Index investors now own more tech stocks than they may realize, according to a recent article in The Wall Street Journal. The weighting of technology stocks in the S&P 500…
Day: January 10, 2018
A Fund that Profits from Investor Mistakes
A recent Barron’s article offers a profile of Raife Giovinazzo, a former student of Nobel Laureates Daniel Kahneman and Richard Thaler, who has managed the $370 million Fuller & Thaler…
The Realities of Mean Reversion
By Jack Forehand, CFA (@practicalquant) “Importantly, reversion to the mean in the investment business extends well beyond the results for mutual funds. It applies to classifications within the market (small…