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Journal Article
Bad Habits and Good Practices (Supplement)
December 26, 2017
A supplement to our article about the habits that may hinder long-term investment performance: multiyear return chasing, under-diversification and comfort seeking.
Journal Article
Defined Contribution Retirement Plans Should Look and Feel More Like Defined Benefit Plans (Supplement)
December 20, 2017
A supplement to our paper published in the Winter 2017 issue of The Journal of Portfolio Management.
Journal Article
Defined Contribution Retirement Plans Should Look and Feel More Like Defined Benefit Plans
January 15, 2017
Defined contribution (DC) plans have, to this point, delivered uneven and sometimes inadequate results.
Journal Article
Bad Habits and Good Practices
August 5, 2015
This article focuses on the habits that may hinder long-term investment performance: multiyear return chasing, under-diversification and comfort seeking.
Journal Article
Buffett's Alpha
November 1, 2013
[Winner of the CFA Institute's 2018 Graham and Dodd Award] What is the secret to Warren Buffett's success? We seek the answer via a thorough empirical analysis in light of some the latest research on the drivers of returns.
Trade Publication
Where the Wild Things Aren't: Using Derivatives and Leverage to Improve Portfolio Performance
May 13, 2010
In the current world of modest risk premia, investors face a choice to limit their investment options, or diversify and build more stable portfolios.