Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Category: People
Escaping the Drag: How Nimble Strategies Create an Edge for Investors
Matt Zenz appeared on the October 4 podcast episode of Excess Returns to discuss the case for evidence-based investing and the challenges that can accompany scale among the industry’s largest investment firms. He shared how research-driven firms, such as Longview Research Partners apply more nimble strategies to maintain efficiency and align with evidence-based principles.
“HTC” WARNING: Be forewarned, this is Highly Technical Content, best consumed by the heavy-duty fact finders in our audience.
Be sure to listen at the 44:30 mark, where Matt explores the benefits of agility in investing and how smaller, research-focused funds can often make decisions and implement changes more efficiently than larger counterparts.
Hill Investment Group and Longview Research Partners did not compensate the podcast or its hosts for this appearance.
Hill Investment Group (“HIG”) d/b/a Longview Research Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The opinions expressed herein are those of the author and are for informational purposes only. This material should not be considered investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. For additional information about Hill Investment Group, including its services and fees, please review its Form ADV, which is available at www.adviserinfo.sec.gov.
SPECIAL HILL EVENT: An Evening with Author Carl Richards
We’re delighted to share that Hill Investment Group will host a very special evening with Carl Richards—internationally recognized author, speaker, and podcaster—on Wednesday, November 12, 2025, at The Racquet Club in St. Louis, which will be one of Carl’s first stops on his national book launch tour for the release of his latest work Your Money: Reimagining Wealth in 101 Simple Sketches.
Many of you know Carl through his Behavior Gap sketches and writing. His simple drawings and powerful insights remind us that clarity often comes from seeing complex ideas made beautifully simple.
This gathering will include cocktails, heavy hors d’oeuvres, and a lively conversation with Carl about his newest work and what it means to “take the long view” in both money and life.
Event Details
The Racquet Club — 476 North Kingshighway, St. Louis, MO 63108
Gathering at 6:00 PM | Program Begins at 6:30 PM | Concludes at 7:45 PM
Attire: Jacket, No Tie. No Denim, Please.
A few seats remain. Please RSVP by November 7, or call us at (314) 448-4023.
Do you want something like this in webinar form or in your city? Email me.
The Longview Advantage ETF: Your Fund, Built for the Long View
We created the Longview Advantage ETF (EBI) to give our clients the best of evidence-based investing at the lowest possible cost. In this update, Matt Hall and Matt Zenz share how it’s working.
TRANSCRIPT
Matt Hall:
Okay, I told you we’re gonna do more videos. We’re doing another video. I’m here with Matt Zenz, CIO of Hill Investment Group, and the architect of our ETF. We thought it might be fun for you and important to just know a little bit more about the Longview Advantage, ETF. And Matt, one of the things that we’re really proud of that we haven’t communicated maybe to our audience is the Longview Advantage.
ETF symbol EBI is getting a lot of attention. What should our clients know about it? What’s the most important thing they should understand?
Matt Zenz:
Yeah, I think there’s kind of two different ways to look at this. The first is, as an evidence-based investor, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise. Because we’re smaller, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise.
Because we’re smaller, because we’re more nimble, we’re able to more effectively go after what the evidence says. You’re able to pick up the pennies, and that means wins means higher returns for you as a client, but then also as a client of Hill Investment Group, you get to win again because you get this strategy at cost. We don’t charge our clients for it. So that means we run it at the lowest possible cost to our end clients. Our clients save about a half a million dollars a year in fees because they’re, because they aren’t paying what they were paying before some of the other managers. And so you get to win both on the structure of the fund and also the cost of the fund.
Matt Hall:
Yeah. Well that’s obviously a home run. And how has it performed since February? Since it launched?
Matt Zenz:
It performed exactly as it was designed, on par with what we would expect based on how we designed the strategy.
We want to emphasize smaller, deeper value, more profitable companies. We’ve been able to do that as a structure, and the performance has been exactly in line with what you would expect for that type of portfolio.
Matt Hall:
Awesome. Well, thanks for sharing that. To all of our clients, thank you for your support. We’ve had unbelievable confidence in the strategy and just wanted to share this update with you. Let us know if you have any other questions.
