Do Mutual Fund Investors Benefit When Their Funds Also Manage Hedge Fund Assets?
Given the economies of scale — and the opportunities to add more lucrative clients, along with the potential benefits of being able
Larry Swedroe
Larry Swedroe is director of research for The BAM Alliance (thebamalliance.com), a community of more than 150 independent registered investment advisors throughout the country. He has authored or co-authored 14 books, including his most recent, The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches. His opinions and comments expressed on this site are his own and may not accurately reflect those of the firm.
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Do Mutual Fund Investors Benefit When Their Funds Also Manage Hedge Fund Assets?
Given the economies of scale — and the opportunities to add more lucrative clients, along with the potential benefits of being able
Is the Market Overvalued?
This article compares different valuation metrics to see if equity market prices are reasonable at this time.
Is the Market Overvalued?
This article compares different valuation metrics to see if equity market prices are reasonable at this time.
Short-Term Performance and Mutual Fund Size
Short-Term Performance and Mutual Fund Size
Short-Term Performance and Mutual Fund Size
Short-Term Performance and Mutual Fund Size
Have We Reached the Tipping Point in the Active Versus Passive Debate?
Tipping Point in the Active Versus Passive Debate
Have We Reached the Tipping Point in the Active Versus Passive Debate?
Tipping Point in the Active Versus Passive Debate
Has Stock Market Volatility Increased? Yes and No!
Has Stock Market Volatility Increased? Yes and No!
Has Stock Market Volatility Increased? Yes and No!
Has Stock Market Volatility Increased? Yes and No!
Private Equity’s Track Record Attracts Investors
Private Equity’s Track Record Attracts Investors
Private Equity’s Track Record Attracts Investors
Private Equity’s Track Record Attracts Investors
Actively Managed Mutual Funds and the Negative Alpha of Taxes
Negative Alpha of Taxes
A New Factor-Based Approach to Classifying and Measuring the Performance of SRI Mutual Funds
This article takes a dive into the the payoff of social responsible investing based on several factors.
A New Factor-Based Approach to Classifying and Measuring the Performance of SRI Mutual Funds
This article takes a dive into the the payoff of social responsible investing based on several factors.
The Nominal Price Illusion
Studies have found an increase in the number of small shareholders after a split to lower a stock’s price level.
The Nominal Price Illusion
Studies have found an increase in the number of small shareholders after a split to lower a stock’s price level.
Is There Structural Alpha in the Small Cap Market?
Structural Alpha in the Small Cap Market?
Is There Structural Alpha in the Small Cap Market?
Structural Alpha in the Small Cap Market?
Evidence of Skill and Persistence in Mutual Fund Returns
Larry Swedroe analyzes the literature on management skill in mutual fund returns.
Evidence of Skill and Persistence in Mutual Fund Returns
Larry Swedroe analyzes the literature on management skill in mutual fund returns.
The Influence of Recent Market Returns on the Risk Tolerance of Individual Investors (Part 2)
Larry Swedroe analyzes the literature on market returns and risk tolerance/aversion.
The Influence of Recent Market Returns on the Risk Tolerance of Individual Investors (Part 2)
Larry Swedroe analyzes the literature on market returns and risk tolerance/aversion.
The Influence of Recent Market Returns on the Risk Tolerance of Individual Investors (Part 1)
Larry Swedroe analyzes the literature on market returns and risk tolerance/aversion.
The Influence of Recent Market Returns on the Risk Tolerance of Individual Investors (Part 1)
Larry Swedroe analyzes the literature on market returns and risk tolerance/aversion.
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