Drew's Views

Insights from the CIO of Albert Bridge Capital

Behavioural Finance

Heads I Win

A few months back I had a big battle with one of my oldest, most intelligent friends.
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Bubblicious?

COVID-19 and related counteractive policies have had an extremely negative impact on domestic and global economies. Whether or not you believe that the policies weren’t strong enough, or if they were overzealous, we are where we are.
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Finance

Behavioural Finance is Finance

Last week, Barry Ritholtz had a fun interview with Eugene Fama.
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Finance

Known Unknowns and Share Prices

In February of 2002, Donald Rumsfeld famously introduced known knowns, known unknowns, and unknown unknowns into the lexicon.
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Debiasing and Alpha

We manage a concentrated portfolio of investment ideas.
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The Grandfather of Behavioural Investing

Benjamin Graham is considered by many as a founding father of value investing.
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Hunting for Alpha

But Can a Stock-Picker Really Generate Alpha, and is it Luck or Skill When it Happens?
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Career Risk, Alpha, and Contrarian Investing

At our firm, one of our main goals is, very simply, to generate excess returns from equity investing without taking commensurate risks.
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Fooled by Non-Randomness

Students of decision-making and bias will all have seen the work by Cornell psychologist Tom Gilovich,
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Half Hearted Is Half Minded

After discovering the next great investment idea, why is it so easy to start with a half-sized position, watch it a bit, and then go full-sized later?
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