BAM Intelligence

What to Make of 10-Year Small-Cap and Value Results

New data shows the global size and value premiums were basically flat for the last 10 years. Jared Kizer explains what that means and discusses whether we should expect these premiums in the future. Read more


Revisiting International Diversification

International diversification has come under attack over the last couple of years as both international developed and emerging markets have underperformed U.S. stocks. Read more


Staying the Course During Periods of Market Volatility

Market swings are scary, but Jared Kizer puts recent volatility in perspective: Read more


Funds: Similar; Results: Not

Subtle differences, noteworthy impact. Jared Kizer explains how through his in-depth look at small value funds from Vanguard and DFA. Read more


How Much Are You Paying for Your Size and Value Tilt?

How much are you paying to gain exposure to small-cap and value stocks across different funds in the market? Jared Kizer proposes one methadology for finding out. Read more


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