BAM Intelligence

Factor Persistence & Diversification

Financial research has uncovered many relationships between investment factors and security returns. Given that popularity is a curse in investing, the growing popularity of factor investing has led to worries that factors have become overvalued, posing risks to investors in… Read more


Hedge Funds Trail Equities

Hedge funds entered 2017 coming off their eighth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2016—one that included the worst bear market in the post-Depression era—the… Read more


IPOs An Overhyped Investment Idea

Larry Swedroe explains why IPOs don’t offer a lot of rewards for average investors. Read more


MoneyZen Podcast: Socially Responsible Investing With Katherine Collins of Honeybee Capital

Manisha Thakor sits down with Katherine Collins to talk in-depth about the evolution of socially responsible investing. Read more


An International Angle On Active Share

Larry Swedroe continues the case against active share as a source of meaningful outperformance. Read more


Industry Events

No events scheduled at this time.