We’ve terminated our commentary service but have left up the 2006 Archive for your reading pleasure. Surz Commentaries were designed to improve market intelligence so better decisions can be made going forward. We identify the segments of the stock market that have behaved well and poorly with several objectives in mind:
Identify trends in investor preferences Establish a framework for evaluating investment manager performance Put investment performance into perspective
IMCA Monitor (November/December 2005):
Ron Surz received the Kessler Award for his Perspectives on 2004 and Beyond. In this article, Mr. Surz discussed near- and long-term perspectives about capital market behavior. In his trademark style, he address two primary motivations: the need of investors to know trends so they can decide whether these trends will continue or reverse; and the effects of style, the most important determinant of performance after general market effects.
Check out Ron's perspective on the capital markets by reading his articles in the Archive.
Identify trends in investor preferences
