High return dispersion and volatility are a stock picker’s nirvana.

Classifying funds based on their investing strategies instead of via the traditional style grid presents a new way to look at diversification.

As published on Advisor Perspectives July 23, 2018

By Robert Huebscher

How does a proven tactical strategy work when the market signal is driven by behavioral crowds? In this interview, C. Thomas Howard, PhD of AthenaInvest reveals how their global tactical portfolio outperforms with a unique behavioral approach.

Funds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.

A simple question asked over 25 years ago, “How should we group and evaluate active equity fund managers?” has evolved into a powerful foundation for rethinking how we look at markets and investment managers.

A new measure reveals when the odds are stacked in favor of active managers and when it might be best to go passive.

By C. Thomas Howard, PhD