Featured entries from our Journal

Signal vs. Noise: Stock Market Concentration Concerns

The Player or the House?

We’re in the Hospitality Business

Client-Exclusive Webinar with David Booth, Co-Founder and Chairman of Dimensional

A Good Estate Plan Should Make Life Easier

If an Active Fund Doesn’t Die, Does it Win?

It should come as no surprise that active funds do not outperform their benchmarks over a significant time period, but take a look at the data. This graph shows the percentage of funds in the surviving universe (29% do not survive) that beat their benchmark in consecutive years. In the first year (2004), 33% of the funds were winners, but by year five (2008), only 1.4% of the funds (38 out of 2,619) had consistently outperformed their benchmark. Click here for the slide.

Featured entries from our Journal

Signal vs. Noise: Stock Market Concentration Concerns

The Player or the House?

We’re in the Hospitality Business

Client-Exclusive Webinar with David Booth, Co-Founder and Chairman of Dimensional

A Good Estate Plan Should Make Life Easier

Hill Investment Group