Publications and Research
Current Product Documents
- Shenandoah Brochure
- MegaCap Strategy
- Midcap Strategy
- Large Cap Value Strategy
- Large Cap Core Strategy
- 130/30 Alpha Extension Strategy
- Custom Midcap Strategy
Recent Research
- Quarterly Review
-
Market Outlook
Why Midcap? Updated Apr 2008 - EPS Momentum Ratio
- Earnings Surprise
- Earnings Models Post-bubble
- Earnings Models Post-bubble (Update 12/04)
- Research Brief 12/03
- SAM Research - Russell Index Simulations
- SAM Research - Why Midcap?
- Low Quality Leadership
- Research Brief July 2004
Document Archive
- 2008
- 2007
- 2006
- 2005
- 2004
- 2003
- 2002
- 2001
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