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Among the challenges for those evaluating investment strategies and managers is not being fooled by changes in relative valuation that may be transitory.

We’ve seen the progression before: Unexpected market moves leading to a blow-up and then a reexamination. What’s really needed is a new approach to risk management.

There’s something for everyone in this latest edition of 𝘛𝘩𝘦 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘌𝘤𝘰𝘴𝘺𝘴𝘵𝘦𝘮’𝘴 regular look at good reads from around the investment world.

From burned-out hedge fund managers to new standards of VC due diligence, crowded stocks, a Renaissance man, and an amazing set of podcasts too. Plus four feature topics and more.

A look at some research about political beliefs and how they affect investment decision making.

While not often taught to investment professionals, the disciplines of sociology and anthropology are essential to understanding both asset pricing and how organizations operate.

This issue includes sections on liquid venture capital, fixed income, a new data alliance, family offices, portfolio manager attributes, plus a bumper crop of other readings.

Here are some good readings courtesy of the CFA Institute Research Foundation (among many others that could be cited), regarding important aspects of the investment ecosystem, behavioral finance, fiduciary responsibility, and the financial crisis.

You’ve probably seen colors used to categorize manager performance, in normal practice and in response to regulatory mandates. A few thoughts on the implications of those hurdles.

This is a typical edition of the Fortnightly, full of interesting readings from around the ecosystem for you to connect to your work.

This posting offers readings on the future of advice, dual-registered firms, portfolio gaps, and a “cutting edge technology in applied behavioral finance.”

Mutual fund boards are different from other governing bodies. Here are short items on questions of independence, new rules, performance evaluations, and board assessments.

No matter your specialty, you’ll find something of interest in these readings on investment strategies and developments around the industry. Plus, several items on communication are sprinkled throughout.

What “things said or done in our industry or said about our industry” bug you? Here’s a look back at a popular list from several years ago.

The noted academic researcher weighs in on economic foundations for strategies, corporate and investor behavior, diversification and rebalancing, research methods and incentives, crowding, manager selection, ESG, crypto and DeFi, and time horizons.