Performance Measurement

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.

Reviewing what the data says and letting the chips fall where they may.

It seems like we have been continuing to have the same debates over and over for almost 100 years.

Is our industry is full of people famous for being right once in a row?

Should we work harder on being simple?

When comparing different types of investments, check to make sure apples are not oranges.