BAM Intelligence

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

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Portfolio Pain and the Difficulties of Discipline

In his follow-up look at why it’s often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward. Read more

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Why It’s so Hard to Be a Disciplined Investor

Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance. Read more

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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

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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

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