With Disney and Apple entering the arena, we reviewed some of the ideas posited by SumZero contributors to examine how these two giants are shaping the competition for subscription-based video and how companies like Apple and Netflix – the 6th and...

SumZero responds to investor buzz around Sea Ltd. and a spate of research on the name in recent weeks. With marquee stakeholders like Tiger Global and Sachem Head and positive company guidance on the firm's e-commerce and gaming sectors, Sea shows...

Interview with Ms. Jennifer Heller, the President and Chief Investment Officer of Brandywine Group Advisors, a $10B New York City based family trust advisory firm. The Brandywine team is a long-standing allocator member of SumZero’s Cap Intro pro...

Our Winners/Finalists hail from Australia, Germany, Mexico, Switzerland, and across the United States. Their research covers businesses in the US (7), the UK (5), Canada (2), and South Korea (1). Results have been determined by an independent pane...

The two help oversee more than $800M in firm assets leveraging a long only, concentrated strategy under the following format

Haddaway oversees more than $1B in firm assets comprised of private equity, alternatives, and third-party investment managers, many of whom fall into the ‘small and emerging’ category.

Today I am honored to be joined by Mr. Charles Honey, a Partner and Portfolio Manager at the Richmond, Virginia-based investment manager Private Advisors. Honey helps oversee nearly $5B in firm assets comprised of both single-securities and third-...

We are pleased to share an exclusive interview with Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment fund responsible for overseeing the future growth and ...