Rethinking Elements of Portfolio Management

Bill Hortz's picture

[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.

The Anatomy of an Innovation Investing Mindset

Bill Hortz's picture

[Investing in growth is a fascinating business, especially when focused on the realm of business innovation – new trail-blazing products, new redefining industry services, new next-generation business models, and new democratizing platforms.

Microcap Value Creation Through Constructive Activism

Bill Hortz's picture

[Most Graham and Dodd value investors tend to search for potential catalysts in depressed stocks that the rest of the market may not be focused on and hope that a catalyst will be recognized, triggered, and come to fruition to propel the compa


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