Dr. George Athanassakos explains why he is a firm believer in stock picking and discusses his belief that portfolio managers often perform poorly at stock-picking not because they lack the abilities but because institutional factors force them to overdiversify in his latest article, titled “Why stock picking really does work“, published in the Globe and Mail…
On January 25 2025, the Winnipeg Free Press published “Thrifting for investors: Deep value approach once helped shape industry but it’s likely unsuitable for most long-term stocks hunters today” by Joel Schlesinger. In his article, Schlesinger discusses how the investment management industry is partially founded on the ideas of Benjamin Graham. He also quotes Dr.…
In July 2024, Dr. George Athanassakos and former HBA student Bojian Wang published a case XPEL Inc.: Searching and Valuing a Growth Stock through Ivey Publishing. This case was recently entered into the EFMD 2024 Case Writing Competition in the Finance and Banking category. According to Ivey Publishing, this recognition reflects the case’s exceptional quality and thought…
Dr. George Athanassakos was interviewed by John J De Goey from Designed Wealth Management on January 16 to discuss his Globe and Mail articles “What is wrong with the January Effect this year?“, “Investors are once again optimistic, driven by expectations of interest-rate cuts and AI“, and “Why I fear Wednesday’s stock selloff is only…
Dr. George Athanassakos discusses why equity markets have been under selling pressure thus far in January 2025 even though profit expectations are rising and the yield curve is steepening in his latest article, titled “What is wrong with the January Effect this year?“, published in the Globe and Mail (Report on Business), p. B8. The…
Dr. George Athanassakos argues that investors are over-optimistic about interest rate cuts and the effect of AI on productivity in his latest article, titled “Investors are once again optimistic, driven by expectations of interest-rate cuts and AI”, which was published in the Globe and Mail (Report on Business), p. B8 on January 10, 2025. To…
Dr. George Athanassakos explores the truth about stock picking and the effect of interest rates on stock prices in his latest article, titled “Debugging two popular myths in financial markets“, published in the Globe and Mail (Report on Business), p. B9. The article also appeared in the Globe Investor Magazine Online, under the title “Debunking…
Dr. George Athanassakos discusses what keeps him up at night and argues that last Wednesday’s selloff may be a prelude of things to come in his latest article, titled “Why I fear Wednesday’s stock selloff is only a small taste of what’s to come”. The article appeared in the Globe Investor Magazine Online on December 19,…
Dr. George Athanassakos argues that value stocks beat growth stocks not because value stocks produce such an outstanding long-run performance but rather because growth stocks earn terrible long-term returns in his latest article, titled “The reason behind the long-term underperformance of the so-called growth stocks,” published in the Globe and Mail (Report on Business), p.…
Are there any red flags in regards to CEOs that will help institutional investors anticipate potential issues when considering investee companies? Find out in Dr. George Athanassakos’ latest article, “What are some CEO red flags for institutional investors to consider?”, published in the Canadian Investment Review (Benefits Canada) on October 29, 2024. View PDF