Global Tactical Asset Allocation and Stock Selection

Asset Management Teams and Research Initiatives: 2000

Group Code: Stellar Asset Management (SAM)

Country Factors vs. Industry Factors

• Kairnes, Austin
• Kati, Emre
• Lee, Jackie
• Russ, David
• Schwartzman, Marika

Group Code: Underweighted Assets

The East Asian Crisis: Pitfalls and Possibilities of Predictive Models

• Arjay Jensen
• Chip Krotee
• Hilde Larssen
• John Mack
• Gerald Nessmann

Group Code: Gruezi mitenand!

Does Momentum Matter? Using Daily Returns to Create Trading Strategies for Internet Stocks

• Bernardo Martinez
• Juan Pablo de Miguel
• Sergio Penchas
• Will Walker
• Matthias Hoffmann.

Group Code: GIAM Group - Global Investors Asset Management

Can we beat the market using global P-Es?

• Anthony Bertoldo
• Luciene De Paulo
• Oliver Lee
• Jorge Rohana
• Sergio M. Watanabe

Group Code: Big Alpha Asset Management

What happened to dividend yield as a predictor variable?

• Scott Chan
• Derrick Roth
• Ray Tong
• Goodloe White
• Frank Young

Group Code: Clairvoyant Investment Advisors

Dynamic asset allocation in Latin America

• Sonia Kopp
• Chris Lyford
• Peter O'Hara
• Denis Rappaport
• Michelle Todd

Group Code: IDEA

Tactical Trading Strategies for Closed End Country Funds

• Mark Dauenhauer
• Nine Gene
• Vince Groff
• Wee Yee
• Brad Winer

Group Code: Short-Term Asset Management

Tactical Asset Allocation: Using a Sector Prediction Model

• Pedro Candas
• Stepan Karpukhin
• Yoshinobu Kataya
• Robert Lee
• Luis Shirley

Group Code: Group Taco Bandito

Earnings Surprises vs. Earnings Revisions

• Allen Born
• Mark Davidson
• Greg Dayko
• Ed Shenkan
• Stephanie Tyrrell Shayne

Group Code: Amanzi

Optimal switching strategy from Value to Growth

• Gregory Fowlkes
• Mandy Fong
• Sandrine Diaz
• Shawn Lashansky
• Sundeep Naran

Group Code: Durham Bears Capital

Internet Stocks: Value and Trading Strategy

• Ole Hvidsten
• Petter Hellman
• Robert Freund
• Jiong Shao
• Richard Solano