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 Power of Platforms and Networks

Bill Hortz's picture

[In a business environment with accelerating rates of change, the power to compete and win is shifting radically from corporations to ecosystems, from leveraging internal assets to accessing external networks, from a traditional operating focus on

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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