf497c.htm", "kind": "Regulatory filing", "title": "Pabrai Wagons ETF Prospectus, February 9, 2026", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-06", "fetched_at": "2026-07-23T05:04:45.425639+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/811030/000089418925019206/pabraimftoetfn-142025497c.htm", "kind": "Regulatory filing", "title": "Pabrai Wagons Fund Combined Information Statement and Prospectus, December 29, 2025", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-07", "fetched_at": "2026-07-23T05:04:45.425667+00:00", "word_count": 0}, {"url": "https://dhandho-holdings.com/wp-content/uploads/2025/07/2020_annual_meeting_transcript.pdf", "kind": "Annual meeting transcript", "title": "Pabrai Investment Funds and Dhandho 2020 Annual Meeting Transcript", "publisher": "Pabrai Investment Funds and Dhandho", "source_id": "source-08", "fetched_at": "2026-07-23T05:04:45.425693+00:00", "word_count": 0}, {"url": "https://dhandho-holdings.com/wp-content/uploads/2025/07/2024_Dhandho_AM_Transcript.pdf", "kind": "Annual meeting transcript", "title": "Pabrai Investment Funds and Dhandho 2024 Annual Meeting Transcript", "publisher": "Pabrai Investment Funds and Dhandho", "source_id": "source-09", "fetched_at": "2026-07-23T05:04:45.425719+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/finance-investments-13fi/investments-securities-13fi3/the-dhandho-investor-978-0-470-04389-9", "kind": "Publisher page", "title": "The Dhandho Investor: The Low-Risk Value Method to High Returns", "publisher": "John Wiley & Sons", "source_id": "source-10", "fetched_at": "2026-07-23T05:04:45.425745+00:00", "word_count": 0}, {"url": "https://www.dakshana.org/people/mohnish-pabrai/", "kind": "Official biography and philanthropy page", "title": "Mohnish Pabrai", "publisher": "Dakshana Foundation", "source_id": "source-11", "fetched_at": "2026-07-23T05:04:45.425767+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1549575/000154957526000009/xslForm13F_X02/primary_doc.xml", "kind": "Regulatory filing", "title": "Dalal Street, LLC Form 13F-HR for Quarter Ended March 31, 2026", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-12", "fetched_at": "2026-07-23T05:04:45.425795+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "ron-baron-baron-capital-long-term-growth-investing-profile", "title": "Ron Baron Built a Growth Machine Around Patience, Then Let His Winners Test Its Limits", "dek": "Ron Baron made Baron Capital a rare active-growth survivor by owning exceptional businesses for years, but the same patience that powered Tesla and SpaceX has also created one of modern fund management's sharpest concentration debates.", "summary": "A Sharemaestro finance profile of Ron Baron, founder and CEO of Baron Capital, examining how a former analyst built a long-term growth franchise, how his research-driven process works, why Tesla and SpaceX reshaped his record, and where his high-conviction approach becomes risky.", "published_at": "2026-07-22T05:19:33.075872+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Ronald Stephen Baron", "short_name": "Ron Baron", "category": "Growth investor", "known_for": "Founder, CEO, and portfolio manager of Baron Capital; longtime mutual fund manager known for research-driven investments in durable growth companies, small- and mid-cap opportunities, founder-led businesses, and high-con", "strategy": "Long-term growth investing"}, "tags": ["Ron Baron", "Baron Capital", "Growth investing", "Baron Partners Fund", "Tesla", "SpaceX", "Mutual fund managers", "Long-term investing", "Active management", "Investor profiles"], "feature_image": "https://sharemaestro.com/blog/images/ron-baron-baron-capital-long-term-growth-investing-profile/", "url": "https://sharemaestro.com/blog/ron-baron-baron-capital-long-term-growth-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/ron-baron-baron-capital-long-term-growth-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/ron-baron-baron-capital-long-term-growth-investing-profile/download.pdf", "sources": [{"url": "https://www.baroncapitalgroup.com/bio/ron-baron", "kind": "Official biography", "title": "Ron Baron", "publisher": "Baron Capital", "source_id": "source-01", "fetched_at": "2026-07-22T05:05:58.909676+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/about-us", "kind": "Official firm history and overview", "title": "Growth Equity Specialists", "publisher": "Baron Capital", "source_id": "source-02", "fetched_at": "2026-07-22T05:05:58.909702+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/article/baron-capital-investment-approach", "kind": "Official investment process document", "title": "Baron Capital Investment Approach", "publisher": "Baron Capital", "source_id": "source-03", "fetched_at": "2026-07-22T05:05:58.909716+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/article/message-from-ron-baron", "kind": "Founder letter", "title": "A Message from Ron", "publisher": "Baron Capital", "source_id": "source-04", "fetched_at": "2026-07-22T05:05:58.909728+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/product-detail/baron-partners-fund-bptix", "kind": "Official fund product and performance", "title": "Baron Partners Fund", "publisher": "Baron Capital", "source_id": "source-05", "fetched_at": "2026-07-22T05:05:58.909740+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/article/quarterly-letter-baron-partners-fund-q1-2026", "kind": "Fund quarterly letter", "title": "Baron Partners Fund Q1 2026 Quarterly Letter", "publisher": "Baron Capital", "source_id": "source-06", "fetched_at": "2026-07-22T05:05:58.909752+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1217673/000119312526196138/d103552d497k.htm", "kind": "Regulatory filing", "title": "Baron Focused Growth Fund Summary Prospectus Filing", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-07", "fetched_at": "2026-07-22T05:05:58.909765+00:00", "word_count": 0}, {"url": "https://www.morningstar.com/funds/barons-big-bet-spacex", "kind": "Fund analysis", "title": "Baron's Big Bet on SpaceX", "publisher": "Morningstar", "source_id": "source-08", "fetched_at": "2026-07-22T05:05:58.909776+00:00", "word_count": 0}, {"url": "https://www.kiplinger.com/investing/mutual-funds/604829/baron-funds-the-masters-of-growth-investing", "kind": "Financial magazine feature", "title": "Baron Funds: The Masters of Growth Investing", "publisher": "Kiplinger", "source_id": "source-09", "fetched_at": "2026-07-22T05:05:58.909787+00:00", "word_count": 0}, {"url": "https://morningstardirect.morningstar.com/clientcomm/DueDiligenceReports/FundFamily150.pdf", "kind": "Fund family research report", "title": "Morningstar Fund Family 150 Report", "publisher": "Morningstar", "source_id": "source-10", "fetched_at": "2026-07-22T05:05:58.909798+00:00", "word_count": 0}, {"url": "https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Pricing-of-Initial-Public-Offering/default.aspx", "kind": "Company press release", "title": "Space Exploration Technologies Corp. Announces Pricing of Initial Public Offering", "publisher": "SpaceX Investor Relations", "source_id": "source-11", "fetched_at": "2026-07-22T05:05:58.909811+00:00", "word_count": 0}, {"url": "https://www.baroncapitalgroup.com/_next/data/c5cSFJIhjGzWN7itdIL01/sites/default/files/2026-06/baron-capital-in-depth-spacex-lift-off-6.2026.pdf.json?slug=2026-06&slug=baron-capital-in-depth-spacex-lift-off-6.2026.pdf&slug=default&slug=files&slug=sites", "kind": "Investment thesis paper", "title": "SpaceX: Lift Off!", "publisher": "Baron Capital", "source_id": "source-12", "fetched_at": "2026-07-22T05:05:58.909822+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "michael-price-mutual-shares-activist-value-investing-profile", "title": "Michael Price Made Value Investing a Boardroom Fight Before Activism Became an Industry", "dek": "Michael Price turned the quiet craft of buying discounted assets into a public contest for corporate control, proving that a mutual fund manager could force change long before activism became a crowded hedge fund trade.", "summary": "Michael F. Price built one of the defining value-investing records of the 1980s and 1990s by combining Max Heine's deep-value discipline with merger arbitrage, distressed securities, special situations and a willingness to confront boards. His campaign at Chase Manhattan showed how a mutual fund could behave like an activist owner, while his later career at MFP Investors showed the limits of scale, public pressure and changing market structure. Price's legacy is not a simple triumphal story. It includes powerful wins, difficult episodes such as Sunbeam, a deep skepticism toward Wall Street consensus, and a practical framework for thinking about intrinsic value, catalysts, cash and judgment.", "published_at": "2026-07-21T05:22:50.165687+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Michael F. Price", "short_name": "Michael Price", "category": "Value investor", "known_for": "Mutual Shares and MFP Investors, activist value investing, merger arbitrage, distressed securities, and pushing undervalued companies such as Chase Manhattan to unlock shareholder value.", "strategy": "Activist value investing"}, "tags": ["Michael Price", "Value Investing", "Activist Investing", "Mutual Shares", "MFP Investors", "Franklin Templeton", "Chase Manhattan", "Special Situations", "Market Legends", "Shareholder Activism"], "feature_image": "https://sharemaestro.com/blog/images/michael-price-mutual-shares-activist-value-investing-profile/", "url": "https://sharemaestro.com/blog/michael-price-mutual-shares-activist-value-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/michael-price-mutual-shares-activist-value-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/michael-price-mutual-shares-activist-value-investing-profile/download.pdf", "sources": [{"url": "https://www.investing.com/news/economy/michael-price-wellknown-value-investor-dies-at-70-2785327", "kind": "news obituary", "title": "Michael Price, well-known value investor, dies at 70", "publisher": "Reuters via Investing.com", "source_id": "source-01", "fetched_at": "2026-07-21T05:04:52.472247+00:00", "word_count": 0}, {"url": "https://www.forbes.com/profile/michael-price/", "kind": "reference profile", "title": "Michael Price Profile", "publisher": "Forbes", "source_id": "source-02", "fetched_at": "2026-07-21T05:04:52.472272+00:00", "word_count": 0}, {"url": "https://www.franklintempleton.com/forms-literature/download/Brochure-A-History-of-Mutual-Series-US-en-US", "kind": "official fund history", "title": "A History of Mutual Series", "publisher": "Franklin Templeton", "source_id": "source-03", "fetched_at": "2026-07-21T05:04:52.472287+00:00", "word_count": 0}, {"url": "https://www.washingtonpost.com/archive/business/1996/09/22/for-michael-price-the-game-still-feels-right/6cb4fdfc-132d-4cee-93e6-81785faaf715/", "kind": "interview and fund profile", "title": "For Michael Price, the Game Still Feels