Is Top Manager Performance A Random Walk?

What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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Smaller Is Better

Bigger is not better in the money management business and the larger you are as an investor, the harder it is to allocate in a manner that keeps managers small.
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Recessions – What Should Investors Do?

The evidence may surprise you.
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What To Do About Inversions

It is not easy and requires a lot of active discipline and fortitude.
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The Simple Alternative – Keeps On Winning

The evidence continues to suggest that we should work harder on being simple.
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Solutions to Increase Trust – Simple But No Simpler

An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
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