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Elm News

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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