Asset Management > Investment Strategies
shareholders, employees or agents (collectively S&P Parties) do not guarantee the...
Asset Management > Research and Analysis
Mid Caps: A Sweet Spot for Performance September 2015 GENERAL DISCLAIMER © 2015 by...
Asset Management > Trading Strategies
only 5% + 15% 2 = 7.25%, or about one-third as much. This difference is not visible to...
Asset Management > Trading Strategies
FUNDAMENTALS Endnotes 1. 2. In Table 1 we report long-only strategies in the...
Asset Management > Research and Analysis
FUNDAMENTALS Endnotes October 2015 Reference 1. This was the dividend yield as of...
Asset Management > Investment Strategies
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Asset Management > Investment Strategies
FUNDAMENTALS be funding the value premium. Certainly their trading activity accentuates...
Asset Management > Portfolio Management
FUNDAMENTALS Endnotes 1. 2. In this case, the mean, 2.1%, is quite close to the median...
Asset Management > Trading Strategies
April 2015 SIMPLYSTATED References Bernstein, Peter L. 2005. Capital Ideas: The...
Asset Management > Investment Strategies
FUNDAMENTALS Endnotes May 2015 6. 1. ...
Asset Management > Investment Strategies
Haugen, R.A., and A.J. Heins. “Risk and the Rate of Return on Financial Assets:...
Asset Management > Investment Strategies
FUNDAMENTALS October 2015 Disclosures The material contained in this document is for...
Asset Management > Investment Strategies
FUNDAMENTALS November 2015 APPENDIX Table A1. Summary of Findings on the Size...
Asset Management > Portfolio Management
starting universe with existing holdings even if they have dropped out of the large-cap...
Asset Management > Investment Strategies
FUNDAMENTALS Endnotes 6. 1. Poincaré (1913, p. 10). 2. If it fails to...
Asset Management > Investment Strategies
FUNDAMENTALS November 2015 Endnotes References 1. Quoted in Levy...
Asset Management > Investment Strategies
FUNDAMENTALS January 2016 Disclosures The material contained in this document is for...
Asset Management > Investment Strategies
January 2016 SIMPLYSTATED References Aked, Michael A., and Max Moroz. 2015. “The...
Asset Management > Investment Strategies
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