Right", "publisher": "The Washington Post", "source_id": "source-04", "fetched_at": "2026-07-21T05:04:52.472301+00:00", "word_count": 0}, {"url": "https://www.washingtonpost.com/archive/business/1996/06/26/famed-money-manager-price-sells-fund-firm-to-franklin/52c043c8-040b-41fa-9abc-74ce23efb21c/", "kind": "deal report", "title": "Famed Money Manager Price Sells Fund Firm to Franklin", "publisher": "The Washington Post", "source_id": "source-05", "fetched_at": "2026-07-21T05:04:52.472315+00:00", "word_count": 0}, {"url": "https://www.latimes.com/archives/la-xpm-1995-04-19-fi-56441-story.html", "kind": "news report", "title": "Banking & Finance - April 19, 1995", "publisher": "Los Angeles Times", "source_id": "source-06", "fetched_at": "2026-07-21T05:04:52.472328+00:00", "word_count": 0}, {"url": "https://www.latimes.com/archives/la-xpm-1995-08-29-mn-40015-story.html", "kind": "deal report", "title": "Chase, Chemical Will Merge in $11-Billion Deal", "publisher": "Los Angeles Times", "source_id": "source-07", "fetched_at": "2026-07-21T05:04:52.472341+00:00", "word_count": 0}, {"url": "https://www.scribd.com/document/93134599/Graham-and-Doddsville-Issue-12-Spring-2011", "kind": "interview transcript", "title": "It Is The Judgment That Counts - Michael Price, Graham & Doddsville Issue XII", "publisher": "Graham & Doddsville, Columbia Business School students", "source_id": "source-08", "fetched_at": "2026-07-21T05:04:52.472356+00:00", "word_count": 0}, {"url": "https://catalogimages.wiley.com/images/db/pdf/0471345032.08.pdf", "kind": "book excerpt", "title": "Investment Philosophies, Chapter 8 - Graham's Disciples: Value Investing", "publisher": "Wiley, Aswath Damodaran", "source_id": "source-09", "fetched_at": "2026-07-21T05:04:52.472369+00:00", "word_count": 0}, {"url": "https://www.sec.gov/enforcement-litigation/administrative-proceedings/33-7976", "kind": "regulatory proceeding", "title": "Sunbeam Corporation, SEC Administrative Proceeding Release No. 33-7976", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-10", "fetched_at": "2026-07-21T05:04:52.472382+00:00", "word_count": 0}, {"url": "https://www.ou.edu/price/about/michael-price", "kind": "official biography", "title": "Michael Price", "publisher": "University of Oklahoma Price College of Business", "source_id": "source-11", "fetched_at": "2026-07-21T05:04:52.472395+00:00", "word_count": 0}, {"url": "https://www.stern.nyu.edu/portal-partners/experiential-learning/experiential-learning-opportunities/michael-price-student-investment-fund", "kind": "official program page", "title": "Michael Price Student Investment Fund", "publisher": "NYU Stern School of Business", "source_id": "source-12", "fetched_at": "2026-07-21T05:04:52.472407+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "marty-schwartz-pit-bull-short-term-trading-profile", "title": "Marty Schwartz Cut Losses Before the Market Could Cut Him Down", "dek": "The trader known as Pit Bull turned a bruising decade of losses into one of Wall Street's most studied short-term trading careers, but his story is as much about ego, stress and survivorship as it is about market timing.", "summary": "Martin S. Schwartz, known to traders as Marty or Pit Bull, became famous through the U.S. Trading and Investing Championship circuit, Jack Schwager's Market Wizards and his memoir Pit Bull. His approach mixed short-term momentum, technical filters, aggressive preparation and fast loss-taking. His record includes extraordinary contest returns and a reported run from a $40,000 account to more than $20 million, but his career also exposes the pressure, health costs and limited replicability of professional day trading.", "published_at": "2026-07-20T06:22:43.075944+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Martin S. Schwartz", "short_name": "Marty Schwartz", "category": "Trader", "known_for": "Wall Street trader nicknamed \u201cPit Bull,\u201d Market Wizards interview subject, U.S. Investing Championship winner, and author of Pit Bull, known for disciplined short-term trading in stocks, futures, and options.", "strategy": "Disciplined short-term momentum trading"}, "tags": ["Marty Schwartz", "Pit Bull", "Market Wizards", "trading", "day trading", "technical analysis", "risk management", "U.S. Investing Championship", "S&P futures", "Wall Street traders"], "feature_image": "https://sharemaestro.com/blog/images/marty-schwartz-pit-bull-short-term-trading-profile/", "url": "https://sharemaestro.com/blog/marty-schwartz-pit-bull-short-term-trading-profile/", "api_url": "https://sharemaestro.com/blog/api/marty-schwartz-pit-bull-short-term-trading-profile/", "pdf_url": "https://sharemaestro.com/blog/marty-schwartz-pit-bull-short-term-trading-profile/download.pdf", "sources": [{"url": "https://www.publishersweekly.com/9780887308765", "kind": "Book review and career summary", "title": "Pit Bull: Lessons from Wall Street's Champion Trader", "publisher": "Publishers Weekly", "source_id": "source-01", "fetched_at": "2026-07-20T05:05:17.123797+00:00", "word_count": 0}, {"url": "https://www.kirkusreviews.com/book-reviews/martin-s-schwartz/pit-bull/", "kind": "Book review and critical assessment", "title": "PIT BULL: Lessons from Wall Street's Champion Trader", "publisher": "Kirkus Reviews", "source_id": "source-02", "fetched_at": "2026-07-20T05:05:17.123822+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/market-wizards-978-1-118-27305-0", "kind": "Publisher page for Jack D. Schwager book", "title": "Market Wizards", "publisher": "Wiley-VCH", "source_id": "source-03", "fetched_at": "2026-07-20T05:05:17.123836+00:00", "word_count": 0}, {"url": "https://ivanhoff.com/2016/01/26/5-market-insights-from-marty-schwartz/", "kind": "Schwager excerpt and trading-rule digest", "title": "5 Market Insights from Marty Schwartz", "publisher": "Ivanhoff Capital", "source_id": "source-04", "fetched_at": "2026-07-20T05:05:17.123877+00:00", "word_count": 0}, {"url": "https://financial-competitions.com/", "kind": "Official competition site", "title": "United States Investing Championship", "publisher": "United States Investing Championship", "source_id": "source-05", "fetched_at": "2026-07-20T05:05:17.123890+00:00", "word_count": 0}, {"url": "https://www.latimes.com/archives/la-xpm-1986-06-29-fi-180-story.html", "kind": "Contemporary newspaper article on Zadeh'", "title": "Investments Bring Prize as Well as Profit", "publisher": "Los Angeles Times", "source_id": "source-06", "fetched_at": "2026-07-20T05:05:17.123903+00:00", "word_count": 0}, {"url": "https://www.newtraderu.com/2013/12/03/a-rare-market-wizard-speech-marty-schwartz-at-amherst-college-2013-2/", "kind": "Public-speech excerpts", "title": "A Rare Market Wizard Speech: Marty Schwartz at Amherst College 2013", "publisher": "New Trader U", "source_id": "source-07", "fetched_at": "2026-07-20T05:05:17.123916+00:00", "word_count": 0}, {"url": "https://www.americasbestracing.net/owners/martin-s-schwartz", "kind": "Owner biography and racing statistics", "title": "Martin S. Schwartz", "publisher": "America's Best Racing", "source_id": "source-08", "fetched_at": "2026-07-20T05:05:17.123928+00:00", "word_count": 0}, {"url": "https://www.thoroughbredracing.com/articles/2568/buy-europe-win-america-how-owners-simple-plan-became-huge-success-story/", "kind": "Feature article on racing strategy", "title": "Buy in Europe, win in America: how an owner's simple plan became a huge success story", "publisher": "Thoroughbred Racing Commentary", "source_id": "source-09", "fetched_at": "2026-07-20T05:05:17.123943+00:00", "word_count": 0}, {"url": "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3423101", "kind": "Academic working paper", "title": "Day Trading for a Living?", "publisher": "SSRN", "source_id": "source-10", "fetched_at": "2026-07-20T05:05:17.123954+00:00", "word_count": 0}, {"url": "https://www.cmegroup.com/stories/_files/longdesc/timeline.html", "kind": "Market-structure timeline", "title": "Timeline of the Introduction of Futures Contracts", "publisher": "CME Group", "source_id": "source-11", "fetched_at": "2026-07-20T05:05:17.123965+00:00", "word_count": 0}, {"url": "https://www.thestreet.com/opinion/gamblers-view-a-trader-champions-his-place-in-history-594956", "kind": "Critical book review", "title": "Gambler's View: A Trader Champions His Place in History", "publisher": "TheStreet", "source_id": "source-12", "fetched_at": "2026-07-20T05:05:17.123977+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "cliff-asness-aqr-factor-investing-profile", "title": "Cliff Asness Built the Factor Factory, Then Had to Defend It Through a Lost Decade", "dek": "The AQR co-founder turned academic asset pricing into institutional portfolios built on value, momentum, quality, and discipline, then faced the hardest test of any quant strategy: surviving when the evidence stopped working on schedule.", "summary": "Cliff Asness stands at the hinge between modern finance research and the institutional quant industry. His career shows both the power and the limits of systematic factor investing: rigorous evidence can shape portfolios at scale, but it cannot spare investors from long periods of pain, crowding fears, client impatience, and the psychological difficulty of holding an unpopular strategy.", "published_at": "2026-07-17T05:33:27.708328+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Clifford S. Asness", "short_name": "Cliff Asness", "category": "Quantitative investor", "known_for": "Co-founder, managing principal, and chief investment officer of AQR Capital Management; University of Chicago-trained finance PhD; influential researcher and practitioner in value, momentum, quality, carry, and other cod", "strategy": "Quantitative factor investing"}, "tags": ["Cliff Asness", "AQR Capital Management", "factor investing", "quantitative investing", "value investing", "momentum investing", "quality investing", "hedge funds", "asset management"], "feature_image": "https://sharemaestro.com/blog/images/cliff-asness-aqr-factor-investing-profile/", "url": "https://sharemaestro.com/blog/cliff-asness-aqr-factor-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/cliff-asness-aqr-factor-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/cliff-asness-aqr-factor-investing-profile/download.pdf", "sources": [{"url": "https://www.aqr.com/our-firm/leadership/cliff-asness", "kind": "Official biography", "title": "Cliff Asness", "publisher": "AQR Capital Management", "source_id": "source-01", "fetched_at": "2026-07-17T05:04:23.099464+00:00", "word_count": 0}, {"url": "https://www.aqr.com/our-firm/about-us", "kind": "Official firm history", "title": "Our Firm: About AQR", "publisher": "AQR Capital Management", "source_id": "source-02", "fetched_at": "2026-07-17T05:04:23.099492+00:00", "word_count": 0}, {"url": "https://www.aqr.com/What-We-Do/Our-Approach", "kind": "Official investment approach", "title": "What We Do: Our Approach", "publisher": "AQR Capital