Elm News
February 16, 2024 — By Victor Haghani and James White [note]This not is not an offer or solicitation to invest, nor should this be construed in any way as tax advice. Past returns are not indicative of future performance.[/note] There are a number of ways an investment can go south, but getting the size of a trade wrong can convert even a good trade into a bad bet. That's the subject of our new article, "The Big Investment Mistake,"
Elm News
August 1, 2023 — By Victor Haghani and James White Thank you to all our Elm investors who joined us for our mid-year call. If you'd like to watch or listen to the full recordings, you can find them here: Elm Investor Calls James White: So, we wanted to start with a quick review of the first half of the year. This is the asset allocation of the first half of the year, where the blue colors are fixed
Elm News
June 21, 2023 — Read, listen or watch one of the best podcasts we've found for long-term investors: the Rational Reminder with guest John Y. Campbell.
Elm News
March 30, 2023 — Victor was recently a guest on Larry Bernstein's What Happens Next in 6 Minutes podcast along with their friend and colleague, Myron Scholes.
Elm News
July 25, 2022 — Thank you to all our Elm investors who joined us for our mid-year call!
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January 2024
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CFA Society San Francisco
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The Capital Spectator
November 2023
Bogleheads On Investing
November 2023
Money Life with Chuck Jaffe
October 2023
Barbara Friedberg
September 2023
Bloomberg
September 2023
Rational Reminder
January 2023
What Happens Next in Six Minutes
January 2023
Portfolio Management Research
May 2021
Trillions, Bloomberg Podcasts
March 2021
The Journal of Portfolio Management
January 2020
The Journal of Portfolio Management
November 2017
The Wall Street Journal
December 2016
Odd Lots, Bloomberg Podcasts
January 2024
Pittsburgh Post-Gazette
December 2023
The Capital Spectator
March 2021
The Journal of Portfolio Management
January 2020
The Journal of Portfolio Management
November 2017
The Wall Street Journal
March 2021
The Journal of Portfolio Management
November 2017
The Wall Street Journal
December 2023
The Capital Spectator
May 2021
Trillions, Bloomberg Podcasts
November 2017
The Wall Street Journal
April 2024
The Outthinking Investor
November 2023
Bogleheads On Investing
November 2023
Money Life with Chuck Jaffe
September 2023
Rational Reminder
January 2023
What Happens Next in Six Minutes
January 2023
Portfolio Management Research
May 2021
Trillions, Bloomberg Podcasts
November 2017
The Wall Street Journal
December 2016
Odd Lots, Bloomberg Podcasts
December 2023
CFA Society San Francisco
October 2023
Barbara Friedberg
September 2023
Bloomberg
January 2023
Portfolio Management Research
November 2017
The Wall Street Journal
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