Investment Theory
August 7, 2023 — We've all heard the mantra "Cut your losses early; let your profits run"...but does it really make sense?
Elm News
August 1, 2023 — By Victor Haghani and James White Thank you to all our Elm investors who joined us for our mid-year call. If you'd like to watch or listen to the full recordings, you can find them here: Elm Investor Calls James White: So, we wanted to start with a quick review of the first half of the year. This is the asset allocation of the first half of the year, where the blue colors are fixed
Elm News
June 21, 2023 — Read, listen or watch one of the best podcasts we've found for long-term investors: the Rational Reminder with guest John Y. Campbell.
Elm News
March 30, 2023 — Victor was recently a guest on Larry Bernstein's What Happens Next in 6 Minutes podcast along with their friend and colleague, Myron Scholes.
Investment Theory
November 28, 2022 — There's been excellent coverage of the public drama surrounding Sam Bankman-Fried, but an important piece of the puzzle has remained under the radar.
Elm Original Research
Victor Haghani & James White — 2018
Elm Original Research
Victor Haghani & Richard Dewey — 2016
Elm Original Research
Victor Haghani & Samantha McBride — 2016
Clifford Asness, Antti Ilmanen & Thomas Maloney — 2015
Subscribe to our mailing list and get notified about new Elm news and research.