Management", "source_id": "source-03", "fetched_at": "2026-07-17T05:04:23.099508+00:00", "word_count": 0}, {"url": "https://www.chicagobooth.edu/alumni/distinguished-alumni-award/honorees/clifford-asness", "kind": "University profile", "title": "Clifford S. Asness, MBA '91, PhD '94", "publisher": "University of Chicago Booth School of Business", "source_id": "source-04", "fetched_at": "2026-07-17T05:04:23.099523+00:00", "word_count": 0}, {"url": "https://rpc.cfainstitute.org/research/financial-analysts-journal/1997/the-interaction-of-value-and-momentum-strategies", "kind": "Journal article summary", "title": "The Interaction of Value and Momentum Strategies", "publisher": "CFA Institute Research and Policy Center", "source_id": "source-05", "fetched_at": "2026-07-17T05:04:23.099537+00:00", "word_count": 0}, {"url": "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1363476", "kind": "Academic working paper record", "title": "Value and Momentum Everywhere", "publisher": "SSRN", "source_id": "source-06", "fetched_at": "2026-07-17T05:04:23.099550+00:00", "word_count": 0}, {"url": "https://link.springer.com/article/10.1007/s11142-018-9470-2", "kind": "Peer-reviewed academic article", "title": "Quality Minus Junk", "publisher": "Review of Accounting Studies, Springer Nature", "source_id": "source-07", "fetched_at": "2026-07-17T05:04:23.099585+00:00", "word_count": 0}, {"url": "https://www.aqr.com/-/media/AQR/Documents/Journal-Articles/JPM-Fact-Fiction-and-Momentum-Investing.pdf?sc_lang=en", "kind": "Journal article PDF", "title": "Fact, Fiction, and Momentum Investing", "publisher": "The Journal of Portfolio Management via AQR", "source_id": "source-08", "fetched_at": "2026-07-17T05:04:23.099600+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1131013/000119312526082146/d864531d497k.htm", "kind": "Regulatory filing", "title": "Medium-Duration Bond Fund Summary Prospectus Supplement", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-09", "fetched_at": "2026-07-17T05:04:23.099613+00:00", "word_count": 0}, {"url": "https://lt.morningstar.com/1c6qh1t6k9/snapshotresearchpdf/default.aspx?Id=F000013KUC&LanguageId=en-GB&ms-redirect-path=%2F1c6qh1t6k9default.aspx", "kind": "Managed investment report", "title": "Morningstar Managed Investment Report: AQR", "publisher": "Morningstar", "source_id": "source-10", "fetched_at": "2026-07-17T05:04:23.099639+00:00", "word_count": 0}, {"url": "https://www.investing.com/news/economy/investment-management-firm-aqr-books-best-year-in-several-strategies-2975184", "kind": "News article", "title": "Investment management firm AQR books best year in several strategies", "publisher": "Reuters via Investing.com", "source_id": "source-11", "fetched_at": "2026-07-17T05:04:23.099652+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1444822/000144482225000012/R2.htm", "kind": "Regulatory filing", "title": "AQR Funds Annual Shareholder Report, September 2025", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-12", "fetched_at": "2026-07-17T05:04:23.099666+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "jean-marie-eveillard-first-eagle-global-value-profile", "title": "Jean-Marie Eveillard Made Global Value Investing a Discipline of Patience, Cash and Survival", "dek": "Jean-Marie Eveillard built the First Eagle Global Fund around absolute-return value investing, a willingness to hold cash and gold, and a conviction that the real risk is permanent loss, not temporary embarrassment.", "summary": "Jean-Marie Eveillard\u2019s career stands out in mutual-fund history because he practiced global value investing with unusual consistency across bubbles, currency scares, credit crises and changing ownership. His record at First Eagle Global was built on bottom-up analysis, accounting skepticism, broad geographic reach, cash as deferred purchasing power and gold as insurance against extreme outcomes. The method was not painless: it lagged badly in the late-1990s growth boom, could look overly cautious in bull markets, and depended heavily on the temperament of the manager and the culture around him. Its enduring lesson is not that investors should copy his portfolio, but that survival, valuation discipline and the refusal to let benchmarks define risk can be a durable edge when markets reward impatience.", "published_at": "2026-07-16T06:45:02.994283+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Jean-Marie Eveillard", "short_name": "Eveillard", "category": "Value investor", "known_for": "Longtime manager of the First Eagle Global Fund, Morningstar Lifetime Achievement Award recipient, and global value investor known for absolute-return thinking, cash discipline, gold exposure, and patience during periods", "strategy": "Global absolute-return value investing"}, "tags": ["Jean-Marie Eveillard", "First Eagle Global Fund", "value investing", "global investing", "mutual fund managers", "capital preservation", "gold investing", "margin of safety", "Graham and Dodd", "investment profiles"], "feature_image": "https://sharemaestro.com/blog/images/jean-marie-eveillard-first-eagle-global-value-profile/", "url": "https://sharemaestro.com/blog/jean-marie-eveillard-first-eagle-global-value-profile/", "api_url": "https://sharemaestro.com/blog/api/jean-marie-eveillard-first-eagle-global-value-profile/", "pdf_url": "https://sharemaestro.com/blog/jean-marie-eveillard-first-eagle-global-value-profile/download.pdf", "sources": [{"url": "https://www.firsteagle.com/funds/global-fund", "kind": "Official fund profile and performance", "title": "Global Fund", "publisher": "First Eagle Investments", "source_id": "source-01", "fetched_at": "2026-07-16T05:04:46.848324+00:00", "word_count": 0}, {"url": "https://www.firsteagle.com/strategy/global-value-strategy", "kind": "Official strategy overview", "title": "Global Value Strategy", "publisher": "First Eagle Investments", "source_id": "source-02", "fetched_at": "2026-07-16T05:04:46.848348+00:00", "word_count": 0}, {"url": "https://www.firsteagle.com/about-us", "kind": "Official corporate history", "title": "About Us - Our History and Guiding Principles", "publisher": "First Eagle Investments", "source_id": "source-03", "fetched_at": "2026-07-16T05:04:46.848364+00:00", "word_count": 0}, {"url": "https://business.columbia.edu/sites/default/files-efs/imce-uploads/GrahamandDoddsville_winter_2008_final.pdf", "kind": "Interview and profile PDF", "title": "Staying Power: Jean-Marie Eveillard", "publisher": "Graham and Doddsville, Columbia Business School", "source_id": "source-04", "fetched_at": "2026-07-16T05:04:46.848379+00:00", "word_count": 0}, {"url": "https://www.grahamanddoddsville.net/files/an_interview_with_jeanmarie_eveillard__october_2008_update.pdf", "kind": "Interview PDF", "title": "An Interview with Jean-Marie Eveillard - October 2008 Update", "publisher": "Graham and Doddsville", "source_id": "source-05", "fetched_at": "2026-07-16T05:04:46.848393+00:00", "word_count": 0}, {"url": "https://www.advisorperspectives.com/newsletters09/pdfs/Au_revoir_Jean-Marie_Eveillard.pdf", "kind": "Interview PDF", "title": "Au revoir Jean-Marie Eveillard: A Final Interview", "publisher": "Advisor Perspectives", "source_id": "source-06", "fetched_at": "2026-07-16T05:04:46.848406+00:00", "word_count": 0}, {"url": "https://www.hec.edu/en/faculty-research/chairs/value-investing", "kind": "Official academic biography", "title": "Endowed Chair HEC Paris - Value Investing - Jean-Marie Eveillard", "publisher": "HEC Paris", "source_id": "source-07", "fetched_at": "2026-07-16T05:04:46.848420+00:00", "word_count": 0}, {"url": "https://suppliers.morningstar.com/newsroom/news-archive/press-release-details/2025/Morningstar-Hall-of-Fame-Fund-Manager-of-the-Year-Winners/default.aspx", "kind": "Awards reference", "title": "Morningstar Hall of Fame: Morningstar Awards for Investing Excellence", "publisher": "Morningstar, Inc.", "source_id": "source-08", "fetched_at": "2026-07-16T05:04:46.848433+00:00", "word_count": 0}, {"url": "https://www.firsteagle.com/sites/default/files/2024-08/OVSV_Annual_Report.pdf", "kind": "Annual report PDF", "title": "First Eagle Variable Funds Annual Report, December 31, 2023", "publisher": "First Eagle Investments", "source_id": "source-09", "fetched_at": "2026-07-16T05:04:46.848446+00:00", "word_count": 0}, {"url": "https://www.washingtonpost.com/archive/business/2009/05/03/with-eveillards-exit-a-new-era-for-first-eagle/8cb60001-959c-4474-a83c-e05730924a56/", "kind": "Financial journalism", "title": "With Eveillard\u2019s Exit, a New Era for First Eagle", "publisher": "The Washington Post", "source_id": "source-10", "fetched_at": "2026-07-16T05:04:46.848461+00:00", "word_count": 0}, {"url": "https://www.kiplinger.com/article/investing/t041-c007-s001-jean-marie-eveillard-returns-to-first-eagle.html", "kind": "Financial journalism", "title": "Jean-Marie Eveillard Returns to First Eagle", "publisher": "Kiplinger", "source_id": "source-11", "fetched_at": "2026-07-16T05:04:46.848473+00:00", "word_count": 0}, {"url": "https://business.columbia.edu/press-release/cbs-newsroom/global-approach-value-investing", "kind": "Event coverage and biography", "title": "The Global Approach to Value Investing", "publisher": "Columbia Business School", "source_id": "source-12", "fetched_at": "2026-07-16T05:04:46.848486+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "bill-miller-flexible-value-legg-mason-profile", "title": "Bill Miller Redefined Value Investing, Then Paid the Price for Conviction", "dek": "Bill Miller made Legg Mason Value Trust a legend by treating value as the present value of future cash flows, then watched the same conviction expose investors to one of the harshest reversals in modern mutual fund history.", "summary": "William H. Miller III stands as one of the most consequential mutual fund managers of the late twentieth and early twenty-first centuries. His Legg Mason Value Trust beat the S&P 500 for 15 consecutive calendar years from 1991 through 2005, a record that became shorthand for active management at its most ambitious. Yet the aftermath, including severe underperformance in the credit crisis, made him a case study in concentration, behavioral conviction, value traps, and the thin line between patience and denial.", "published_at": "2026-07-15T07:07:43.032416+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "William H. Miller III", "short_name": "Bill Miller", "category": "Mutual fund manager", "known_for": "Longtime Legg Mason Value Trust manager whose fund famously beat the S&P 500 for 15 consecutive years from 1991 through 2005, later founder of Miller Value Partners, and an influential value investor known for flexible", "strategy": "Flexible intrinsic-value investing"}, "tags": ["Bill Miller", "Value Investing", "Legg Mason Value Trust", "Miller Value Partners", "Mutual Fund Managers", "Active Management", "Amazon", "Behavioral Finance", "Contrarian Investing", "Investment