Outperformance in Down Markets 100% of the Time?
January 4, 2019
How could an investor have outperformed 100% of the time in the longest bear markets?
Persistence That Just Ain’t So?
November 12, 2018
It’s always wise to question bold presentations, especially when they suggest the future will be like the past.
You Can Keep It Simple
February 9, 2018
Simple portfolios continue to consistently outperform top endowments.
Where Are Fees and Expenses Not Costs?
January 22, 2018
Generally accepted or not - Fees and expenses are costs
Private Presentations: Are Some Tall Tales?
October 30, 2017
Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.