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Simplicity
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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The Simple Alternative – Keeps On Winning
March 14, 2022
Mitch Bollinger, CFA, CAIA, Charlie Henneman, CFA and Preston McSwain
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
February 11, 2022
Preston McSwain
An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
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