Profiles"], "feature_image": "https://sharemaestro.com/blog/images/bill-miller-flexible-value-legg-mason-profile/", "url": "https://sharemaestro.com/blog/bill-miller-flexible-value-legg-mason-profile/", "api_url": "https://sharemaestro.com/blog/api/bill-miller-flexible-value-legg-mason-profile/", "pdf_url": "https://sharemaestro.com/blog/bill-miller-flexible-value-legg-mason-profile/download.pdf", "sources": [{"url": "https://millervalue.com/team/bill-miller-cfa/", "kind": "official biography", "title": "Bill Miller, CFA - Miller Value Partners", "publisher": "Miller Value Partners", "source_id": "source-01", "fetched_at": "2026-07-15T06:19:27.725035+00:00", "word_count": 0}, {"url": "https://millervalue.com/letters/2006-q4-market-commentary/", "kind": "shareholder commentary archive", "title": "2006 Q4 Market Commentary", "publisher": "Miller Value Partners", "source_id": "source-02", "fetched_at": "2026-07-15T06:19:27.725061+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/357235/000095013305002512/w07045nvcsr.htm", "kind": "regulatory filing", "title": "Legg Mason Value Trust, Inc. Annual Report to Shareholders, March 31, 2005", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-03", "fetched_at": "2026-07-15T06:19:27.725080+00:00", "word_count": 0}, {"url": "https://money.cnn.com/2008/03/05/news/newsmakers/lashinsky_miller.fortune/index.htm?postversion=2008030605", "kind": "financial journalism", "title": "Bill Miller Fights Back", "publisher": "Fortune via CNNMoney", "source_id": "source-04", "fetched_at": "2026-07-15T06:19:27.725093+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/357235/000119312508129538/dncsr.htm", "kind": "regulatory filing", "title": "Legg Mason Value Trust, Inc. Annual Report to Shareholders, March 31, 2008", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-05", "fetched_at": "2026-07-15T06:19:27.725109+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/357235/000119312509042218/dn30b2.htm", "kind": "regulatory filing", "title": "Legg Mason Value Trust, Inc. Quarterly Report, December 31, 2008", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-06", "fetched_at": "2026-07-15T06:19:27.725123+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/357235/000119312511353697/d254713dncsr.htm", "kind": "regulatory filing", "title": "Legg Mason Capital Management Value Trust, Inc. 2011 Annual Report", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-07", "fetched_at": "2026-07-15T06:19:27.725138+00:00", "word_count": 0}, {"url": "https://www.fool.com/investing/2016/08/03/interview-with-value-investor-bill-miller.aspx", "kind": "interview", "title": "Interview With Value Investor Bill Miller", "publisher": "The Motley Fool", "source_id": "source-08", "fetched_at": "2026-07-15T06:19:27.725150+00:00", "word_count": 0}, {"url": "https://millervalue.com/bill-miller-acquires-lmm-rebrands-fund-family/", "kind": "official announcement", "title": "Bill Miller Acquires LMM and Rebrands Fund Family", "publisher": "Miller Value Partners", "source_id": "source-09", "fetched_at": "2026-07-15T06:19:27.725163+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1261788/000089418923003971/opportunitytrusttap497eadva.htm", "kind": "regulatory filing", "title": "Opportunity Trust Supplement Regarding Patient Capital Management Advisory Assignment", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-10", "fetched_at": "2026-07-15T06:19:27.725177+00:00", "word_count": 0}, {"url": "https://santafe.edu/news-center/news/santa-fe-institute-receives-50-million-bill-miller", "kind": "official institutional news", "title": "Santa Fe Institute Receives $50 Million From Bill Miller", "publisher": "Santa Fe Institute", "source_id": "source-11", "fetched_at": "2026-07-15T06:19:27.725191+00:00", "word_count": 0}, {"url": "https://hub.jhu.edu/2021/12/16/bill-miller-hopkins-physics-astronomy-gift/", "kind": "official university news", "title": "Investor Bill Miller Gives $50M to Johns Hopkins Department of Physics and Astronomy", "publisher": "Johns Hopkins University Hub", "source_id": "source-12", "fetched_at": "2026-07-15T06:19:27.725205+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "roy-neuberger-contrarian-value-neuberger-berman-profile", "title": "Roy Neuberger Shorted the Roaring Twenties and Built a Client-First Wall Street Institution", "dek": "Roy Neuberger survived the 1929 crash with a short book, turned contrarian value into a money-management franchise, and left a firm whose endurance became part of his investment record.", "summary": "Roy Rothschild Neuberger was a rare Wall Street figure whose legend begins with a short sale before the 1929 crash and ends with a durable investment firm, a major art legacy, and a set of investing rules still recognizable in active management. His career was built on contrarian value judgment, skepticism toward crowd behavior, client loyalty, and an unusual willingness to combine long positions with short exposure. The measurable record is incomplete, but the institutional evidence is strong: Neuberger Berman grew from a 1939 partnership into a global, employee-owned manager, while Guardian, the no-load mutual fund he launched in 1950, became one of the early symbols of investor-friendly fund distribution.", "published_at": "2026-07-14T07:26:18.765178+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Roy Rothschild Neuberger", "short_name": "Roy Neuberger", "category": "Investment manager", "known_for": "Co-founder of Neuberger Berman, Wall Street centenarian, early practitioner of hedged investing, and contrarian value investor remembered for shorting RCA before the 1929 crash and building a durable client-focused money", "strategy": "Hedged contrarian value investing"}, "tags": ["Roy Neuberger", "Neuberger Berman", "value investing", "contrarian investing", "hedged investing", "Wall Street history", "mutual funds", "investment managers", "market legends", "art patronage"], "feature_image": "https://sharemaestro.com/blog/images/roy-neuberger-contrarian-value-neuberger-berman-profile/", "url": "https://sharemaestro.com/blog/roy-neuberger-contrarian-value-neuberger-berman-profile/", "api_url": "https://sharemaestro.com/blog/api/roy-neuberger-contrarian-value-neuberger-berman-profile/", "pdf_url": "https://sharemaestro.com/blog/roy-neuberger-contrarian-value-neuberger-berman-profile/download.pdf", "sources": [{"url": "https://books.google.com/books/about/So_Far_So_Good.html?id=tcvOAAAAIAAJ", "kind": "Book publisher page", "title": "So Far, So Good: The First 94 Years", "publisher": "Wiley via Google Books", "source_id": "source-01", "fetched_at": "2026-07-14T05:05:28.803360+00:00", "word_count": 0}, {"url": "https://www.fundinguniverse.com/company-histories/neuberger-berman-inc-history/", "kind": "Company history reference", "title": "Neuberger Berman Inc. History", "publisher": "FundingUniverse, from International Directory of Company Histories", "source_id": "source-02", "fetched_at": "2026-07-14T05:05:28.803405+00:00", "word_count": 0}, {"url": "https://www.latimes.com/local/obituaries/la-me-roy-neuberger-20101228-1-story.html", "kind": "Obituary", "title": "Roy Neuberger dies at 107; money manager was an avid art collector", "publisher": "Los Angeles Times", "source_id": "source-03", "fetched_at": "2026-07-14T05:05:28.803439+00:00", "word_count": 0}, {"url": "https://www.cbsnews.com/news/top-art-collector-roy-neuberger-dies-at-107/", "kind": "Obituary and news account", "title": "Top Art Collector Roy Neuberger Dies at 107", "publisher": "CBS News, Associated Press", "source_id": "source-04", "fetched_at": "2026-07-14T05:05:28.803470+00:00", "word_count": 0}, {"url": "https://www.purchase.edu/live/news/5109-who-is-roy-r-neuberger-part-1", "kind": "Museum biography", "title": "Who is Roy R. Neuberger?: Part 1", "publisher": "Neuberger Museum of Art, Purchase College", "source_id": "source-05", "fetched_at": "2026-07-14T05:05:28.803499+00:00", "word_count": 0}, {"url": "https://www.nb.com/who-we-are?section=annual-report", "kind": "Official firm history", "title": "Who We Are", "publisher": "Neuberger", "source_id": "source-06", "fetched_at": "2026-07-14T05:05:28.803522+00:00", "word_count": 0}, {"url": "https://www.nb.com/products/mutual-funds/large-cap-growth-fund", "kind": "Official fund page", "title": "Large Cap Growth Fund", "publisher": "Neuberger", "source_id": "source-07", "fetched_at": "2026-07-14T05:05:28.803544+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1068144/000119312503026036/dex992.htm", "kind": "Company press release filed with SEC", "title": "Neuberger Berman's Second Quarter EPS $0.35 vs. $0.46", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-08", "fetched_at": "2026-07-14T05:05:28.803576+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/806085/000104746904005692/a2129204z10-k.htm", "kind": "Regulatory filing", "title": "Lehman Brothers Holdings Inc. 2003 Form 10-K", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-09", "fetched_at": "2026-07-14T05:05:28.803604+00:00", "word_count": 0}, {"url": "https://www.nb.com/en/fr/press-releases/neuberger-berman-returns-to-its-roots", "kind": "Official press release", "title": "Neuberger Berman Returns To Its Roots Becoming 100% Employee-Owned", "publisher": "Neuberger Berman", "source_id": "source-10", "fetched_at": "2026-07-14T05:05:28.803630+00:00", "word_count": 0}, {"url": "https://www.nb.com/who-we-are/newsroom/neuberger-launches-emerging-markets-equity-fund-for-top-performing-duo", "kind": "Official press release", "title": "Neuberger Launches Emerging Markets Equity Fund for Top Performing Duo", "publisher": "Neuberger", "source_id": "source-11", "fetched_at": "2026-07-14T05:05:28.803656+00:00", "word_count": 0}, {"url": "https://economictimes.indiatimes.com/markets/stocks/news/10-principles-of-successful-investing-from-the-legendary-roy-r-neuberger/articleshow/84498113.cms", "kind": "Financial publication article based on P", "title": "10 principles of successful investing from the legendary Roy R. Neuberger", "publisher": "The Economic Times", "source_id": "source-12", "fetched_at": "2026-07-14T05:05:28.803687+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "ralph-wanger-acorn-fund-small-cap-growth-profile", "title": "Ralph Wanger Stood Outside the Herd and Made Small-Cap Growth a Discipline", "dek": "The longtime Acorn Fund manager turned small-company investing into a durable craft built on patience, financially sound businesses, long trends, and the courage to look foolish before looking right.", "summary": "Ralph Wanger made his name by running the Acorn Fund with a rare combination of imagination and restraint. He sought small and mid-sized companies with room to grow, strong balance sheets, entrepreneurial managers, and exposure to long-running social, economic, or technological trends. His record, especially the often cited 16.3% annualized return from 1970 through 2003 against 12.1% for the S&P 