long-term investing

Equities

Fund managers lack business skills

PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.

Amanda WhiteMarch 19, 2018

Opinion

CFA Institute defends curriculum

In a recent article for top1000funds.com, Keith Ambachtsheer called the CFA Institute’s curriculum outdated and short on future focus. The institute argues that he should look again.

Stephen Horan and Barbara PetittJanuary 30, 2018

Opinion

Top of mind for 2018

Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.

Marisa HallJanuary 17, 2018

Research

A guide to long-term mandates

Focusing Capital on the Long Term has published a paper with 10 things asset owners and managers can do to negotiate deals that align their incentives – and thinking – with longer time horizons.

Amanda WhiteDecember 5, 2017

Opinion

The long-horizon advantage defined

A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.

Liang YinSeptember 15, 2017

Opinion

Telling a long-term value story

CEO-Investor Forums are bringing together chief executives and shareholders focused on the long term. Five simple strategies can help CEOs share their story at these events.

Brian Tomlinson and Mark Tulay and Tim YoumansSeptember 12, 2017