Keeping Up with Innovation

The pace of innovation is accelerating and equity investors are increasingly at risk of getting left behind. We think that moving away from the benchmark can help portfolios keep up with rapid change across many industries.

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Using Genomics to Find Olympic and Investment Gold

Dan Roarty (pictured) and Edward Bryan As the Olympic Games in Sochi draw to a close, a new era for international sports may be beginning. Uzbekistan last month revealed a program to test children’s genes to predict their athletic potential. With genomics becoming more mainstream, we believe investors should take a long-term view and look [...]

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In Memory of Remington Rand: Why Tech Is Entering a New Era

Who remembers Remington Rand? Very few of the people reading this post, I’ll bet. Yet in 1952, Remington Rand was the biggest computer company in the US. It disappeared as part of the process of creative destruction which is the hallmark of the technology industry—and it’s happening again today.

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