Active Share Is Not a Silver Bullet

While active share, which measures the extent to which a stock fund’s holdings overlap with a specified benchmark index, can be useful information for investors, a recent article in Morningstar…

How Many Stocks Is Enough?

How many stocks do need to have in a portfolio to maximize returns and still limit risk? OSAM’s Patrick O’Shaughnessy recently looked at that question, and his findings may surprise…