500, made him one of the defining mutual fund managers of the late twentieth century. His limits were just as instructive: small-cap investing is capacity constrained, volatile, prone to storytelling, and difficult to institutionalize after the founding investor leaves.", "published_at": "2026-07-13T05:45:08.961442+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Ralph Wanger", "short_name": "Ralph Wanger", "category": "Mutual fund manager", "known_for": "Longtime manager of the Acorn Fund, author of A Zebra in Lion Country, and influential small-cap investor known for finding financially strong, entrepreneurial growth companies before they became widely recognized.", "strategy": "Small-cap growth investing"}, "tags": ["Ralph Wanger", "Acorn Fund", "small-cap investing", "growth at a reasonable price", "mutual fund managers", "market legends", "investment strategy", "Columbia Acorn", "A Zebra in Lion Country"], "feature_image": "https://sharemaestro.com/blog/images/ralph-wanger-acorn-fund-small-cap-growth-profile/", "url": "https://sharemaestro.com/blog/ralph-wanger-acorn-fund-small-cap-growth-profile/", "api_url": "https://sharemaestro.com/blog/api/ralph-wanger-acorn-fund-small-cap-growth-profile/", "pdf_url": "https://sharemaestro.com/blog/ralph-wanger-acorn-fund-small-cap-growth-profile/download.pdf", "sources": [{"url": "https://content.edgar-online.com/ExternalLink/EDGAR/0000950131-97-002706.html?hash=331ee73c09325c143850d01280dadaf8d62b0f814e6cc6232a10e4fa1e7f6550", "kind": "regulatory filing", "title": "Wanger Advisors Trust Form 485BPOS, 1997 prospectus and annual report materials", "publisher": "EDGAR Online / SEC filing", "source_id": "source-01", "fetched_at": "2026-07-13T05:09:57.749447+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/929521/000119312517146662/d358346d485bpos.htm", "kind": "regulatory filing", "title": "Wanger Advisors Trust Form N-1A filing, trustee emeritus biography", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-02", "fetched_at": "2026-07-13T05:09:57.749475+00:00", "word_count": 0}, {"url": "https://jasonzweig.com/winning-the-home-run-hitters-game/", "kind": "interview and financial journalism", "title": "Winning the Home Run Hitter's Game", "publisher": "Jason Zweig, originally Money Magazine", "source_id": "source-03", "fetched_at": "2026-07-13T05:09:57.749491+00:00", "word_count": 0}, {"url": "https://search.worldcat.org/title/A-zebra-in-lion-country-%3A-Ralph-Wanger%27s-investment-survival-guide/oclc/36315874", "kind": "book reference", "title": "A zebra in lion country: Ralph Wanger's investment survival guide", "publisher": "WorldCat / Simon & Schuster listing", "source_id": "source-04", "fetched_at": "2026-07-13T05:09:57.749505+00:00", "word_count": 0}, {"url": "https://www.morningstar.in/posts/40238/ralph-wanger-how-to-make-money-in-small-cap-stocks.aspx", "kind": "investment profile", "title": "Ralph Wanger: How to make money in small-cap stocks", "publisher": "Morningstar India", "source_id": "source-05", "fetched_at": "2026-07-13T05:09:57.749518+00:00", "word_count": 0}, {"url": "https://insights.aaii.com/p/unlocking-reliable-small-cap-growth", "kind": "strategy analysis", "title": "Unlocking Reliable Small-Cap Growth Through Ralph Wanger's Strategy", "publisher": "American Association of Individual Investors", "source_id": "source-06", "fetched_at": "2026-07-13T05:09:57.749532+00:00", "word_count": 0}, {"url": "https://www.columbiathreadneedleus.com/investor/investment-products/mutual-funds", "kind": "fund data", "title": "Mutual Funds performance table, Columbia Acorn Fund", "publisher": "Columbia Threadneedle Investments US", "source_id": "source-07", "fetched_at": "2026-07-13T05:09:57.749544+00:00", "word_count": 0}, {"url": "https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/acorn_usa_2023_proxy_statement_prospectus.pdf", "kind": "fund prospectus", "title": "Columbia Acorn USA and Columbia Acorn Fund proxy statement and prospectus, 2023", "publisher": "Columbia Threadneedle Investments US", "source_id": "source-08", "fetched_at": "2026-07-13T05:09:57.749582+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/929521/000119312522036117/d289092d497.htm", "kind": "regulatory filing", "title": "Wanger Advisors Trust prospectus supplement, February 11, 2022", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-09", "fetched_at": "2026-07-13T05:09:57.749616+00:00", "word_count": 0}, {"url": "https://www.morningstar.com/funds/management-shakeup-columbia-acorn-funds", "kind": "fund analysis", "title": "Management Shakeup at Columbia Acorn Funds", "publisher": "Morningstar", "source_id": "source-10", "fetched_at": "2026-07-13T05:09:57.749642+00:00", "word_count": 0}, {"url": "https://www.thestreet.com/investing/funds/mutual-funds/liberty-financial-sets-deal-to-buy-acorn-funds-parent-958095", "kind": "financial news", "title": "Liberty Financial Sets Deal to Buy Acorn Funds' Parent", "publisher": "TheStreet", "source_id": "source-11", "fetched_at": "2026-07-13T05:09:57.749667+00:00", "word_count": 0}, {"url": "https://www.forbes.com/forbes/2004/1115/104.html", "kind": "financial commentary", "title": "Sellout", "publisher": "Forbes", "source_id": "source-12", "fetched_at": "2026-07-13T05:09:57.749677+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "linda-raschke-short-term-swing-trading-market-wizard-profile", "title": "Linda Raschke Turned Short-Term Trading Into a Discipline of Price, Process, and Survival", "dek": "Linda Bradford Raschke built a four-decade trading career by treating price action as evidence, execution as craft, and risk control as the only durable foundation for short-term speculation.", "summary": "This profile examines Linda Bradford Raschke's evolution from options floor trader to CTA, hedge fund manager, author, and influential teacher of short-term trading. It focuses on her price-based philosophy, her blend of discretionary judgment and statistical preparation, the public record around her funds and career, the limits of pattern trading, and why her work still matters in electronic markets.", "published_at": "2026-07-12T07:41:47.929966+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Linda Bradford Raschke", "short_name": "Linda Raschke", "category": "Trader", "known_for": "New Market Wizards interview subject, professional futures and options trader, hedge fund manager, co-author of Street Smarts, and influential teacher of short-term trading setups, market structure, and disciplined risk.", "strategy": "Short-term swing trading"}, "tags": ["Linda Raschke", "Market Wizards", "Short-Term Trading", "Swing Trading", "Technical Analysis", "Futures Trading", "CTA", "Street Smarts", "Trading Profiles", "Risk Management"], "feature_image": "https://sharemaestro.com/blog/images/linda-raschke-short-term-swing-trading-market-wizard-profile/", "url": "https://sharemaestro.com/blog/linda-raschke-short-term-swing-trading-market-wizard-profile/", "api_url": "https://sharemaestro.com/blog/api/linda-raschke-short-term-swing-trading-market-wizard-profile/", "pdf_url": "https://sharemaestro.com/blog/linda-raschke-short-term-swing-trading-market-wizard-profile/download.pdf", "sources": [{"url": "https://cmtassociation.org/presenter/linda-raschke/", "kind": "Professional biography", "title": "Linda Bradford Raschke", "publisher": "CMT Association", "source_id": "source-01", "fetched_at": "2026-07-12T05:03:18.485534+00:00", "word_count": 0}, {"url": "https://lindaraschke.net/", "kind": "Official website", "title": "Home - Linda Bradford Raschke", "publisher": "LBR Group", "source_id": "source-02", "fetched_at": "2026-07-12T05:03:18.485577+00:00", "word_count": 0}, {"url": "https://lindaraschke.net/wp-content/uploads/EBook_Updated.pdf", "kind": "Official PDF and biographical note", "title": "Time Tested Trading Rules and About Linda", "publisher": "Daughters Press / LindaRaschke.net", "source_id": "source-03", "fetched_at": "2026-07-12T05:03:18.485594+00:00", "word_count": 0}, {"url": "https://www.lindaraschke.net/wp-content/uploads/2013/11/rituals.pdf", "kind": "Interview", "title": "Linda Bradford Raschke: The Rituals of Trading", "publisher": "Active Trader Magazine", "source_id": "source-04", "fetched_at": "2026-07-12T05:03:18.485620+00:00", "word_count": 0}, {"url": "https://lindaraschke.net/wp-content/uploads/2026/03/raschke_pt2_0304.pdf", "kind": "Interview", "title": "Active Trader Interview with Linda Raschke, March 2004", "publisher": "Active Trader Magazine", "source_id": "source-05", "fetched_at": "2026-07-12T05:03:18.485632+00:00", "word_count": 0}, {"url": "https://lindaraschke.net/wp-content/uploads/2013/11/august1997.pdf", "kind": "Interview", "title": "Linda Bradford Raschke on Short Term Trading Strategies", "publisher": "AIQ Opening Bell Monthly", "source_id": "source-06", "fetched_at": "2026-07-12T05:03:18.485645+00:00", "word_count": 0}, {"url": "https://books.google.com/books/about/Street_Smarts.html?id=P8R2swEACAAJ", "kind": "Book record", "title": "Street Smarts: High Probability Short-term Trading Strategies", "publisher": "Google Books / M. Gordon Publishing Group", "source_id": "source-07", "fetched_at": "2026-07-12T05:03:18.485658+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/the-new-market-wizards-978-1-59280-337-8", "kind": "Publisher book page", "title": "The New Market Wizards: Conversations with America's Top Traders", "publisher": "John Wiley & Sons", "source_id": "source-08", "fetched_at": "2026-07-12T05:03:18.485670+00:00", "word_count": 0}, {"url": "https://www.oreilly.com/library/view/the-heretics-of/9781576603161/", "kind": "Book record", "title": "The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis", "publisher": "O'Reilly / Wiley", "source_id": "source-09", "fetched_at": "2026-07-12T05:03:18.485683+00:00", "word_count": 0}, {"url": "https://cmtassociation.org/video/are-the-streets-still-smart-evaluating-swing-trading-strategies-in-modern-markets/", "kind": "Research presentation summary", "title": "Are The Streets Still Smart? Evaluating Swing Trading Strategies in Modern Markets", "publisher": "CMT Association", "source_id": "source-10", "fetched_at": "2026-07-12T05:03:18.485696+00:00", "word_count": 0}, {"url": "https://books.google.com/books/about/Trading_Sardines.html?id=DV3MvgEACAAJ", "kind": "Book record", "title": "Trading Sardines: Lessons in the Markets from a Lifelong Trader", "publisher": "Google Books / Daughters Press", "source_id": "source-11", "fetched_at": "2026-07-12T05:03:18.485708+00:00", "word_count": 0}, {"url": "https://www.ntaa.or.jp/ntaw/02-cnt/uploads/2025/03/UpdateMarch25_IFTA_HP.pdf", "kind": "Professional association newsletter", "title": "IFTA Update 2025 Volume 32 Issue 1: Congratulations 2024 Lifetime Achievement Awardee Linda Bradford Raschke", "publisher": "International Federation of Technical