An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from…
Tag: Larry Swedroe
Swedroe on Persistence in Active Investment Performance
In an article for ETF.com, Bam Alliance director of research Larry Swedroe summarized the findings published in the S&P biannual Indices Versus Active (SPIVA) reports which compare the performance of…
Swedroe on Factors in Emerging Market Stocks
In a recent article for ETF.com, BAM Alliance director of research Larry Swedroe outlines findings of an August 2018 study on factor-based investing titled, “The Cross-Section of Equity Returns in…
Swedroe on What Makes Factors Last
In an article on ETF.com, BAM Alliance research director Larry Swedroe discussed issues related to factor investing, the potential problems with research around it, and the criteria he believes must…
BAM's Swedroe Discusses Size Effect
In an ETF.com article on size effect, BAM director of research Larry Swedroe discusses the ongoing debate on the size effect—the phenomenon whereby small-cap stocks on average outperform large-cap stocks…
Swedroe on Active Management in Emerging Markets
In a recent article in ETF.com, BAM Alliance director of research Larry Swedroe debates claims that active management is the “winning strategy” in emerging markets. Citing SPIVA and Morningstar data…
Swedroe Talks Factors and Fixed Income
In a recent article for ETF.com, BAM Alliance director of research Larry Swedroe discusses how factor investing can apply to the bond market, even though it has been slower to…
Swedroe Addresses Indexing Concerns
In a recent article for ETF.com, Larry Swedroe breaks down concerns regarding passive investing, including the notion that it has “become such a force that the market’s price discovery function…
Larry Swedroe: Value Premium Still Exists
In a recent article in ETF.com, BAM Alliance’s director of research shares insights on the state of the value premium in today’s market. Swedroe explains that “even though the value…
Can Active Investing Still Generate Alpha?
Back in 1984, Warren Buffett wrote an article entitled “The Superinvestors of Graham-and-Doddsville” (referring to the book Security Analysis co-authored by Benjamin Graham and David Dodd) in which he argues that passively…