BAM Intelligence

Factors Are For Holding

We have met the enemy, and he is us. Larry Swedroe unpacks new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior. Read more

Share Button

What’s in a Fund Name?

After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund’s name, or even its stated objective, when seeking exposure to factor characteristics. Read more

Share Button

‘Passive’ Market Efficiency Works

Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Read more

Share Button

2018’s Active Vs. Index Scorecard

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

Share Button

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

Share Button

Industry Events

No events scheduled at this time.