February 2008
Not everyone’s a fan. Fund managers complain that Morningstar’s version of investing style has become so powerful that it constrains stock picking and inhibits performance. “It’s a bad system with unintended consequences,” says Craig Callahan, president and founder of Icon … Continue reading
Posted in Active Equity Exchange
Tagged Callahan, Fund Categorization, Style Box
If you want to consistently maximize your investment potential, let your experts take off the shackles. It’s time to recognize that style boxes are not an asset class. Link to Article
Posted in Active Equity Exchange
Tagged Athena, Financial Advisor, Fund Categorization, Style Box
You might think that most active managers are providing rewards in exchange for taking calculated risks. In fact, many managers merely strive for mediocrity. Link to Article
Posted in Athena Research Center
Tagged Active Management, Callahan, Howard, Investment Advisor