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Insights and Research
Simplicity
Will the Real Alphas Stand Up?
October 16, 2023
Elisabetta Basilico, PhD, CFA and Preston McSwain
Does our industry use too much Greek?
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The Road Less Traveled – Simple Alternatives
March 4, 2023
Preston McSwain and Ryan Larson, CFA, CAIA
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
Charlie Henneman, CFA and Preston McSwain
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
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Smaller Is Better
August 29, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
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?
July 12, 2022
Preston McSwain
The evidence may surprise you.
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What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
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