April 15, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to our colleagues Jerry Bell, Steven Schneider and Brandon Labbe for their help with this note, and also to our friends who let us share our thinking with them. You know who you are, but we

April 11, 2025 — Welcome to the latest of Elm's online webinars, featuring Victor Haghani, Jerry Bell, and Mike Fothergill. In this video, we'll delve into Elm's investment philosophies and address questions from participants, focusing mostly on dynamic index investing strategies, insights into Elm's approach to portfolio management and market analysis.

April 9, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Larry Bernstein, Larry Hilibrand, Doug Lucas, Bill Montgomery and Mike Piper for their many insightful comments and suggestions. Of course, all errors are our own.[/note]ESTIMATED READING TIME: 7 min. What's the best way to distribute

March 26, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Professors John Campbell and Nick Barberis for pointing us to relevant areas of the academic literature, and to Jeff Rosenbluth and Larry Hilibrand for their comments.[/note]ESTIMATED READING TIME: 8 min. As market prices change over