BAM Intelligence

Complex Instruments Don’t Enhance Bond Fund Performance

Larry Swedroe unpacks recent research that shows, overall, complex investments just don’t have a significant impact on performance. Read more

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Shorting’s Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Read more

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Why Investors Choose Principle Over Profits

Larry Swedroe unpacks a new study into whether such decisions are driven by intrinsic social preferences, financial reasons or other motives entirely. Read more

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Value May Be Down, But It’s Not Out

Larry Swedroe concludes it’s premature to give up on the value factor, but also that its premium has only been earned by investors disciplined enough to stay the course through sometimes long periods of underperformance. Read more

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Hedge Fund Activity Is No Gauge of Outperformance

A Larry Swedroe unpacks these findings, and explains why they offer yet another reason investors should avoid a loser’s game. Read more

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