What We Do
Investment Advisory Services
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How We Invest
Questions To Consider
Insights and Research
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.
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.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Charlie Henneman, CFA and Preston McSwain
Reviewing what the data says and letting the chips fall where they may.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
It seems like we have been continuing to have the same debates over and over for almost 100 years.
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?