How to Measure Your Success as an Investor

Posted by Jason Apollo Voss on May 26, 2014 in Best of the Blog, Blog | 0 comments Since I work for CFA Institute, you probably wouldn’t be surprised if I said the best way to measure success is to follow the Global Investment Performance Standards (GIPS). After all, many professionals think GIPS is the global gold standard. Now here’s something that may surprise you: CFA Institute’s standards are a subset of a much better, more comprehensive, way of measuring your...
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Skills That Separate You as an Investment Manager: Creativity

Posted by Jason Apollo Voss on May 13, 2014 in Best of the Blog, Blog, Skills That Separate You as an Investment Manager | 0 comments Having hired research analyst interns, research analysts, a portfolio manager, and even my own successor when I retired from investment management in 2005, I have gained a fair amount of knowledge about which skills separate you as an investment manager. As such I’ve been writing a series on the skills — aside from the obvious (e.g., a love of economics, drive, confidence, etc.) — that...
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Skills That Separate You as an Investment Manager: Introspection

Posted by Jason Apollo Voss on Apr 8, 2014 in Best of the Blog, Blog, Skills That Separate You as an Investment Manager | 0 comments While I have written advice on how to become a research analyst before, I have not talked about the skills that truly separate you from the crowd once you have your coveted research analyst position. Having hired research analyst interns, research analysts, a portfolio manager, and even my own successor when I retired from investment management in 2005, I have gained a fair amount of knowledge...
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Top Anecdotal Signs of a Market Bubble

Posted by Jason Apollo Voss on Feb 10, 2014 in Best of the Blog, Blog | 0 comments At the risk of further inflating the bubble in discussion about whether or not global equity markets are in a bubble, I think it is worth discussing the topic from a qualitative point of view. Most of the talk of bubbles is data-driven analysis focusing on things like multiples, profit margins, revenue growth, historic equity market tops, equity risk premiums, and so forth. But having worked as...
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The Decline in Stock Listings Is Worse than You Think

Posted by Jason Apollo Voss on Sep 30, 2013 in Best of the Blog, Blog | 0 comments The decline in stock listings in the United States has been well documented by industry professionals and the media alike. Based on my own calculations, though, commentators seem to be missing a larger and potentially more alarming story: Equity listings worldwide, not just in the United States, have dropped precipitously. The data thus fly in the face of a bedrock belief about capitalism and...
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Advice on How to Become a Research Analyst

Posted by Jason Apollo Voss on Sep 12, 2013 in Best of the Blog, Blog | 0 comments Note: This post has been amended (see the end) to include information requested by an overwhelming number of the readers. Thanks for your interest! I am frequently asked, “What can I do to improve my chances of getting hired as a research analyst?” Beyond the obvious — become a CFA charterholder — there are a number of other steps that aspiring analysts may take. Making the...
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