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Elm News

July 25, 2022

July 2022 Investor Call Q&A with Victor & James

Thank you to all our Elm investors who joined us for our mid-year call!

January 25, 2022

January 2022 Investor Call Q&A with Victor & James

In our first Investor Call, we discussed Elm’s performance over its first 10 years, our thinking behind some investment philosophies and what to expect from us in the future.

March 19, 2021

Elm research wins Bernstein Fabozzi/Jacobs Levy Award

We’re happy to announce that our paper ‘Smart Beta: The Good, the Bad and the Muddy’ has been awarded the Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article!

April 6, 2020

Introducing the Elm Partners All-Equity Portfolio For Non-US Investors

Encouraged by our investors, we’re introducing a new fund for Non-US investors: the Elm Partners All Equity Portfolio!

November 14, 2018

Introducing Elm’s All-Equity Portfolios at Fidelity

By Victor Haghani and James White Encouraged by some of our investors, we are introducing an All-Equity portfolio to our lineup of Separately Managed Account (SMA) programs at Fidelity. Elm’s […]

January 17, 2018

New Year, New CEO, New Home

The New Year brings good news: not only does Elm have a new headquarters in the City of Brotherly Love, but we’re proud to announce James White as our new CEO!

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  • Research Papers

    • Tax Efficiency and Dynamic Asset Allocation: Can We Have Our Cake and Eat It Too?
    • A Case Study for Using Value and Momentum at the Asset Class Level – Haghani & Dewey – Journal of Portfolio Management (2016)
    • Expected Utility Theory - Jeffrey Rosenbluth (2001)
    • Practical Utility Risk Aversion and Investing (2016)
    • Return Chasing and Trend Following: Superficial Similarities Mask Fundamental Differences – Haghani, McBride (2016)
    • Back in the Hunt – Asness, Ilmanen and Maloney (2015)
    • Investing for the Rest of Us – Victor Haghani & Richard Dewey (2011)
    • Value and Momentum Everywhere – Asness, Moskowitz, and Pedersen (2009)
    • Global Tactical Cross-Asset Allocation – Blitz and van Vliet (2008)
    • Momentum and Mean-Reversion in Strategic Asset Allocation – Koijen, Rodriguez and Sbuelz (2007)
    • Time Series Momentum – Moskowitz, Ooi, and Pedersen (2010)
  • Books

    • Expected Returns: An Investor’s Guide to Harvesting Market Rewards by Antti Ilmanen (2011)
    • Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor by James Picerno (2010)
  • Misc.

    • Should All Real Estate Investors be Value Investors? An exploration of momentum investing in real estate markets – Akash Shivashankara (2013)
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