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Why we bought CBS Outdoor Americas
The Ironwood SMID Cap Value portfolio declined 6.89% in September. Stocks in the utilities and financial services sectors were among the biggest contributors to the performance, while energy and...
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Staying centered in the market storm
The stock market is just that, a market. The dynamics are no different from a buzzing street bazaar, with buyer and seller enthusiasm ebbing and flowing with the emotions of the day. Our focus is on...
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Why you should beware of glam stocks
Investors are getting overly exuberant about Internet plays The valuations of Amazon (AMZN), Facebook (FB) and Alibaba (BABA) are sky high. Amazon trades at 178x its projected 2016 earnings, according...
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Introducing the Event-Driven SMID Cap Value Portfolio
Inscribed in bronze on the Statue of Liberty is an inspiration for value investors: “Give me your tired, your poor, Your huddled masses yearning to breathe free, The wretched refuse of your teeming...
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Forget market gyrations. Stay focused on value
This being the Year of the Goat in the Chinese zodiac, 2015’s personality is supposed to be calm, gentle and mild-mannered. While the stock market’s mellow returns through mid-year have followed this...
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