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White Paper

Building a Better Deep Value Portfolio: Difficulties Mastered are Opportunities Won

March 24, 2017 - David Kupersmith Adrienne Ross Ashwin Thapar

Opportunistic contrarian investing is appealing to many investors, but challenging to implement. We think deep value is best approached by pairing discretionary expertise with a quantitative framework.

White Paper

Building a Better Global Macro Portfolio

March 1, 2014 - Jordan Brooks April Frieda David Kupersmith Lars N. Nielsen