Outsourcing Middle-Office Services and Technology

Bill Hortz's picture

[The explosion of technology advancements in the RIA and Asset Management middle office space are grabbing the attention of firms who are looking to differentiate their services and position themselves to meet the growing hyper-competition of

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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