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White Paper

Building a Better Commodities Portfolio

Interest in commodities is rising again, thanks to their tendency to be particularly strong diversifiers during periods of rising or volatile inflation. We review what a “best-in-class” commodity portfolio looks like by exploring three potential enhancements to a passive approach to the asset class.

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Looking Forward With Historical Carbon Data

Increasingly many allocators are interested in computing their portfolio’s carbon footprint. We show that historical emissions data are useful despite a substantial 1-2 years’ lag typically to when investment portfolios are built.

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When Stock-Bond Diversification Fails

The events of 2020 to 2021 have increased uncertainty around the future path of inflation. We review how different inflationary outcomes can impact investor portfolios and evaluate what assets and strategies may enhance portfolio resilience to inflation.

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More Superstar Investors: Francisco Garcia Parames

We examine the track record of Spanish investor Francisco Garcia Parames, leading Portfolio Manager of Bestinver Asset Management, and find that a large part of his success is attributable to patient exposure to well-rewarded factor premia.

White Paper

More Superstar Investors: Spain’s Value Investors

We expand on past research that examined the track record of Spanish investor Francisco Garcia Paramés, which found a large part of his long-term success was attributable to exposure to factor premia. In this article, we study his more recent track record since 2016, and also study the work of other well-known value investors in Spain.