Analysts", "source_id": "source-12", "fetched_at": "2026-07-12T05:03:18.485723+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "peter-cundill-global-deep-value-margin-of-safety-profile", "title": "Peter Cundill Took Graham's Margin of Safety Around the World", "dek": "The Canadian value investor built the Cundill Value Fund by buying what others abandoned, then proved that patience, accounting discipline, and a willingness to look abroad could turn deep value into a durable global craft.", "summary": "Peter Cundill made a Canadian mutual fund into one of the defining global deep-value records of the late twentieth century. His method was rooted in Benjamin Graham, but his advantage came from applying balance-sheet rigor to neglected markets, distressed situations, and unpopular securities across the world. His career also shows the costs of the method: long periods of discomfort, value traps, capacity problems, and the constant risk that cheap assets stay cheap for good reason.", "published_at": "2026-07-11T05:40:16.758670+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Francis Peter Cundill", "short_name": "Peter Cundill", "category": "Value investor", "known_for": "Founder of the Cundill Value Fund, Canadian global value investor, and Graham-style contrarian known for seeking deeply undervalued securities worldwide with a clear margin of safety.", "strategy": "Global deep value investing"}, "tags": ["Peter Cundill", "Value Investing", "Deep Value", "Cundill Value Fund", "Canadian Investors", "Benjamin Graham", "Contrarian Investing", "Fund Manager Profiles"], "feature_image": "https://sharemaestro.com/blog/images/peter-cundill-global-deep-value-margin-of-safety-profile/", "url": "https://sharemaestro.com/blog/peter-cundill-global-deep-value-margin-of-safety-profile/", "api_url": "https://sharemaestro.com/blog/api/peter-cundill-global-deep-value-margin-of-safety-profile/", "pdf_url": "https://sharemaestro.com/blog/peter-cundill-global-deep-value-margin-of-safety-profile/download.pdf", "sources": [{"url": "https://www.thepetercundillfoundation.com/peter-cundill.html", "kind": "Foundation biography", "title": "About Peter Cundill", "publisher": "The Peter Cundill Foundation", "source_id": "source-01", "fetched_at": "2026-07-11T05:03:58.604567+00:00", "word_count": 0}, {"url": "https://utpdistribution.com/9780773538634/theres-always-something-to-do/", "kind": "Publisher page", "title": "There's Always Something to Do", "publisher": "University of Toronto Press Distribution", "source_id": "source-02", "fetched_at": "2026-07-11T05:03:58.604604+00:00", "word_count": 0}, {"url": "https://api.pageplace.de/preview/DT0400.9780773581098_A23656995/preview-9780773581098_A23656995.pdf", "kind": "Book preview", "title": "There's Always Something to Do: The Peter Cundill Investment Approach, preview", "publisher": "McGill-Queen's University Press", "source_id": "source-03", "fetched_at": "2026-07-11T05:03:58.604629+00:00", "word_count": 0}, {"url": "https://books.google.com/books/about/Routines_and_Orgies.html?id=sPJsBgAAQBAJ", "kind": "Book reference", "title": "Routines and Orgies: The Life of Peter Cundill, Financial Genius, Philosopher, and Philanthropist", "publisher": "Google Books, McGill-Queen's University Press listing", "source_id": "source-04", "fetched_at": "2026-07-11T05:03:58.604653+00:00", "word_count": 0}, {"url": "https://perf.mackenzieinvestments.com/content/dam/mackenzie/en/2015/02/mm-cundill-value-mountain-chart-en.pdf", "kind": "Fund performance document", "title": "Mackenzie Cundill Value Fund Mountain Chart", "publisher": "Mackenzie Investments", 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Cundill to become chairman emeritus of Mackenzie Cundill", "publisher": "Investment Executive", "source_id": "source-08", "fetched_at": "2026-07-11T05:03:58.604734+00:00", "word_count": 0}, {"url": "https://www.mackenzieinvestments.com/en/investments/by-team/mackenzie-investment-teams/mackenzie-cundill-team", "kind": "Investment team profile", "title": "Mackenzie Cundill Team", "publisher": "Mackenzie Investments", "source_id": "source-09", "fetched_at": "2026-07-11T05:03:58.604752+00:00", "word_count": 0}, {"url": "https://www.reporter-archive.mcgill.ca/40/16/cundill/index.html", "kind": "University news article", "title": "History-making prize", "publisher": "McGill Reporter", "source_id": "source-10", "fetched_at": "2026-07-11T05:03:58.604769+00:00", "word_count": 0}, {"url": "https://www.ivey.uwo.ca/news/news-ivey/2016/3/richard-oldfield-get-used-to-the-suffering-of-value-investing/", "kind": "University article", "title": "Richard Oldfield: Get used to the suffering of value investing", "publisher": "Ivey Business School", "source_id": "source-11", "fetched_at": "2026-07-11T05:03:58.604788+00:00", "word_count": 0}, {"url": "https://www.spglobal.com/spdji/en/spiva/article/canada-persistence-scorecard/", "kind": "Research scorecard", "title": "Canada Persistence Scorecard: Year-End 2025", "publisher": "S&P Dow Jones Indices", "source_id": "source-12", "fetched_at": "2026-07-11T05:03:58.604806+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "harry-markowitz-modern-portfolio-theory-mean-variance-profile", "title": "Harry Markowitz Turned Diversification From Folk Wisdom Into Financial Architecture", "dek": "Harry Markowitz did not discover diversification; he gave it a calculus, a frontier, and a set of warnings that still discipline asset allocation.", "summary": "Harry Max Markowitz founded modern portfolio theory by arguing that investors should judge securities not in isolation but by how they combine inside a portfolio. His 1952 paper and 1959 book transformed diversification into a formal risk-return discipline, helped set the stage for CAPM and quantitative asset allocation, and left practitioners with both a powerful framework and a warning about false precision.", "published_at": "2026-07-10T06:34:46.193143+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Harry Max Markowitz", "short_name": "Harry Markowitz", "category": "Finance scholar", "known_for": "Nobel Prize-winning economist, author of Portfolio Selection and Portfolio Selection: Efficient Diversification, and founder of modern portfolio theory, mean-variance analysis, efficient diversification, and the risk/ret", "strategy": "Mean-variance portfolio diversification"}, "tags": ["Harry Markowitz", "modern portfolio theory", "mean-variance analysis", "efficient frontier", "portfolio construction", "asset allocation", "financial economics", "Nobel Prize", "risk management", "quantitative investing"], "feature_image": "https://sharemaestro.com/blog/images/harry-markowitz-modern-portfolio-theory-mean-variance-profile/", "url": "https://sharemaestro.com/blog/harry-markowitz-modern-portfolio-theory-mean-variance-profile/", "api_url": "https://sharemaestro.com/blog/api/harry-markowitz-modern-portfolio-theory-mean-variance-profile/", "pdf_url": "https://sharemaestro.com/blog/harry-markowitz-modern-portfolio-theory-mean-variance-profile/download.pdf", "sources": [{"url": "https://www.nobelprize.org/prizes/economic-sciences/1990/markowitz/biographical/", "kind": "Official biography", "title": "Harry M. 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Not financial, investment, trading, tax, or legal advice."}, {"slug": "richard-driehaus-growth-momentum-investing-profile", "title": "Richard Driehaus Bought Strength When Wall Street Still Worshiped Cheapness", "dek": "Richard Driehaus turned an uncomfortable idea into an institution: buy companies already moving higher, demand accelerating earnings, cut deteriorating positions quickly, and accept volatility as the price of catching exceptional growth.", "summary": "Richard H. Driehaus was one of the most influential institutional champions of growth-stock momentum investing. From modest Chicago roots and an early fascination with markets, he built Driehaus Capital Management into a growth boutique whose philosophy linked earnings acceleration, positive surprises, relative strength, and disciplined selling. His record earned him a place on Barron's mutual fund All-Century team, but his method also carried recognizable hazards: high valuations, liquidity risk, turnover, factor crashes, and the danger of confusing price action with durable business change. His continuing relevance lies in the tension he made explicit: the market often rewards strength before it looks reasonable, yet the same force can punish investors who mistake momentum for permanence.", "published_at": "2026-07-09T05:42:05.788633+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Richard Herman Driehaus", "short_name": "Richard Driehaus", "category": "Growth investor", "known_for": "Founder of Driehaus Capital Management, influential Chicago money manager, and widely cited pioneer of momentum investing who popularized buying stocks with strong earnings growth and rising price trends rather than low", "strategy": "Growth-stock momentum investing"}, "tags": ["Richard Driehaus", "Driehaus Capital Management", "growth investing", "momentum investing", "small cap stocks", "earnings growth", "investment profiles", "Chicago finance"], "feature_image": "https://sharemaestro.com/blog/images/richard-driehaus-growth-momentum-investing-profile/", "url": "https://sharemaestro.com/blog/richard-driehaus-growth-momentum-investing-profile/", "api_url": "https://sharemaestro.com/blog/api/richard-driehaus-growth-momentum-investing-profile/", "pdf_url": "https://sharemaestro.com/blog/richard-driehaus-growth-momentum-investing-profile/download.pdf", "sources": [{"url": "https://www.driehaus.com/about/richard-driehaus", "kind": "Official biography", "title": "Richard H. 