Publications
Publications

Quarterly Economic Commentary
Click here to download High Pointe’s most recent quarterly economic commentary entitled "It's Time to Carry an Umbrella at All Times"

ESG Investing: Can You Have Your Cake and Eat It Too?
This paper shows that ESG investing can be done without a performance penalty and it might even enhance the quality of the portfolio.

Franchise Quality Score - A Metric for Intangibles
This paper that describes the intution behind our investment strategy

Growth vs. Value - Waiting for GODOT
This paper discusses whether it is time to switch from growth stocks to value stocks

The Old Faithful Portfolio
A Paper that describes a new idea for constructing portfolios to manage through the difficult times