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BAM Intelligence

Estimating Underperformance Probabilities

Jared Kizer crunches the data to get a more realistic sense of the odds that four common factors will underperform over various periods. Read more

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Is Company Size Irrelevant?

On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows the value premium in U.S. and international developed large-cap and small-cap stocks going back as… Read more

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An Updated Look at Public Pension Funding

An updated look at public pension funding. Jared Kizer on what a new report means for municipal bond investors: Read more

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Revisiting International Diversification

International diversification has come under attack over the last couple of years as both international developed and emerging markets have underperformed U.S. stocks. Read more

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Comparing DFA Small Value to Vanguard Small Value

What accounts for the narrowing historical performance between Vanguard’s small value fund and DFA’s small value fund, at least over the past few months? Jared Kizer looks to volatility and real estate to provide an explanation. Read more

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