Investment Strategy: Identify the Best Active Equity Funds
Funds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
Investment Strategy: A Powerful New Foundation
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.
How to Know When Active Management Performs Best
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
Investment Strategy: Strategy-Based Portfolio Construction
Classifying funds based on their investing strategies instead of via the traditional style grid presents a new way to look at diversification.
Interview: Proven Tactical Allocation Strategy Driven by Behavioral Crowds
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.
Can Behavioral Factors Improve Tactical Performance?
More and more, Financial Advisors agree that portfolios with a tactical tilt provide increased asset allocation flexibility that can improve returns and help manage risk.