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From a teenage data-entry job in Connecticut to Harvard, Victor Niederhoffer's trading shop, and the creation of Trout Trading, he built one of the most admired managed-futures records of the late twentieth century. His career shows both the power and the limits of quantitative trading: statistical discipline can smooth returns, but only while capacity, costs, model decay, liquidity, and operational risk remain under control.", "published_at": "2026-07-08T06:04:47.855436+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Monroe Trout Jr.", "short_name": "Monroe Trout", "category": "Quantitative trader", "known_for": "Founder of Trout Trading, New Market Wizards interview subject, and retired hedge fund manager known for systematic short-term futures trading, statistical edge testing, tight risk control, and unusually consistent early", "strategy": "Systematic short-term futures trading"}, "tags": ["Monroe Trout", "Market Wizards", "Quantitative trading", "Managed futures", "Commodity trading advisors", "Futures trading", "Systematic trading", "Hedge funds", "Risk management", "Trading history"], "feature_image": "https://sharemaestro.com/blog/images/monroe-trout-systematic-short-term-futures-trading-profile/", "url": "https://sharemaestro.com/blog/monroe-trout-systematic-short-term-futures-trading-profile/", "api_url": "https://sharemaestro.com/blog/api/monroe-trout-systematic-short-term-futures-trading-profile/", "pdf_url": "https://sharemaestro.com/blog/monroe-trout-systematic-short-term-futures-trading-profile/download.pdf", "sources": [{"url": "https://books.google.com/books/about/The_New_Market_Wizards.html?id=Cw4pMOGQgBEC", "kind": "Book and publisher listing", "title": "The New Market Wizards: Conversations with America's Top Traders", "publisher": "HarperCollins / Google Books", "source_id": "source-01", "fetched_at": "2026-07-08T05:04:31.435268+00:00", "word_count": 0}, {"url": "https://www.turtletrader.com/trader-trout/", "kind": "Biographical profile", "title": "Monroe Trout: New Market Wizards Trader, Harvard Thesis on Futures & the Niederhoffer Apprenticeship", "publisher": "TurtleTrader", "source_id": "source-02", "fetched_at": "2026-07-08T05:04:31.435295+00:00", "word_count": 0}, {"url": "https://www.globalcapital.com/article/28mssnrew086objprz7td/derivatives/thats-rich", "kind": "Financial press profile", "title": "That's RICH!", "publisher": "GlobalCapital", "source_id": "source-03", "fetched_at": "2026-07-08T05:04:31.435308+00:00", "word_count": 0}, {"url": "https://www.institutionalinvestor.com/article/2btgiub6qkt47olp4xxj4/home/manna-from-hedging", "kind": "Financial press article", "title": "Manna from hedging", "publisher": "Institutional Investor", "source_id": "source-04", "fetched_at": "2026-07-08T05:04:31.435320+00:00", "word_count": 0}, {"url": "https://www.globalcustodian.com/hedge-fund-icon-monroe-trout-plans-to-retire/", "kind": "Financial news article", "title": "Hedge Fund Icon Monroe Trout Plans to Retire", "publisher": "Global Custodian", "source_id": "source-05", "fetched_at": "2026-07-08T05:04:31.435333+00:00", "word_count": 0}, {"url": "https://www.risk.net/asset-management/hedge-funds/2245070/monroe-trout-passes-baton-tewksbury", "kind": "Financial news article", "title": "Monroe Trout passes baton to Tewksbury", "publisher": "Risk.net", "source_id": "source-06", "fetched_at": "2026-07-08T05:04:31.435345+00:00", "word_count": 0}, {"url": "https://newcanaanite.com/new-canaan-old-timers-association-spotlight-monroe-trout-31118", "kind": "Local sports biography", "title": "New Canaan Old Timers Association Spotlight: Monroe Trout", "publisher": "NewCanaanite.com", "source_id": "source-07", "fetched_at": "2026-07-08T05:04:31.435357+00:00", "word_count": 0}, {"url": "https://www.forbes.com/forbes/1998/0323/6106181a.html", "kind": "Magazine article", "title": "Seeing dollar signs?", "publisher": "Forbes", "source_id": "source-08", "fetched_at": "2026-07-08T05:04:31.435367+00:00", "word_count": 0}, {"url": "https://www.cmegroup.com/education/courses/managed-futures/what-are-managed-futures.hideSubnav.educationIframe.html?hideAddThisExt=y&hideFooter=y&hideHeader=y&hideRightRail=y", "kind": "Market education reference", "title": "What are Managed Futures?", "publisher": "CME Group", "source_id": "source-09", "fetched_at": "2026-07-08T05:04:31.435377+00:00", "word_count": 0}, {"url": "https://www.cmegroup.com/education/courses/managed-futures/comparing-cta-strategies", "kind": "Market education reference", "title": "Comparing CTA Strategies", "publisher": "CME Group", "source_id": "source-10", "fetched_at": "2026-07-08T05:04:31.435388+00:00", "word_count": 0}, {"url": "https://www.cftc.gov/LearnAndProtect/AdvisoriesAndArticles/seeing_commodity_pools_clearly.htm", "kind": "Regulatory investor guidance", "title": "Seeing Commodity Pools More Clearly", "publisher": "Commodity Futures Trading Commission", "source_id": "source-11", "fetched_at": "2026-07-08T05:04:31.435400+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/794775/000110262414000483/bridgetontactical10k.htm", "kind": "Regulatory filing", "title": "Bridgeton Tactical Advisors Fund 10-K filing", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-12", "fetched_at": "2026-07-08T05:04:31.435412+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "leon-cooperman-omega-advisors-value-catalyst-profile", "title": "Leon Cooperman Made Value Investing a Public Argument About Price, Patience, and Capitalism", "dek": "Leon Cooperman built Omega Advisors on fundamental stock picking, macro caution, and a blunt faith in capitalism, then carried the costs of concentrated judgment, regulatory controversy, and a public debate over wealth into his family office era.", "summary": "Leon G. Cooperman's career links old Wall Street research culture, the rise of stock-picking hedge funds, and the modern family office. After 25 years at Goldman Sachs, where he became a partner and led Goldman Sachs Asset Management, he founded Omega Advisors in 1991 and built a record centered on undervalued companies, catalysts, and a constant view of the market's overall valuation. His main fund's reported long-run performance was strong, but his legacy is not a simple triumphal arc. It includes the 2016 SEC insider trading and reporting case, the 2017 settlement without admission or denial of wrongdoing, the 2018 decision to return outside capital, and a later public role as a billionaire philanthropist defending capitalism while warning about debt, taxes, speculation, and inequality.", "published_at": "2026-07-07T07:18:47.811932+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Leon G. Cooperman", "short_name": "Leon Cooperman", "category": "Hedge fund manager", "known_for": "Founder of Omega Advisors, former Goldman Sachs partner and asset-management leader, and long-running value-oriented hedge fund investor known for fundamental research, concentrated positions, and public market views.", "strategy": "Catalyst-driven value investing"}, "tags": ["Leon Cooperman", "Omega Advisors", "value investing", "hedge funds", "Goldman Sachs", "family office", "catalyst investing", "Wall Street", "market legends", "philanthropy"], "feature_image": "https://sharemaestro.com/blog/images/leon-cooperman-omega-advisors-value-catalyst-profile/", "url": "https://sharemaestro.com/blog/leon-cooperman-omega-advisors-value-catalyst-profile/", "api_url": "https://sharemaestro.com/blog/api/leon-cooperman-omega-advisors-value-catalyst-profile/", "pdf_url": "https://sharemaestro.com/blog/leon-cooperman-omega-advisors-value-catalyst-profile/download.pdf", "sources": [{"url": "https://business.columbia.edu/columbia-business-school-board/people/leon-g-cooperman-67", "kind": "Official biography", "title": "Leon G. Cooperman '67", "publisher": "Columbia Business School", "source_id": "source-01", "fetched_at": "2026-07-07T05:05:43.345814+00:00", "word_count": 0}, {"url": "https://www.forbes.com/sites/hanktucker/2023/01/13/billionaire-leon-cooperman-shares-value-investing-wisdom-and-2023-stock-picks/", "kind": "Financial media interview and profile", "title": "Billionaire Leon Cooperman Shares Value Investing Wisdom And 2023 Stock Picks", "publisher": "Forbes", "source_id": "source-02", "fetched_at": "2026-07-07T05:05:43.345854+00:00", "word_count": 0}, {"url": "https://www.forbes.com/sites/antoinegara/2018/07/23/know-when-to-fold-em-billionaire-leon-cooperman-to-close-hedge-fund-after-big-comeback/", "kind": "Financial news profile", "title": "Know When To Fold 'Em: Billionaire Leon Cooperman To Close Hedge Fund After Big Comeback", "publisher": "Forbes", "source_id": "source-03", "fetched_at": "2026-07-07T05:05:43.345881+00:00", "word_count": 0}, {"url": "https://reports.adviserinfo.sec.gov/reports/ADV/106867/PDF/106867.pdf", "kind": "Regulatory filing", "title": "Omega Advisors, Inc. Form ADV Annual Amendment, March 29, 2018", "publisher": "SEC Investment Adviser Public Disclosure", "source_id": "source-04", "fetched_at": "2026-07-07T05:05:43.345905+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/898382/000094562126000719/0000945621-26-000719-index.html", "kind": "Regulatory filing", "title": "Leon G. Cooperman Form 13F-HR for quarter ended March 31, 2026", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-05", "fetched_at": "2026-07-07T05:05:43.345929+00:00", "word_count": 0}, {"url": "https://www.sec.gov/newsroom/press-releases/2016-189", "kind": "Regulatory press release", "title": "SEC Charges Hedge Fund Manager Leon Cooperman With Insider Trading", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-06", "fetched_at": "2026-07-07T05:05:43.345952+00:00", "word_count": 0}, {"url": "https://www.sec.gov/newsroom/speeches-statements/statement-leon-cooperman-settling-insider-trading-charges", "kind": "Regulatory statement", "title": "Statement on Leon Cooperman Settling Insider Trading Charges", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-07", "fetched_at": "2026-07-07T05:05:43.345974+00:00", "word_count": 0}, {"url": "https://www.csis.org/analysis/leon-cooperman-capitalism-will-be-changed-forever", "kind": "Interview transcript", "title": "Leon Cooperman: Capitalism Will Be Changed Forever", "publisher": "Center for Strategic and International Studies", "source_id": "source-08", "fetched_at": "2026-07-07T05:05:43.345996+00:00", "word_count": 0}, {"url": "https://www.givingpledge.org/pledger/lee-and-toby-cooperman/", "kind": "Pledge letter and philanthropy profile", "title": "Lee and Toby Cooperman", "publisher": "The Giving Pledge", "source_id": "source-09", "fetched_at": "2026-07-07T05:05:43.346016+00:00", "word_count": 0}, {"url": "https://img2.washingtonpost.com/nation/2022/01/30/moral-calculations-billionaire/", "kind": "Long-form profile", "title": "The moral calculations of a billionaire", "publisher": "The Washington Post", "source_id": "source-10", "fetched_at": "2026-07-07T05:05:43.346036+00:00", "word_count": 0}, {"url": "https://www.institutionalinvestor.com/article/2bstymneqeory132lxtds/corner-office/hedge-fund-manager-leon-cooperman-delivers-alpha", "kind": "Financial magazine profile", "title": "Hedge Fund Manager Leon Cooperman Delivers Alpha", "publisher": "Institutional Investor", "source_id": "source-11", "fetched_at": "2026-07-07T05:05:43.346056+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "marty-whitman-safe-cheap-third-avenue-value-profile", "title": "Marty Whitman Built Deep Value on the Balance Sheet, Then Proved How Hard Safe and Cheap Can Be", "dek": "Martin J. Whitman made a career out of buying strong companies and distressed securities at discounts to asset value, building Third Avenue around a doctrine that was rigorous, contrarian, and never as easy as it sounded.", "summary": "This Sharemaestro profile examines Martin J. Whitman's career as founder of Third Avenue Management and longtime manager of Third Avenue Value Fund. It traces the origins of his safe-and-cheap philosophy, his focus on balance sheets and net asset value, his critique of earnings-centered analysis, his record as a deep-value and distressed-debt investor, and the limits exposed by concentration, long droughts, and later liquidity stress at Third