InvestorLit is a subscription service for reviews of investment literature and topics, with an emphasis on concepts that can help investment performance. The literature reviews are intended to provide brief and readable versions of the original papers or topics but also point out tangible ideas which can benefit the investor.
The range of investment topics is fairly wide. Six reviews dated 2011 are free on InvestorLiterature.com as a sample of the service. They cover: US hedge funds, US private equity, US small cap, fund size and performance, behavioral investing, dividend yields vs. bonds. The reviews draw on a diversity of literature sources: three academic journals and their related publications, the Social Science Research Network, a broad array of periodical publications and online sources, and a number of research affiliations.
As an added service, we endeavor, wherever possible, to offer a free annual session to Multi-User subscribers to discuss the reviews with them or their constituents and share additional insights and readings.
InvestorLiterature.com is a subscription service founded for reviews of investment literature, with an emphasis on insights that can benefit the investor. The reviews are intended to provide succinct coverage of investment research or topics for busy investment professionals who may not have the time to pursue in detail. All InvestorLiterature.com reviews include judgement, analysis, and opinion, practical experience, and other relevant information, all of which are intended to provide investment value to the reader.
The range of InvestorLiterature.com topics is fairly wide. Areas include: portfolio theory and risk, asset mix (equity and fixed income), pension policy, and alternative assets. Specific topics include: hedge funds, private equity, venture capital, real assets, US small cap stocks, fund size and performance, behavioral investing, and dividend yields vs. bond yields. The reviews draw on a diversity of literature sources: financial economic academic journals and their related publications, financial economic books (some of which I review for academic journals), the Social Science Research Network (SSRN), a number of periodicals and online sources, membership on three research boards, investment advisory responsibilities, and very importantly, the InvestorLiterature.com Advisory Board.
Abstracts of all reviews -the six written in 2011 plus the eleven written in 2012 - are shown in the Appendices. Most of the ideas are generated internally from the above reading and contacts, although InvestorLiterature.com always welcomes suggestions or requests by our subscribers. As an added service, we endeavor, wherever possible, to offer a free annual session to subscribers to discuss reviews with them or their constituents and share additional insights and readings. In the future, we are also considering webcasts involving our Advisory Board members on topics of special interest and/or expertise to them.
InvestorLiterature.com's target audience is fairly broad and includes: institutional investors (both pension funds and foundation/endowments), investment managers, financial advisors, consultants, and investment dealers. Our present client base includes most of these categories.
Twelve reviews per annum are published one per month - on the website. The service is available to either firms or individuals. Multi-Users subscribe on a firm-wide basis (that is, free to all employees of a subscribing firm) at a cost of $2000 per calendar year for the firm. We are amenable to discussing private branding and would consider a broader license to cover subscribers publishing on a proprietary basis ? i.e., so that subscribers can send to their clients under their letterhead. Subscriptions are payable to Airth Inc. at the address shown on the website. Subscribers are welcome to contact Airth Inc. Bruce Grantier - with any questions and/or suggestions of topics. We will answer any inquiries and do our best to fulfill topic requests.
The InvestorLit research is provided solely for the subscribers of InvestorLit, with some exceptions:
-We have a relationship with the Brandes Institute, of which I am a member. They have been great supporters from the start and have a membership on the Advisory Board. In return for their support and as a marketing tool for InvestorLit, they have the right to select from our total production, several Reviews and post on the Brandes Institute website. They typically re-write and expand on the Review with my assistance. "Behavioural Investing" has been done under this arrangement so far.
- We have also provided two reviews to the Toronto CFA Society as a marketing tool as this is a large and important potential readership base for InvestorLit. I am a member of a research committee for the Society the Portfolio Management Committee and derive a great deal of investment research ideas from this affiliation. They also re-write but shorten the review with my help "Behavioural Investing" has been published so far in the Society's The Analyst.
InvestorLit is owned by a Grantier family holding company (an Ontario Corporation) by the name of Airth Inc. InvestorLit is intended to be profitable, although the first objective is always to produce original and high quality investment research and reviews which are of value to our investment community.
Besides myself, our Advisory Board consists of the following members:
- James Davis,Vice President, Investment Planning & Economics, Asset Mix & Risk, Ontario Teachers' Pension Plan
- Paul Halpern, Professor Emeritus of Finance and Special Advisor, Capital Markets Institute Rotman School of Management
- Malcolm Hamilton, Former Partner, Mercer Canada
- Jacques Lussier, Founder, Chief Executive Officer, IPSOL Capital Inc
- Bill Raver, Retired CEO/CIO of National Railroad Retirement Investment Trust
- Bob Schmidt, Manager, Brandes Institute
In conclusion, we would be very pleased to discuss InvestorLit with you and provide whatever additional information you might wish to evaluate this service. We hope you find it of interest and would welcome you as a subscriber.
Bruce Grantier, BASc, MBA, CFA, CAIA, ICD.D, Managing Director, Airth Inc. ,Founder, InvestorLit
Reviews are published monthly on the website. The service is available to Multi-User subscribers on a firm-wide basis (that is, free to all employees of a subscribing firm) at a cost of $2000 per calendar year for the firm, plus applicable taxes. We are amenable to discussing private branding and would consider a broader license so that subscribers can send to their clients.
We invite potential subscribers to evaluate and sign up on the website, entitling them to twelve new reviews for that year. Subscriptions are payable to Airth Inc. at the address shown on the website. Subscribers are welcome to contact Airth Inc. with any questions and/or suggestions of topics. We will answer any inquiries and do our best to fulfill topic requests.
BASc, MBA, CFA, CAIA, ICD.D
Managing Director, Airth Inc.
36 Dawlish Ave.
Toronto, ON, Canada
Residence: (416) 544-1977
Cell: (416) 948-8771