Podcast Spotlight: Evidence-Based Perspectives in Today’s Markets
Markets continue to generate plenty of headlines – from AI and rising stock prices to questions about whether a handful of companies have become too dominant.
In a recent conversation on the Excess Returns podcast, our HIG and Longview Research Partners CIO Matt Zenz discusses how an evidence-based investment process helps investors stay focused on what matters most, without relying on predictions or market timing.
Topics include:
- Should today’s market concentration should concern long-term investors?
- Why do valuations matter, and when do they matter most?
- How thoughtful implementation can improve long-term investment outcomes.
- Why taxable fixed income may be one of the biggest remaining opportunities to improve after-tax returns.
The discussion also explores Longview’s philosophy behind the Longview Advantage ETFs, including EBI and LVIG, and why disciplined implementation can add value over time.
Listen to the full conversation here:
We Asked a $1 Billion Quant Manager Why Concentration Isn’t a Warning — and Small Caps Aren’t Dead.
Or listen on Spotify or Apple Podcasts.
Prospectus can be found by visiting this page.
You should consider the investment objectives, risks, and charges and expenses carefully before you invest in the Longview Advantage Fund (the “Fund”). The Fund’s prospectus or summary prospectus, which can be obtained by visiting www.longviewresearchpartners.com, contains this and other information about the fund, and should be read carefully before investing.
Investing involves risk, including possible loss of principal.Fixed Income Securities Risk. Fixed-income securities are subject to the risk of the issuer’s inability to meet principal and interest payments on its obligations (i.e., credit risk) and are subject to price volatility resulting from, among other things, interest rate sensitivity, market perception of the creditworthiness of the issuer, willingness of broker-dealers and other market participants to make markets in the applicable securities, and general market liquidity.Distributed by Quasar Distributors, LLC. Quasar is not related to Hill Investment Group Partners, LLC d/b/a Longview Research Partners, the fund’s Investment Adviser.