Avenue.", "published_at": "2026-07-06T06:19:47.199792+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Martin J. Whitman", "short_name": "Marty Whitman", "category": "Value investor", "known_for": "Founder of Third Avenue Management, longtime manager of Third Avenue Value Fund, author of The Aggressive Conservative Investor and Distress Investing, and a deep-value specialist known for balance-sheet analysis", "strategy": "Safe-and-cheap deep value investing"}, "tags": ["Martin J. Whitman", "Marty Whitman", "Third Avenue Value Fund", "Third Avenue Management", "Value investing", "Deep value", "Distressed debt", "Safe and cheap", "Mutual fund managers", "Balance sheet investing"], "feature_image": "https://sharemaestro.com/blog/images/marty-whitman-safe-cheap-third-avenue-value-profile/", "url": "https://sharemaestro.com/blog/marty-whitman-safe-cheap-third-avenue-value-profile/", "api_url": "https://sharemaestro.com/blog/api/marty-whitman-safe-cheap-third-avenue-value-profile/", "pdf_url": "https://sharemaestro.com/blog/marty-whitman-safe-cheap-third-avenue-value-profile/download.pdf", "sources": [{"url": "https://www.thirdave.com/our-history", "kind": "Official history", "title": "Third Avenue Management - Our History", "publisher": "Third Avenue Management", "source_id": "source-01", "fetched_at": "2026-07-06T05:03:57.463742+00:00", "word_count": 0}, {"url": "https://www.thirdave.com/shareholder-letters", "kind": "Official letters and philosophy page", "title": "Third Avenue Management - Shareholder Letters and Investment Principles", "publisher": "Third Avenue Management", "source_id": "source-02", "fetched_at": "2026-07-06T05:03:57.463766+00:00", "word_count": 0}, {"url": "https://www.thirdave.com/pricing", "kind": "Official performance data", "title": "Third Avenue Management - Performance", "publisher": "Third Avenue Management", "source_id": "source-03", "fetched_at": "2026-07-06T05:03:57.463780+00:00", "word_count": 0}, {"url": "https://www.sec.gov/Archives/edgar/data/1031661/000093041313000036/c71738_ncsr.htm", "kind": "Regulatory filing", "title": "Third Avenue Trust Annual Report, October 31, 2012", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-04", "fetched_at": "2026-07-06T05:03:57.463793+00:00", "word_count": 0}, {"url": "https://www.sec.gov/files/rules/other/265-23/mjwhitman100705.pdf", "kind": "Regulatory comment letter", "title": "Martin J. Whitman and Martin Shubik Letter to the SEC on File 265-23", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-05", "fetched_at": "2026-07-06T05:03:57.463806+00:00", "word_count": 0}, {"url": "https://www.prnewswire.com/news-releases/third-avenue-value-fund-celebrates-20th-anniversary---top-ranked-fund-in-its-category-106538068.html", "kind": "Company release", "title": "Third Avenue Value Fund Celebrates 20th Anniversary - Top Ranked Fund in its Category", "publisher": "Third Avenue Management via PR Newswire", "source_id": "source-06", "fetched_at": "2026-07-06T05:03:57.463820+00:00", "word_count": 0}, {"url": "https://www.washingtonpost.com/archive/business/2004/05/02/valuing-safety-and-assets/b71d346c-c984-4dba-b3ff-f1d1bb12e063/", "kind": "Financial profile", "title": "Valuing Safety and Assets", "publisher": "The Washington Post", "source_id": "source-07", "fetched_at": "2026-07-06T05:03:57.463831+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/the-aggressive-conservative-investor-978-0-471-76805-0", "kind": "Publisher book page", "title": "The Aggressive Conservative Investor", "publisher": "Wiley", "source_id": "source-08", "fetched_at": "2026-07-06T05:03:57.463842+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/distress-investing-978-0-470-11767-5", "kind": "Publisher book page", "title": "Distress Investing: Principles and Technique", "publisher": "Wiley", "source_id": "source-09", "fetched_at": "2026-07-06T05:03:57.463853+00:00", "word_count": 0}, {"url": "https://whitman.syracuse.edu/about/newsroom/whitman-news/news-detail/2024/11/25/as-whitman-celebrates-20-years--continuous-improvement-remains-at-the-center-of-school-s-evolution-and-upward-trajector", "kind": "University biography and institutional06", "title": "As Whitman Celebrates 20 Years, Continuous Improvement Remains at the Center of School's Evolution and Upward Trajectory", "publisher": "Syracuse University Whitman School of Management", "source_id": "source-10", "fetched_at": "2026-07-06T05:03:57.463868+00:00", "word_count": 0}, {"url": "https://www.wealthmanagement.com/ria-news/martin-whitman-founder-of-third-avenue-management-dies-at-93", "kind": "Obituary and industry coverage", "title": "Martin Whitman, Founder of Third Avenue Management, Dies at 93", "publisher": "Reuters via WealthManagement.com", "source_id": "source-11", "fetched_at": "2026-07-06T05:03:57.463880+00:00", "word_count": 0}, {"url": "https://www.sec.gov/file/33-10233", "kind": "Regulatory rulemaking", "title": "Investment Company Liquidity Risk Management Programs", "publisher": "U.S. Securities and Exchange Commission", "source_id": "source-12", "fetched_at": "2026-07-06T05:03:57.463892+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}, {"slug": "nassim-taleb-tail-risk-barbell-antifragility-profile", "title": "Nassim Taleb Made Tail Risk a Moral Argument About Survival, Fragility, and the Cost of Certainty", "dek": "The former derivatives trader turned risk theorist built a career around one stubborn idea: the rare event is not an exception to market life, but one of its organizing forces.", "summary": "Nassim Nicholas Taleb is best known for The Black Swan, but his influence reaches beyond a phrase that entered market language. His work links options trading, fat-tailed probability, barbell risk taking, antifragility, and a fierce critique of institutions that harvest gains while exporting losses. This profile examines his trading roots, intellectual system, influence on tail-risk investing, criticisms, and continuing relevance.", "published_at": "2026-07-05T08:10:38.767157+00:00", "byline": "Sharemaestro Editorial Desk", "subject": {"name": "Nassim Nicholas Taleb", "short_name": "Nassim Taleb", "category": "Risk theorist", "known_for": "Former derivatives trader, author of Fooled by Randomness, The Black Swan, and Antifragile, and influential thinker on uncertainty, tail risk, optionality, fragility, and rare-event-driven market outcomes.", "strategy": "Barbell tail-risk investing"}, "tags": ["Nassim Taleb", "Black Swan", "Tail risk", "Barbell investing", "Antifragility", "Options trading", "Universa Investments", "Risk management", "Skin in the game", "Market legends"], "feature_image": "https://sharemaestro.com/blog/images/nassim-taleb-tail-risk-barbell-antifragility-profile/", "url": "https://sharemaestro.com/blog/nassim-taleb-tail-risk-barbell-antifragility-profile/", "api_url": "https://sharemaestro.com/blog/api/nassim-taleb-tail-risk-barbell-antifragility-profile/", "pdf_url": "https://sharemaestro.com/blog/nassim-taleb-tail-risk-barbell-antifragility-profile/download.pdf", "sources": [{"url": "https://engineering.nyu.edu/faculty/nassim-nicholas-taleb", "kind": "Official biography", "title": "Nassim Nicholas Taleb faculty profile", "publisher": "NYU Tandon School of Engineering", "source_id": "source-01", "fetched_at": "2026-07-05T05:04:19.981550+00:00", "word_count": 0}, {"url": "https://www.fooledbyrandomness.com/CV.htm", "kind": "Official biography and bibliography", "title": "Official Research Biography of Nassim Nicholas Taleb", "publisher": "Fooled by Randomness", "source_id": "source-02", "fetched_at": "2026-07-05T05:04:19.981585+00:00", "word_count": 0}, {"url": "https://www.wiley-vch.de/en/areas-interest/finance-economics-law/dynamic-hedging-978-0-471-15280-4", "kind": "Publisher page", "title": "Dynamic Hedging: Managing Vanilla and Exotic Options", "publisher": "Wiley-VCH", "source_id": "source-03", "fetched_at": "2026-07-05T05:04:19.981603+00:00", "word_count": 0}, {"url": "https://www.newyorker.com/magazine/2002/04/22/blowing-up", "kind": "Magazine profile", "title": "Blowing Up", "publisher": "The New Yorker", "source_id": "source-04", "fetched_at": "2026-07-05T05:04:19.981617+00:00", "word_count": 0}, {"url": "https://www.penguinrandomhouse.com/books/176225/fooled-by-randomness-by-nassim-nicholas-taleb/", "kind": "Publisher page", "title": "Fooled by Randomness by Nassim Nicholas Taleb", "publisher": "Penguin Random House", "source_id": "source-05", "fetched_at": "2026-07-05T05:04:19.981633+00:00", "word_count": 0}, {"url": "https://www.penguinrandomhouse.com/books/176227/antifragile-by-nassim-nicholas-taleb/", "kind": "Publisher page", "title": "Antifragile by Nassim Nicholas Taleb", "publisher": "Penguin Random House", "source_id": "source-06", "fetched_at": "2026-07-05T05:04:19.981648+00:00", "word_count": 0}, {"url": "https://www.penguinrandomhouse.com/books/537828/skin-in-the-game-by-nassim-nicholas-taleb/", "kind": "Publisher page", "title": "Skin in the Game by Nassim Nicholas Taleb", "publisher": "Penguin Random House", "source_id": "source-07", "fetched_at": "2026-07-05T05:04:19.981663+00:00", "word_count": 0}, {"url": "https://www.sciencedirect.com/science/article/abs/pii/S016920700900096X", "kind": "Academic article", "title": "Errors, Robustness, and the Fourth Quadrant", "publisher": "International Journal of Forecasting via ScienceDirect", "source_id": "source-08", "fetched_at": "2026-07-05T05:04:19.981678+00:00", "word_count": 0}, {"url": "https://www.edge.org/3rd_culture/taleb09/taleb09_index.html", "kind": "Essay", "title": "Ten Principles for a Black Swan-Robust World", "publisher": "Edge Foundation", "source_id": "source-09", "fetched_at": "2026-07-05T05:04:19.981692+00:00", "word_count": 0}, {"url": "https://necsi.edu/systemic-risk-of-pandemic-via-novel-pathogens-coronavirus-a-note", "kind": "Research note", "title": "Systemic Risk of Pandemic via Novel Pathogens - Coronavirus: A Note", "publisher": "New England Complex Systems Institute", "source_id": "source-10", "fetched_at": "2026-07-05T05:04:19.981708+00:00", "word_count": 0}, {"url": "https://inv.institutionalinvestor.com/article/2bsx81qp5g2t3adglle68/portfolio/nassim-taleb-and-universa-versus-the-world", "kind": "Financial journalism", "title": "Nassim Taleb and Universa Versus the World", "publisher": "Institutional Investor", "source_id": "source-11", "fetched_at": "2026-07-05T05:04:19.981722+00:00", "word_count": 0}, {"url": "https://ftp.math.utah.edu/pub/tex/bib/toc/amstat2000.html", "kind": "Journal contents and criticism record", "title": "The American Statistician, Volume 61, Number 3, August 2007 contents", "publisher": "The American Statistician bibliographic index via University of Utah", "source_id": "source-12", "fetched_at": "2026-07-05T05:04:19.981741+00:00", "word_count": 0}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}], "disclaimer": "Educational financial journalism only. Not financial, investment, trading, tax, or legal advice."}