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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…

5 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…

6 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…

9 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…

9 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
May 28, 2025
Ten Fundamentally Sound Low Volatility Stocks
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks...
May 27, 2025
Ten Top Small-Cap Value Stocks
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact...
May 24, 2025
Ten Fundamentally Sound High Quality Stocks
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats...
May 23, 2025
Ten Top High Momentum Stocks
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing...
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