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Insights and Research
The Certain Drag on Performance – Taxes
January 26, 2024
Charlie Henneman, CFA
Is the management of taxable assets without considering taxes a scandal?
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Is Top Manager Performance A Random Walk?
January 27, 2023
Charlie Henneman, CFA
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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Once Famous?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
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Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA
Smart beta sounds smart but is it?
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The Simple Alternative
February 19, 2021
Charlie Henneman, CFA
Should we work harder on being simple?
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