Value, Quality, Low Risk, Leverage – Buffett’s Secret Sauce
Academic research concludes that Warren Buffett’s extraordinary returns can be closely reproduced using a basic factor model focused on value, quality, low risk, and efficient leverage.
Potential Benefits of Tax-Aware Long-Short Strategies
Academic research suggests tax-aware long-short strategies could produce benefits up to 7% per year relative to tax-agnostic strategies.
A Brief History of Factor Investing
Factor investing has grown to become a significant element of portfolio management and asset allocation. Read more for a brief exploration of its origins, development, and widespread adoption.
Replicating Private Equity Returns in Public Markets
Academic research concludes that private equity investing success can be replicated in public equity markets using value-based asset selection and prudent leverage.
The Endowment Model for Individual Investors
Endowment model investment benefits are now available to high-net-worth individual investors.