Is the very logic used to argue in favour of passive investing, starting to work against it?
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Dr David Allen explains his red flag system for identifying shorts and some of the companies it has thrown up.
Dr David Allen discusses his approach to delivering high alpha without high concentration.
Australian companies are overrepresented when it comes to this Red Flag
Most companies have zero or one Red Flags. Austal Ltd has nine.
The Credit Suisse and SVB red flags identified by Plato.
Dr David Allen: How Big Data and AI are transforming funds management
In this insight we look at the benefits and risks of shorting.
Dr David Allen unpacks the theory that managers must have concentrated portfolios to perform.
Dr David Allen applies Plato’s Red Flags methodology to break down the collapse of FTX.
