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Tag: Alpha

Alpha Boils Down To One Thing In Active Management
3 years ago
Alpha Boils Down To One Thing In Active Management

Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…

The Birth, Growth & Death of Investing Factors w/ ReSolve Asset Management's Adam Butler
5 years ago
The Birth, Growth & Death of Investing Factors w/ ReSolve Asset Management's Adam Butler

Many investors have come to accept the fact that the major factors like value and momentum will produce excess returns over the long-term. But what if the fact that these…

Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
5 years ago
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter

Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…

6 years ago
Here’s How Active Managers Squander Alpha

New research shows that active managers do in fact generate alpha, but have a hard time keeping it because they hold positions too long. This according to an article in…

6 years ago
Commentary: Smart Beta vs. Alpha-Beta Combination

A recent article in CFA Institute suggests ways to combine alpha and beta factor strategies to create a “simple and clean equity portfolio” that offsets some of the “innate human…

6 years ago
Bill Gross Says Odds of Outperformance Have Plunged

Bill Gross, who defined his career by beating benchmarks in the bond market, says the days of outperformance are largely over. This according to an article in Bloomberg. “There are…

7 years ago
Which Generates More Alpha, Mutual Funds or ETFs?

How does the alpha generated by ETFs compared to that of actively managed mutual funds? The question is addressed in a recent WealthManagement article. The article cites Morningstar data that shows…

9 years ago
Steve Cohen's Head Performance Coach Talks Portfolio Manager Mindset

As the PGA tour winds down and the Olympic Games approach, it seems only fitting to share some perspective on the investment world from a famous sports psychologist. Dr. Gio…

10 years ago
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns

Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…

10 years ago
Adding Alpha Through Opportunistic Investment

In a recent article on Top1000Funds.com, Anthony Brown of Mercer Investments suggests that “one way to add alpha [especially in the current environment] is through a more opportunistic approach to…

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Recent Original Research
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
September 26, 2025
Ten Top Benjamin Graham Stocks – September 2025
Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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