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Insights and Research
The Certain Drag on Performance – Taxes
January 26, 2024
Is the management of taxable assets without considering taxes a scandal?
Will the Real Alphas Stand Up?
October 16, 2023
Does our industry use too much Greek?
The Road Less Traveled – Simple Alternatives
March 4, 2023
What may be thought of as a different type of edge – a simple investment alternative.
Is Top Manager Performance A Random Walk?
January 27, 2023
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
Questioning the Illiquidity Premium
January 14, 2023
Should investors discount the possibility of an illiquidity premium – potentially significantly?
Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors