March 19, 2021 — We're happy to announce that 'Smart Beta: The Good, the Bad and the Muddy' has been awarded the Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article!

October 1, 2017 — We must have said something insightful, because our research has been awarded the William F. Sharpe award for Paper of the Year!

May 27, 2016 — Our research paper, "A Case Study for Using Value and Momentum at the Asset Class Level", was recently published in The Journal of Portfolio Management!

July 18, 2015 — We invest with a long-term horizon, and believe that ETFs have three main advantages: insulation from costs, tax efficiency, and cost structure.

October 18, 2016 — I was recently asked: “Should investors focus on fees or performance?” Later, I realized that implies we need to make a choice - but we don’t.

May 8, 2017 — "Mr. Haghani has been on an intellectual journey that, in many ways, mirrors the evolution and central debates of the modern investment industry."

December 14, 2021 — Usually, the more optimistic we are about an investment, the more of it we'll want to own. However, that relationship can be turned on its head...

April 16, 2020 — George Costanza returns for a lesson on investment sizing - more specifically, how overly-aggressive sizing can turn a good trade into a losing one.