BAM Intelligence

A Tale Of 3 Small Value Funds

Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to common factors-asset pricing models. Read more

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Investing Lessons from 2018

In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018. Read more

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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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