Let's Talk About Skew, Baby...

The bullish narrative of aggressive retail call buying driving markets higher conceals an important market dynamic...

Talking Your Book About Value (Part 3 of 3)

“A denouement is not a complete or fully resolved ending but a satisfying closure to a story.”

The "value of value" debate, concluded.

Talking Your Book About Value (Part 2 of 3)

The "value of value" debate, continued...

Talking Your Book About Value (Part 1 of 3)

"Once More Unto the Breach, Dear Friends, Once More..."

Our thoughts on the "value of value" debate.

Policy in a World of Pandemics, Social Media, & Passive Investing

Investment Implications of "Flattening the Curve"

White Paper

The Illusion of Skill - Evaluating Funds With Skewed Distributions

     The Sharpe Ratio: A Blunt Weapon - Hiding the Risk of Asymmetric Returns

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Because of the stay-at-home order and related effects of COVID-19, Logica was unable to meet the original filing deadline for its ADV, and relied on the SEC CV-19 order to file by the extended deadline.

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