The Blog

Value and Momentum: October 2014

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

What is Smart Beta?

When investors talk about indexing, that has traditionally meant something that looks like the S&P 500 index. In recent years, indexing has grown far beyond its traditional roots and it […]

Value and Momentum: July 2014

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

The Difficult Path to Investment Success

“[To be a superior investor,] this is the bottom line: not whether you dare to be different or to be wrong, but whether you dare to look wrong.” – Howard […]

Value and Momentum: April 2014

One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look […]