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Insights and Research
Will the Real Alphas Stand Up?
October 16, 2023
Tommi Johnsen, PhD
Does our industry use too much Greek?
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The Road Less Traveled – Simple Alternatives
March 4, 2023
Tommi Johnsen, PhD
What may be thought of as a different type of edge – a simple investment alternative.
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Is Top Manager Performance A Random Walk?
January 27, 2023
Tommi Johnsen, PhD
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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Questioning the Illiquidity Premium
January 14, 2023
Tommi Johnsen, PhD
Should investors discount the possibility of an illiquidity premium – potentially significantly?
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Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
Tommi Johnsen, PhD
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
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Still Keeping A Steady Hand
October 7, 2022
Tommi Johnsen, PhD
Every year over the past 10 years we have written a similar letter.
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