Active vs Passive investing
Continue reading “Factor-based Investing vs. Indexing — 3/19/17”
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Newsletter — February 2017
February Newsletter
Time for Value? — 2/19/17
Is now the time to invest in value?
Trump, “perilously high valuations” & “indexing” — 2/9/17
Our latest Worth Sharing on Seth Klarman’s concerns about Trump and the market
Continue reading “Trump, “perilously high valuations” & “indexing” — 2/9/17″
The “Fiduciary Rule” and OEF Share Class Zoo — 2/6/17
Our thoughts on recent regulatory rollback and OEF share classes
Continue reading “The “Fiduciary Rule” and OEF Share Class Zoo — 2/6/17″
Newsletter — January 2017
Newsletter for January 2017
Factor Investing Calls for Discipline, Diversification — 1/26/17
Our thoughts on Factor Investing and the importance of a long time horizon
Continue reading “Factor Investing Calls for Discipline, Diversification — 1/26/17”
Trump will “fail” — 1/20/17
Our thoughts on the future of Trumponomics
Conviction — 1/16/17
Another column from Morningstar’s John Rekenthaler along with our thoughts
Newsletter — December 2016
Newsletter for December 2016