What We Do
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Insights and Research
Active Management
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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Once Famous?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
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Trillions of Influence
October 13, 2020
Preston McSwain and Elisabetta Basilico, PhD, CFA
Do investment influencers consistently add value?
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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Do Index Funds Make Active Funds Better?
December 3, 2019
Elisabetta Basilico, PhD, CFA and Preston McSwain
Research suggests index investing makes active managers better.
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Are Selectors Good at Selecting?
September 27, 2019
Elisabetta Basilico, PhD, CFA
A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”
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