We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more

 
BAM Intelligence

More Evidence of Shrinking Alpha

Larry Swedroe unpacks a review of SPIVA persistence scorecard data that indicates, over time, it’s been increasingly difficult for active equity funds to stay at the top. Read more

Share Button

Examining Value and Profitability Factor Persistence

One way to evaluate an equity factor’s pervasiveness is to determine whether it provides a premium at the sector/industry level. With this metric in mind, Larry Swedroe unpacks new research that shows the value and profitability factors pass the test. Read more

Share Button

A Factor with Caveats

The low-beta anomaly may be persistent and pervasive across the globe, but, Larry Swedroe writes, research shows its returns are explained well by other now-common factors and its premium is dependent on certain circumstances. Read more

Share Button

Factors and Emerging Markets

Larry Swedroe unpacks research that shows factors work in emerging markets, too. Read more

Share Button

Active Management’s Surprising Survival

For Larry Swedroe, it’s truly an amazing paradox that so many investors still choose actively managed funds. Fortunately, he writes, more people are taking greater notice of the evidence. Read more

Share Button

Industry Events

No events scheduled at this time.