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Insights and Research
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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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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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Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Preston McSwain and Charlie Henneman, CFA
Reviewing what the data says and letting the chips fall where they may.
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Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
Preston McSwain
It seems like we have been continuing to have the same debates over and over for almost 100 years.
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