BAM Intelligence

Current Valuations, Forward-Looking Returns and Disrupted Expectations

Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. Read more

Share Button

Persistent Fund Alpha and Active Manager Skill

Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is. Read more

Share Button

Is Company Size Irrelevant?

On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows the value premium in U.S. and international developed large-cap and small-cap stocks going back as… Read more

Share Button

Rediscovering the Size Effect

Larry Swedroe on a study that “saves” the size effect by showing it is strengthened when combined with other, newer factors. Read more

Share Button

Lottery Stocks Remain a Losing Game

Larry Swedroe takes a look at new research findings on lottery stocks in mutual funds. Read more

Share Button

Industry Events

No events scheduled at this time.