BAM Intelligence

Active Management’s Impact on Returns and Volatility

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. Read more

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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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Behavioral Mistakes and Mutual Fund Managers

Research shows a mutual fund manager’s good (or bad) experience with a stock can bias the decision to repurchase it. Read more

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Why Active Management Still Fails

A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. Read more

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Persistence Among Active Funds Is Hard To Come By

Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Read more

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