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Index funds
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder to on being simple?
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Do You Need to Join the Endowment Club?
February 12, 2020
Preston McSwain
Do only only extraordinary circumstances justify deviation from a simple strategy?
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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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Outperformance in Down Markets 100% of the Time?
January 4, 2019
Preston McSwain
How could an investor have outperformed 100% of the time in the longest bear markets?
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