Stocks that are Ripe Targets for Other Companies
Managers of the Harbor Capital International Small Cap Fund look for compelling valuations for stocks outside the U.S.
Essentia Analytics 2023 Behavioral Alpha Awards
“Cedar Street’s Waldemar Mozes and Jonathan Brodsky extended their Top 5 streak to five straight quarterly assessments, with the LSV team right behind them at four straight Top 5 finishes. This “stickiness” aligns with Essentia’s latest research, which finds that investment decision-making skill is persistent — past skill tends to indicate continued skill in the future.”
Winner of 2023 Lipper Award
Sharing a piece of great news as Cedar Street is the sole subadvisor of the Harbor International Small Cap Fund (HAISX) -- winner of two 2023 Lipper Awards!
These Managers Have Real Skill — Not Just Luck
Essentia Analytics announced the winners of its 2022 Essentia Behavioral Alpha Award, where portfolio managers are ranked based on their demonstrated investment skill, rather than their recent past performance. Cedar Street is proud to be ranked a Top 5 equity portfolio manager as covered by Institutional Investor.
Foreign Small-Cap Funds Are Too Cheap to Ignore
After last year’s bear market, U.S. small-cap stocks look inexpensive. Foreign small-caps look even cheaper.
Follow the Data: Non-U.S. Equity Allocations
Other than burying their heads in the sand, what can investors do to position themselves for the current market environment? Join Waldemar Mozes director of investments at Cedar Street Asset Management into rebalancing existing allocation to areas of the market that have significantly underperformed.
China Bull vs. Bear Debate
Jonathan Brodsky of Cedar Street Asset Management joins “Power Lunch” to debate if China is investible, with John Rutledge. @PowerLunch
Cedar Street recommending clients move China exposure to Hong Kong, surrounding markets
Jonathan Brodsky of Cedar Street Asset Management joins 'The Exchange' to discuss Chinese stocks and what he sees as the winners.
International Small Cap: Fertile Ground for Active Managers
Join Harbor Capital Advisors, Inc. and Cedar Street Asset Management LLC in a webinar designed to help you make informed decisions about how to treat international small cap allocations in client portfolios.
Keeping Supply Chains Moving: The Role Of Credit Insurance During Coronavirus
Waldemar Mozes from Cedar Street Asset Management explains, “The backstop for credit insurers is designed to ‘flatten the curve’ of defaults along supply chains that could result without credit insurance. If governments did not provide this backstop, business operators would likely proceed with more caution and potentially lose market share.”.
Overall oil supply remains ‘robust’ despite US-Iran tensions: Investor
Despite ongoing market fluctuations in response to rising US-Iran tensions, Jonathan Brodsky of Cedar Street Asset Management says that the global oil supply “continues to be robust”.
The final part of 2019 looks ‘tumultuous,’ says investor
Jonathan Brodsky of Cedar Street Asset Management says the markets are indicating some form of “synchronized stability” in 2020.
3 Stocks for a China First Investment Strategy
Barron's article "3 Stocks for a China First Investment Strategy" highlights Jonathan Brodsky and Cedar Street Asset Management.
Investor is focused on ‘the value side of the equation’
Jonathan Brodsky of Cedar Street Asset Management says investors have been “paying a lot” for growth and defensiveness over the past few years, sees opportunities in value
WFE report - Investing in Emerging and Frontier Markets - An Investor Viewpoint
The World Federation of Exchanges acknowledges Cedar Street Asset Management as a contributor to its recently published White Paper:
"Investing in Emerging and Frontier Markets - An Investor Viewpoint"
Experts debate how to play a China slowdown
Jonathan Brodsky of Cedar Street Asset Management discusses the Chinese market and economic risks from a potential slowdown.
It’s still a US-China trade ‘dispute’ rather than a ‘war’: Investor
Jonathan Brodsky of Cedar Street Asset Management says a "negotiated outcome" between the U.S. and China on trade remains possible.
Think Alibaba’s Too Rich?
Barron's article "Think Alibaba's Too Rich" highlights an emerging markets pairs-trade idea from Cedar Street Asset Management
Look for ‘value stocks’ in the current US market
Value stocks present an opportunity for investors during a rising interest rate environment, says Jonathan Brodsky of Cedar Street Asset Management
Why Japan remains a compelling market
The Japanese government and stock exchange have been pushing for positive changes in corporate governance, explains Jonathan Brodsky of Cedar Street Asset Management